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Tokyo Electron
Tokyo Electron (8035) investor relations material
Tokyo Electron Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Feb, 2026
Executive summary
Q3 FY2026 net sales were ¥552.0B, down 12.4% year-over-year and 15.7% sequentially; nine-month net sales were ¥1,731,715 million, a 2.5% decrease year-over-year.
Operating income for Q3 FY2026 was ¥116.1B, a 26.7% drop year-over-year; nine-month operating income was ¥419,293 million, down 18.3% year-over-year.
Net income attributable to owners was ¥118.5B in Q3 FY2026, down 24.6% year-over-year; nine-month net income was ¥360,164 million, down 10.2% year-over-year.
The company operates in a single segment: semiconductor production equipment.
Financial highlights
Gross profit margin fell to 42.7% in Q3 FY2026; gross profit for the nine months was ¥774,692 million, down from ¥835,709 million year-over-year.
Operating margin was 21.0% in Q3 FY2026 and approximately 24.2% for the nine months.
R&D expenses for Q3 FY2026 were ¥66.2B, up 7.2% year-over-year.
Capital expenditures dropped to ¥30.3B in Q3 FY2026, with nine-month capex at ¥168,313 million.
Cash and cash equivalents at period end were ¥417,205 million, a decrease of ¥67,866 million from the previous fiscal year end.
Outlook and guidance
FY2026 full-year net sales forecast revised upward to ¥2,410,000 million, nearly flat year-over-year and up 1.3% from the previous forecast.
Net income guidance raised to ¥550,000 million, up 1.1% from FY2025 and 12.7% from the previous forecast.
Operating income expected at ¥593.0B, down 15% year-over-year.
Dividend per share forecast increased to a record-high ¥601, with a payout ratio of 50%.
Share repurchase plan of up to 7.5 million shares (1.6% of outstanding shares) for up to ¥150B between Feb 9 and Mar 31, 2026.
Impact of investment security gains on forecast
Rationale for the 150B yen share repurchase
Impact of generative AI on capital investment
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Next Tokyo Electron earnings date
Q4 202629 Apr, 2026
Tokyo Electron
Next Tokyo Electron earnings date
Q4 202629 Apr, 2026
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Frequently asked questions
Tokyo Electron Limited manufactures and sells semiconductor and flat panel display production equipment. It provides solutions for wafer fabrication, etching, deposition, and cleaning used by semiconductor manufacturers worldwide. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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