kabutan
N225

65,020.94

+1.26%

TOPIX

4,103.23

+0.03%

USDJPY

156.36

+0.35%

Kabutan Concierge Closed Beta - Apply now

Tokyo Electron, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 18% Decrease, Dividend Revised down by 133 Yen

Thu Jul 31, 2025 4:00 pm JST Earnings

8035 Tokyo Electron Limited 【J-GAAP】

Earnings Report

Tokyo Electron Limited <8035> [TSE Prime] announced its financial results after the market closed on July 31st (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) decreased 12.0% from the same period last year to 147 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 21.3%, from the previous forecast of 736 billion yen to 579 billion yen (compared to 707 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 18.2% decrease in profit.

Furthermore, the April to September period (first half) consolidated ordinary profit forecast remains unchanged from the estimate of 293 billion yen(compared to 321 billion yen in the previous period).

Due to a decline in performance, the company has reduced its planned annual dividend for the current fiscal year from the original plan of 618 yen to 485 yen (compared to 592 yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin decreased from 29.9% in the same period last year to 26.3%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Apr - Jun, 2023
391,746M 82,433M 83,046M 64,312M 137.5 45.8% Aug 10, 2023 J-GAAP
Apr - Jun, 2024
555,071M 165,733M 167,398M 126,189M 273.2 52.1% Aug 8, 2024 J-GAAP
Apr - Jun, 2025
549,586M 144,694M 147,347M 117,801M 257.1 50.3% Jul 31, 2025 J-GAAP
YoY -1.0% -12.7% -12.0% -6.6% -5.9%

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 2,600,000M 727,000M 736,000M 566,000M 1,239.5 618 Apr 30, 2025 J-GAAP
Mar, 2026 New 2,350,000M 570,000M 579,000M 444,000M 972.3 485 Jul 31, 2025 J-GAAP
Revision Rate -9.6% -21.6% -21.3% -21.6% -21.6%

Current Period Guidance

First Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2024
1,121,626M 313,904M 321,181M 243,903M 528.7 265 Nov 12, 2024 J-GAAP
Guidance
Apr - Sep, 2025
1,150,000M 288,000M 293,000M 224,000M 488.9 245 Apr 30, 2025 J-GAAP
YoY +2.5% -8.3% -8.8% -8.2% -7.5%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
1,830,527M 456,263M 463,185M 363,963M 783.8 393 May 10, 2024 J-GAAP
Mar, 2025
2,431,568M 697,319M 707,727M 544,133M 1,182.4 592 Apr 30, 2025 J-GAAP
Guidance
Mar, 2026
2,350,000M 570,000M 579,000M 444,000M 972.3 485 Jul 31, 2025 J-GAAP
YoY -3.4% -18.3% -18.2% -18.4% -17.8%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Apr - Jun, 2024
555,071M 165,733M 167,398M 126,189M 273.2 29.9% Aug 8, 2024 J-GAAP
Jul - Sep, 2024
566,555M 148,171M 153,783M 117,714M 255.2 26.2% Nov 12, 2024 J-GAAP
Oct - Dec, 2024
654,540M 199,617M 200,210M 157,264M 341.2 30.5% Feb 6, 2025 J-GAAP
Jan - Mar, 2025
655,402M 183,798M 186,336M 142,966M 310.7 28.0% Apr 30, 2025 J-GAAP
Apr - Jun, 2025
549,586M 144,694M 147,347M 117,801M 257.1 26.3% Jul 31, 2025 J-GAAP
YoY -1.0% -12.7% -12.0% -6.6% -5.9%