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TOKYO ELECTRON DEVICE, Oct-Dec (3Q) Ordinary Profit Increases by 32%

Mon Feb 2, 2026 3:30 pm JST Earnings

2760 TOKYO ELECTRON DEVICE LIMITED 【J-GAAP】

Earnings Report

TOKYO ELECTRON DEVICE LIMITED <2760> [TSE Prime] announced its financial results after the market closed on February 2nd (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 24.0% from the same period last year to 6.02 billion yen. Progress toward the full-year plan of 9.10 billion yen was 66.2%, almost the same as the five-year average of 64.4%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to decrease 11.7% from the same period last year to 3.07 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 32.0% from the same period last year, reaching 2.36 billion yen. The operating profit margin improved from 5.1% in the same period last year to 5.4%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 179,748 10,860 9,717 7,070 236.3 69.8 Feb 2, 2024 J-GAAP
Apr - Dec, 2024 162,096 8,858 7,935 5,574 185.3 69.5 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 146,716 6,306 6,028 5,030 170.5 66.2 Feb 2, 2026 J-GAAP
YoY -9.5% -28.8% -24.0% -9.8% -8.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 104,667 6,165 5,268 4,569 152.3 67 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 103,756 ー 5,433 4,620 157.1 64 Oct 29, 2025 J-GAAP
YoY -0.9% － +3.1% +1.1% +3.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 242,888 15,428 13,922 9,986 333.5 135 Apr 30, 2024 J-GAAP
Mar, 2025 216,379 12,457 11,415 8,874 295.7 119 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 200,000 ー 9,100 7,200 244.8 99 Oct 29, 2025 J-GAAP
YoY -7.6% － -20.3% -18.9% -17.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 50,384 2,566 1,788 1,269 42.2 5.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 54,283 3,599 3,480 3,300 110.0 6.6 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 45,136 1,455 1,715 1,217 41.2 3.2 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 51,108 2,106 1,952 1,363 46.1 4.1 Oct 29, 2025 J-GAAP
Oct - Dec, 2025 50,472 2,745 2,361 2,450 83.0 5.4 Feb 2, 2026 J-GAAP
YoY +0.2% +7.0% +32.0% +93.1% +96.8%

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