TDK, Net Income Forecast for the Fiscal Year Revised Upward by 6%, Raises Record High Profit Forecast, Dividend Revised Upward by 2 Yen

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Mon Feb 2, 2026 3:30 pm JST Earnings

6762 TDK Corporation 【IFRS】

Earnings Report

TDK Corporation <6762> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 2nd (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 12.6% from the same period last year, reaching 181 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 5.6%, from the previous forecast of 180 billion yen to 190 billion yen (compared to 167 billion yen in the previous period), increasing the growth rate from 7.7% to 13.7%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the January to March period (4Q) is expected to expand 39.7% from the same period last year, reaching 8.79 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 32 yen to 34 yen.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 26.5% from the same period last year, reaching 69.8 billion yen. However, the operating profit margin decreased from 13.0% in the same period last year to 12.3%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

Kabutan News

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	1,618,961	155,748	157,122	119,491	63.0	87.7	Jan 31, 2024	IFRS
Apr - Dec, 2024	1,670,544	209,093	218,082	160,869	84.8	91.7	Jan 31, 2025	IFRS
Apr - Dec, 2025	1,858,566	230,737	235,070	181,208	95.5	87.1	Feb 2, 2026	IFRS
YoY	+11.3%	+10.4%	+7.8%	+12.6%	+12.6%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	1,186,637	97,373	102,523	68,594	36.1	16	Oct 31, 2025	IFRS
Oct - Mar, 2025 New	1,286,637	117,373	122,523	78,594	41.4	18	Feb 2, 2026	IFRS
Revision Rate	+8.4%	+20.5%	+19.5%	+14.6%	+14.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	2,370,000	245,000	250,000	180,000	94.8	32	Oct 31, 2025	IFRS
Mar, 2026 New	2,470,000	265,000	270,000	190,000	100.1	34	Feb 2, 2026	IFRS
Revision Rate	+4.2%	+8.2%	+8.0%	+5.6%	+5.6%

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	1,115,305	90,890	100,504	61,451	32.4	16	Apr 28, 2025	IFRS
Oct - Mar, 2025 Guidance	1,286,637	117,373	122,523	78,594	41.4	18	Feb 2, 2026	IFRS
YoY	+15.4%	+29.1%	+21.9%	+27.9%	+27.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	2,103,876	172,893	179,241	124,687	65.7	23.20	Apr 26, 2024	IFRS
Mar, 2025	2,204,806	224,192	237,808	167,161	88.1	30	Apr 28, 2025	IFRS
Mar, 2026 Guidance	2,470,000	265,000	270,000	190,000	100.1	34	Feb 2, 2026	IFRS
YoY	+12.0%	+18.2%	+13.5%	+13.7%	+13.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	581,043	75,791	80,778	55,159	29.1	13.0	Jan 31, 2025	IFRS
Jan - Mar, 2025	534,262	15,099	19,726	6,292	3.3	2.8	Apr 28, 2025	IFRS
Apr - Jun, 2025	535,753	56,419	57,630	41,462	21.9	10.5	Aug 1, 2025	IFRS
Jul - Sep, 2025	647,610	91,208	89,847	69,944	36.9	14.1	Oct 31, 2025	IFRS
Oct - Dec, 2025	675,203	83,110	87,593	69,802	36.8	12.3	Feb 2, 2026	IFRS
YoY	+16.2%	+9.7%	+8.4%	+26.5%	+26.5%