Tokyo Electron, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 1%, Dividend Revised Upward by 68 Yen

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Fri Feb 6, 2026 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 February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 18.7% from the same period last year to 423 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 1.2%, from the previous forecast of 594 billion yen to 601 billion yen (compared to 707 billion yen in the previous period), and the declining rate is expected to decrease from 16.1% to 15.1%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has been revised upward 2.4%, from the previous forecast of 287 billion yen to 294 billion yen (compared to 386 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 25.7% to 23.9%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 533 yen to 601 yen (compared to 592 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 116 billion yen, a 41.6% decrease compared to the same period last year. The operating profit margin significantly dropped from 30.5% in the same period last year to 21.0%.

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	1,283,234	311,038	315,964	239,024	514.2	68.2	Feb 9, 2024	J-GAAP
Apr - Dec, 2024	1,776,166	513,521	521,391	401,167	870.4	73.7	Feb 6, 2025	J-GAAP
Apr - Dec, 2025	1,731,715	419,293	423,796	360,164	785.9	70.5	Feb 6, 2026	J-GAAP
YoY	-2.5%	-18.3%	-18.7%	-10.2%	-9.7%

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	1,200,332	282,847	287,104	246,374	537.5	269	Oct 31, 2025	J-GAAP
Oct - Mar, 2025 New	1,230,332	289,847	294,104	308,374	672.7	337	Feb 6, 2026	J-GAAP
Revision Rate	+2.5%	+2.5%	+2.4%	+25.2%	+25.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	2,380,000	586,000	594,000	488,000	1,064.6	533	Oct 31, 2025	J-GAAP
Mar, 2026 New	2,410,000	593,000	601,000	550,000	1,199.8	601	Feb 6, 2026	J-GAAP
Revision Rate	+1.3%	+1.2%	+1.2%	+12.7%	+12.7%

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	1,309,942	383,415	386,546	300,230	652.4	327	Apr 30, 2025	J-GAAP
Oct - Mar, 2025 Guidance	1,230,332	289,847	294,104	308,374	672.7	337	Feb 6, 2026	J-GAAP
YoY	-6.1%	-24.4%	-23.9%	+2.7%	+3.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	1,830,527	456,263	463,185	363,963	783.8	393	May 10, 2024	J-GAAP
Mar, 2025	2,431,568	697,319	707,727	544,133	1,182.4	592	Apr 30, 2025	J-GAAP
Mar, 2026 Guidance	2,410,000	593,000	601,000	550,000	1,199.8	601	Feb 6, 2026	J-GAAP
YoY	-0.9%	-15.0%	-15.1%	+1.1%	+1.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	654,540	199,617	200,210	157,264	341.2	30.5	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	655,402	183,798	186,336	142,966	310.7	28.0	Apr 30, 2025	J-GAAP
Apr - Jun, 2025	549,586	144,694	147,347	117,801	257.1	26.3	Jul 31, 2025	J-GAAP
Jul - Sep, 2025	630,082	158,459	159,549	123,825	270.2	25.1	Oct 31, 2025	J-GAAP
Oct - Dec, 2025	552,047	116,140	116,900	118,538	258.7	21.0	Feb 6, 2026	J-GAAP
YoY	-15.7%	-41.8%	-41.6%	-24.6%	-24.2%