Tokyo Electron, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 65%, Oct-Dec Ordinary Profit Increases by 49%

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Thu Feb 6, 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 February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 521 billion yen, an increase 65.0% compared to the same period last year. The progress rate toward the full-year plan of 692 billion yen was 75.3%, also surpassing the five-year average of 70.2%.

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 grow 15.9% from the same period last year, reaching 170 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 48.7% from the same period last year, reaching 200 billion yen. The operating profit margin rose from 28.6% in the same period last year to 30.5%.

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, 2022	1,650,729	464,936	470,229	352,920	754.4	75.2	Feb 9, 2023	J-GAAP
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	75.3	Feb 6, 2025	J-GAAP
YoY	+38.4%	+65.1%	+65.0%	+67.8%	+69.3%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	1,010,955	277,685	281,903	226,472	487.7	245	May 10, 2024	J-GAAP
Oct - Mar, 2024 Guidance	1,278,374	366,096	370,819	282,097	615.9	306	Nov 12, 2024	J-GAAP
YoY	+26.5%	+31.8%	+31.5%	+24.6%	+26.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	2,209,025	617,723	625,185	471,584	1,007.8	570.33	May 11, 2023	J-GAAP
Mar, 2024	1,830,527	456,263	463,185	363,963	783.8	393	May 10, 2024	J-GAAP
Mar, 2025 Guidance	2,400,000	680,000	692,000	526,000	1,148.4	571	Nov 12, 2024	J-GAAP
YoY	+31.1%	+49.0%	+49.4%	+44.5%	+46.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	463,662	132,460	134,682	101,533	218.4	28.6	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	547,293	145,225	147,221	124,939	269.0	26.5	May 10, 2024	J-GAAP
Apr - Jun, 2024	555,071	165,733	167,398	126,189	273.2	29.9	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	566,555	148,171	153,783	117,714	255.2	26.2	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	654,540	199,617	200,210	157,264	341.2	30.5	Feb 6, 2025	J-GAAP
YoY	+41.2%	+50.7%	+48.7%	+54.9%	+56.2%