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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%.

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Actual Results

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 391,746 82,433 83,046 64,312 137.5 45.8 Aug 10, 2023 J-GAAP
Apr - Jun, 2024 555,071 165,733 167,398 126,189 273.2 52.1 Aug 8, 2024 J-GAAP
Apr - Jun, 2025 549,586 144,694 147,347 117,801 257.1 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 2,600,000 727,000 736,000 566,000 1,234.7 618 Apr 30, 2025 J-GAAP
Mar, 2026 New 2,350,000 570,000 579,000 444,000 968.6 485 Jul 31, 2025 J-GAAP
Revision Rate -9.6% -21.6% -21.3% -21.6% -21.6%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,121,626 313,904 321,181 243,903 528.7 265 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,150,000 288,000 293,000 224,000 488.9 245 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 1,830,527 456,263 463,185 363,963 783.8 393 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 2,350,000 570,000 579,000 444,000 968.6 485 Jul 31, 2025 J-GAAP
YoY -3.4% -18.3% -18.2% -18.4% -18.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
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
YoY -1.0% -12.7% -12.0% -6.6% -5.9%

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