Tokyo Electron, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 3%, Dividend Revised Upward by 48 Yen

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Fri Oct 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 October 31st (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 4.4% from the same period last year to 306 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 2.6%, from the previous forecast of 579 billion yen to 594 billion yen (compared to 707 billion yen in the previous period), and the declining rate is expected to decrease from 18.2% to 16.1%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 25.7% from the same period last year to 287 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 485 yen to 533 yen (compared to 592 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 3.7% from the same period last year, reaching 159 billion yen. However, the operating profit margin decreased from 26.2% in the same period last year to 25.1%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	819,572	178,578	181,282	137,491	295.1	39.1	Nov 10, 2023	J-GAAP
Apr - Sep, 2024	1,121,626	313,904	321,181	243,903	528.7	45.4	Nov 12, 2024	J-GAAP
Apr - Sep, 2025	1,179,668	303,153	306,896	241,626	527.3	51.7	Oct 31, 2025	J-GAAP
YoY	+5.2%	-3.4%	-4.4%	-0.9%	-0.3%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	1,150,000	288,000	293,000	224,000	488.9	245	Apr 30, 2025	J-GAAP
Apr - Sep, 2025 Results	1,179,668	303,153	306,896	241,626	527.3	264	Oct 31, 2025	J-GAAP
Revision Rate	+2.6%	+5.3%	+4.7%	+7.9%	+7.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	2,350,000	570,000	579,000	444,000	968.6	485	Jul 31, 2025	J-GAAP
Mar, 2026 New	2,380,000	586,000	594,000	488,000	1,064.6	533	Oct 31, 2025	J-GAAP
Revision Rate	+1.3%	+2.8%	+2.6%	+9.9%	+9.9%

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	1,200,332	282,847	287,104	246,374	537.5	269	Oct 31, 2025	J-GAAP
YoY	-8.4%	-26.2%	-25.7%	-17.9%	-17.6%

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	2,380,000	586,000	594,000	488,000	1,064.6	533	Oct 31, 2025	J-GAAP
YoY	-2.1%	-16.0%	-16.1%	-10.3%	-10.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
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
Jul - Sep, 2025	630,082	158,459	159,549	123,825	270.2	25.1	Oct 31, 2025	J-GAAP
YoY	+11.2%	+6.9%	+3.7%	+5.2%	+5.9%