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Renesas Electronics Corporation (JP:6723)
:6723
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
38.31Last Year’s EPS
33.38Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 6.55%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with steady growth in certain segments like Data Center and AI, and completion of inventory correction. However, significant challenges remain due to revenue decline, tariff uncertainties, and decreased operating profit margin. The company remains cautious with a focus on long-term competitiveness amid uncertain market conditions.Company Guidance
In the recent earnings call, Renesas Electronics Corporation provided guidance for the second quarter of FY 2025, highlighting several key metrics. The company reported a first-quarter revenue of JPY 308.8 billion, with a gross margin of 56.7% and an operating profit of JPY 83.8 million. The operating margin stood at 27.9%, and core net profit was JPY 73.3 billion. EBITDA for the quarter was JPY 103.5 million. In terms of currency, the yen was JPY 154 against the dollar and JPY 161 against the euro. Looking ahead, Renesas forecasted second-quarter revenue at JPY 302.0 billion, with a gross margin of 55.0% and an operating profit margin of 25%. The company remains cautious due to ongoing uncertainties around tariffs, which could impact both direct and indirect business operations. Despite these challenges, Renesas anticipates steady growth in sectors such as data centers and AI, particularly with the progression of DDR5 upgrades in the second half of the year.Steady Growth in Data Center and AI Segments
Despite uncertainties, steady growth is expected in the Data Center and AI segments, especially for the second half with the DDR5 generation upgrade progressing.
Inventory Correction Completed
Inventory correction was nearly completed in Q1, with some gradual recovery observed.
Gross Margin Improvement
Gross margin improved by 2.7% due to better product mix and cost savings, with some unexpected benefits from cost reductions.
Positive Outlook for IIoT
IIoT segment showed a positive outlook with a 5.3% increase in device revenue excluding FX impact, mainly contributing to growth.
Automotive Segment Developments
Launch of the 28-nano MCU is expected to be strong, particularly in China, with robust adoption in EV, ADAS, and powertrain areas.
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JP:6723 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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JP:6723 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | ¥1626.50 | ¥1670.00 | +2.67% |
| Feb 06, 2025 | ¥2047.50 | ¥2305.50 | +12.60% |
| Oct 31, 2024 | ¥2190.30 | ¥2080.84 | -5.00% |
| Jul 26, 2024 | ¥2547.80 | ¥2408.25 | -5.48% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Renesas Electronics Corporation (JP:6723) report earnings?
Renesas Electronics Corporation (JP:6723) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Renesas Electronics Corporation (JP:6723) earnings time?
Renesas Electronics Corporation (JP:6723) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Renesas Electronics Corporation stock?
The P/E ratio of Renesas Electronics is N/A.
What is JP:6723 EPS forecast?
JP:6723 EPS forecast for the fiscal quarter 2025 (Q2) is 38.31.
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