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Renesas Electronics Corporation (RNECF)
:RNECF
Earnings Data
Report Date
Feb 05, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.29Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with strong performance in AI infrastructure and data center segments, complemented by growth in IIoT and progress in Altium integration. However, challenges remain in the automotive segment and uncertainties in the China market, alongside pressure on gross margins. The company is cautiously optimistic, focusing on execution and market opportunities.Company Guidance
Revenue and Gross Margin Performance
The revenue came in at JPY 334.2 billion with a gross margin of 57.6%, both aligning with expectations. Additionally, operating profit reached JPY 103.2 billion, indicating effective cost management and revenue alignment.
Strong Performance in AI Infrastructure
The AI infrastructure segment showed strong demand, contributing positively to the revenue. This trend is expected to continue into the fourth quarter with efforts to meet demand through increased production.
Data Center Growth
The data center segment, particularly memory interface and NVIDIA PMIC, performed strongly, with expectations for continued demand and potential market share gains.
IIoT Segment Growth
There was a significant increase in the consumer mobile and IoT segments, with share gains noted, indicating a favorable trend in the overall IIoT sector.
Altium Acquisition Progress
Altium's performance is in line with expectations, achieving a 15% year-on-year increase in annual recurring revenue. The transition to a platform company is underway, with Renesas 365 expected to launch by the end of the year.
RNECF 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
RNECF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $12.46 | $12.08 | -3.05% |
Jul 25, 2025 | $12.64 | $12.31 | -2.61% |
Apr 24, 2025 | $12.36 | $11.70 | -5.34% |
Feb 06, 2025 | $13.25 | $15.02 | +13.36% |
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.
FAQ
When does Renesas Electronics Corporation (RNECF) report earnings?
Renesas Electronics Corporation (RNECF) is schdueled to report earning on Feb 05, 2026, TBA (Confirmed).
What is Renesas Electronics Corporation (RNECF) earnings time?
Renesas Electronics Corporation (RNECF) earnings time is at Feb 05, 2026, TBA (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 RNECF EPS forecast?
RNECF EPS forecast for the fiscal quarter 2025 (Q4) is 0.29.