EarningsQ3 2025 Earnings Report

Tokyo Electron (8035N) Q3 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q4 2025

MX:8035N Q3 2025 EPS Results

Actual EPS$7.77

Consensus EPS$6.41

Beat/MissBeat by +$1.36

One Year Ago EPS$4.98

MX:8035N Q3 2025 Revenue Results

Actual Revenue$74.42B

Expected Revenue$68.91B

Beat/MissBeat by +$5.52B

YoY Revenue Growth+41.17%

Earnings Announcement Details

QuarterQ3 2025

Date02/06/2025

TimeBefore Open

Conference CallThursday, February 6, 2025

MX:8035N Upcoming Earnings

Tokyo Electron's next earnings date is estimated for October 30, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

MX:8035N Q3 2025 Earnings Call

0:00 / 0:00

Q3 2025 Earnings Slide Deck

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Feb 06, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call reflects a positive outlook driven by strong financial performance, record growth projections, and advancements in AI technology. Despite challenges such as cash flow issues, China market volatility, and regulatory hurdles, the company remains confident in its strategic initiatives and technological advancements.

Company Guidance

During the third quarter of the fiscal year ending March 2025, Tokyo Electron reported robust financial performance, with net sales reaching ¥654.5 billion, marking a 15.5% increase from the previous quarter. The company achieved a gross profit of ¥311.7 billion, representing a 19.9% rise, and an improved gross profit margin of 47.6%, up by 1.7 percentage points. Operating income surged by 34.7% to ¥199.6 billion, with an operating profit margin of 30.5%, up by 4.3 percentage points. Income before income taxes increased by 30.3% to ¥200.1 billion, and net income attributable to owners stood at ¥157.2 billion, a 33.6% rise. The company reported capital expenditures of ¥50.2 billion, focusing on future growth investments. The balance sheet showed total assets at ¥2,501.9 billion, with a notable decline in cash and cash equivalents by ¥230.0 billion due to dividends, share repurchase, and tax payments. Free cash outflow was reported at ¥64.1 billion, with expectations for positive figures in the fourth quarter. The ongoing strategic share repurchase program saw the acquisition of 2,024,200 shares at ¥46.9 billion, completed in January 2025.

Strong Financial Performance

Net sales reached ¥654.5 billion, a 15.5% increase from the previous quarter. Gross profit was ¥311.7 billion, a 19.9% increase, and operating income reached ¥199.6 billion, a 34.7% increase. Net income attributable to owners of parent was ¥157.2 billion, a 33.6% increase.

Record Growth Projections

Tokyo Electron expects fiscal 2025 full-year net sales to reach ¥2.400 trillion, representing a 31% positive growth year-over-year, outperforming market growth.

Advancements in AI and Semiconductor Technology

Significant demand for AI semiconductors is driving growth. The WFE market is expected to continue achieving record highs, with double-digit growth anticipated for 2026.

Strategic Product Development

High-value strategic products like cryogenic etching and Episode 1 wafer film deposition system are gaining traction, with increasing PORs for advanced logic and DRAM applications.

MX:8035N Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 30, 2026	2027 (Q2)	9.85 / -	6.144	―
Jul 30, 2026	2027 (Q1)	7.96 / 8.22	5.847	40.54% (+2.37)
Apr 30, 2026	2026 (Q4)	9.41 / 10.66	7.095	50.22% (+3.56)
Feb 06, 2026	2026 (Q3)	6.11 / 5.88	7.771	-24.33% (-1.89)
Oct 31, 2025	2026 (Q2)	5.95 / 6.14	5.809	5.77% (+0.33)
Jul 31, 2025	2026 (Q1)	5.88 / 5.85	6.213	-5.89% (-0.37)
Apr 30, 2025	2025 (Q4)	6.48 / 7.09	6.111	16.09% (+0.98)
Feb 06, 2025	2025 (Q3)	6.41 / 7.77	4.981	56.02% (+2.79)
Nov 12, 2024	2025 (Q2)	5.08 / 5.81	3.585	62.02% (+2.22)
Aug 08, 2024	2025 (Q1)	4.94 / 6.21	3.126	98.76% (+3.09)

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