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Revision to earnings forecasts8035Tokyo Electron LimitedElectric Appliances & Precision Instruments

Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 [Japanese GAAP] (Consolidated)

The company newly published full-year consolidated earnings forecasts for the fiscal year ending March 2027, forecasting net sales of ¥3.7 trillion and operating profit of ¥1.169 trillion, among other figures. First-half results exceeded the previous forecasts, and the year-end dividend forecast was raised from ¥384 to ¥540 on a pre-stock-split basis.

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Revised forecast

Fiscal year ending March 2027 · Full year
Net Sales—→3,700,000million
—
Operating profit—→1,169,000million
—
Ordinary income—→1,179,000million
—
Profit attributable to owners of the parent—→865,000million
—
Net income per share—→381.69Yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

Based on the latest trends in customers’ capital expenditures, the company expects higher revenue and profit year on year, against a backdrop of growing demand for AI servers for data centers.

Details and amount of extraordinary loss

Losses from disasters: ¥6,863 million. This comprises actual and currently estimated costs, mainly related to restoring buildings, production and development facilities and other assets to their original condition, as well as disposing of inventories, due primarily to the 2026 Kumamoto Earthquake.

Previous-period resultsNet sales: ¥2,443,533 million; operating profit: ¥624,936 million; ordinary profit: ¥630,338 million; net income attributable to owners of the parent: ¥574,454 million; net income per share: ¥250.91
Dividend forecast revisionRevised. The year-end dividend is forecast at ¥108.00 (¥540.00 on a pre-stock-split basis). The previous forecast was ¥384.00 on a pre-stock-split basis, and the full-year dividend forecast on a pre-stock-split basis was ¥955.00.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → ¥3,700,000 million
Operating profitNot disclosed → ¥1,169,000 million
Ordinary incomeNot disclosed → ¥1,179,000 million
Profit attributable to owners of the parentNot disclosed → ¥865,000 million
Net income per shareNot disclosed → 381.69 Yen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Previous-period resultsNet sales: ¥2,443,533 million; operating profit: ¥624,936 million; ordinary profit: ¥630,338 million; net income attributable to owners of the parent: ¥574,454 million; net income per share: ¥250.91
Reason for the revisionBased on the latest trends in customers’ capital expenditures, the company expects higher revenue and profit year on year, against a backdrop of growing demand for AI servers for data centers.
Details and amount of extraordinary lossLosses from disasters: ¥6,863 million. This comprises actual and currently estimated costs, mainly related to restoring buildings, production and development facilities and other assets to their original condition, as well as disposing of inventories, due primarily to the 2026 Kumamoto Earthquake.
Dividend forecast revisionRevised. The year-end dividend is forecast at ¥108.00 (¥540.00 on a pre-stock-split basis). The previous forecast was ¥384.00 on a pre-stock-split basis, and the full-year dividend forecast on a pre-stock-split basis was ¥955.00.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Publication date of previous forecast

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

In addition to the latest trends in customers’ capital expenditures, the company expects higher revenue and profit year on year, against a backdrop of growing demand for AI servers for data centers.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 [Japanese GAAP] (Consolidated) | Tokyo Electron Limited (8035) timely disclosure | Komori