Tokyo Electron First Quarter 2026 Earnings: Misses Expectations

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Tokyo Electron (TSE:8035) First Quarter 2026 Results

Key Financial Results

  • Revenue: JP¥549.6b (down 1.0% from 1Q 2025).
  • Net income: JP¥117.8b (down 6.6% from 1Q 2025).
  • Profit margin: 21% (down from 23% in 1Q 2025).
  • EPS: JP¥257 (down from JP¥273 in 1Q 2025).
earnings-and-revenue-growth
TSE:8035 Earnings and Revenue Growth August 1st 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Tokyo Electron Revenues and Earnings Miss Expectations

Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) also missed analyst estimates by 5.1%.

Looking ahead, revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan.

Performance of the Japanese Semiconductor industry.

The company's shares are down 20% from a week ago.

Risk Analysis

You should always think about risks. Case in point, we've spotted 2 warning signs for Tokyo Electron you should be aware of.

Valuation is complex, but we're here to simplify it.

Discover if Tokyo Electron might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

Access Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About TSE:8035

Tokyo Electron

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

Flawless balance sheet with solid track record.

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