Tokyo Electron Limited

8035・Prime Market・Electric Appliances

Official website

Tokyo Electron Limited

8035・Prime Market・Electric Appliances

Official website

Tokyo Electron Limited8035

Tokyo Electron Limited

8035Prime MarketElectric Appliances

1st Quarter of FY2027/3Earnings Call

Etching full-year revenue of JPY 1T and prober revenue exceeding JPY 100B now in sight; management makes concrete commitment to achieving gross margin above 50% within two years

July 30, 2026 at 19:30 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

1st Quarter of FY2027/3Earnings Release

AI semiconductor capex drives robust top-line growth of +33.3% and operating income growth of +46.1%; H1 guidance revised upward

July 30, 2026 at 17:33 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

1st Quarter of FY2027/3Earnings Preview

A quarter to validate the probability of a growth rebound, as indicated by accelerating AI semiconductor capex and the H1 revenue plan of JPY 1.57T, through 1Q order and revenue trends

July 28, 2026 at 15:30 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

Full Year of FY2026/3Earnings Call

Coater/Developer growth of over +50% YoY and Advanced Packaging growth of over +60% YoY unveiled; management explicitly targets gross margin above 50% within two years

April 30, 2026 at 19:55 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

Full Year of FY2026/3Earnings Release

Revenue flat but net income up +5.6%; 1H guidance calling for +33.1% revenue growth signals accelerating momentum

April 30, 2026 at 18:45 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

4th Quarter of FY2026/3Earnings Preview

Focus is on whether 4Q revenue of JPY 678.2B is achievable amid the capex recovery cycle for AI semiconductors, and the upside potential to net income from JPY 76B in gains on sale of investment securities

April 27, 2026 at 16:20 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

3rd Quarter of FY2026/3Executive Interview

Positioned to outpace market growth through technology differentiation and new product launches as the AI semiconductor upcycle enters full swing

March 17, 2026 at 15:00 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

3rd Quarter of FY2026/3Earnings Call

Emphasized ample supply-side capacity to meet requests for pulled-in AI investment; FY2026 2H SPE JPY 900B, with Q4 growth expected to exceed +30% vs Q3

February 6, 2026 at 20:15 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

3rd Quarter of FY2026/3Earnings Release

3Q revenue broadly flat YoY, but operating margin down to 21% - modest upward revision to full-year profit plan; shareholder returns strengthened via share buyback (JPY 150B) and higher dividend

February 6, 2026 at 19:20 GMT+9

Tokyo Electron Limited

8035Prime MarketElectric Appliances

3rd Quarter of FY2026/3Earnings Preview

Progress Versus The Upwardly Revised Full-Year Plan And The 2H Margin Trajectory Are The Key Swing Factors

February 4, 2026 at 17:00 GMT+9