Tokyo ElectronTokyo Electron Limited8035東証プライム電気機器FY ending Mar 2026, consolidated, J-GAAP

Tokyo Electron FY ending Mar 2026 results

Tokyo Electron brought in ¥2.44T in revenue.

Out of every ¥100 of sales, about ¥25 is left as operating profit.

Revenue changed +0.5% from the prior year, operating profit -10.4%.

Revenue and profit pattern

Revenue up, profit downRevenue grew faster

Revenue +0.5% · profit -10.4%, calculated from disclosed figures.

Operating leverage: -21.09× (profit growth ÷ revenue growth)

What changed from last year

FY ending Mar 2025 → FY ending Mar 2026

Revenue: +0.5%¥2.43T → ¥2.44T
Gross profit: -3.4%¥1.15T → ¥1.11T
Operating income: -10.4%¥697.3B → ¥624.9B
Net income attributable to owners: +5.6%¥544.1B → ¥574.5B
Operating cash flow: -7.3%¥582.2B → ¥539.7B
Free cash flow: -22.7%¥414.1B → ¥320.3B

Results at a glance

Revenue for the FY ending Mar 2026 was ¥2.44T, almost unchanged from ¥2.43T (+0.5%).
Profitability slipped: gross profit fell -3.4% and operating income dropped -10.4% to ¥624.9B.
Net income still rose +5.6% to ¥574.5B, helped by a one-off gain outside the core business.
Operating cash flow fell -7.3% to ¥539.7B, and free cash flow fell -22.7% to ¥320.3B.

What drove the change

Chipmakers spent heavily on leading-edge capacity such as AI servers, which lifted sales of high-value tools, while spending in China cooled
Customers ran their fabs harder, so sales of upgrades, spare parts and service for installed machines grew
Higher material and labor costs squeezed gross margin, and R&D spending rose, pulling operating income down; selling part of its strategic shareholdings produced a gain that lifted net income

Things to watch

Sales depend heavily on the spending plans of large chipmakers, and a sudden downturn could leave it with excess inventory
Most sales are overseas, so geopolitical tension and export or import controls could limit the business
Its main factories are in Japan, so a disaster or a parts shortage could delay deliveries to customers

Annual Securities Report, 63rd fiscal year (Apr 2025 – Mar 2026) / 経営者による財政状態、経営成績及びキャッシュ・フローの状況の分析 · Annual Securities Report, 63rd fiscal year (Apr 2025 – Mar 2026) / 事業等のリスク

Where the money goes

FY ending Mar 2025 → FY ending Mar 2026

Where ¥100 of sales goes

For every ¥100 Tokyo Electron sells, how much goes where, and how much is kept.

FY ending Mar 2026

Cost of sales: ¥55
SG&A: ¥20
Operating profit: ¥25
Net profit kept: ¥24

Annual margin trends

Gross margin45.3%

Operating margin25.6%

Net margin23.5%

Aligned fiscal years compare the shares of revenue remaining as gross, core, and net profit. Missing years are left unconnected.

Sources

Show source documents (6)

EDINET (FSA Japan)
有価証券報告書－第63期(2025/04/01－2026/03/31)
ID S100YEOO2026-06-22Open
EDINET (FSA Japan)
有価証券報告書－第62期(2024/04/01－2025/03/31)
ID S100VX9R2025-06-16Open
EDINET (FSA Japan)
有価証券報告書－第61期(2023/04/01－2024/03/31)
ID S100TM392024-06-18Open
EDINET (FSA Japan)
有価証券報告書－第60期(2022/04/01－2023/03/31)
ID S100QYR02023-06-20Open
EDINET (FSA Japan)
有価証券報告書－第59期(令和3年4月1日－令和4年3月31日)
ID S100OA3X2022-06-21Open
EDINET (FSA Japan)
有価証券報告書－第58期(令和2年4月1日－令和3年3月31日)
ID S100LJ5R2021-06-17Open

Extracted from XBRL: 50 / Derived from other figures: 1

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