Tokyo Electron Ltd banner

Tokyo Electron Ltd
OTC:TOELY

Watchlist verwalten
Tokyo Electron Ltd Logo
Tokyo Electron Ltd
OTC:TOELY
Watchlist
Kurs: 160,87 USD -0,64%
Marktkap.: $148,22 Mrd.

Tokyo Electron Ltd
Investor Relations

Tokyo Electron Ltd stellt die Werkzeuge und Dienstleistungen her, die Chiphersteller zur Produktion von Halbleiterwafern und, in geringerem Umfang, von Display-Panels benötigen. Zu den Hauptprodukten gehören Geräte für Beschichtungs-, Entwicklungs-, Ätz-, Reinigungs- und andere Prozessschritte, die winzige Schaltungen auf Silizium formen. Das Unternehmen verkauft außerdem Ersatzteile, Upgrades und Wartungsleistungen für die installierten Maschinen. Zu den Hauptkunden zählen Halbleiterhersteller, darunter Speicherhersteller, Logikchip-Produzenten und Foundries, sowie Display-Hersteller im Flachbildschirmgeschäft. Tokyo Electron erzielt Erlöse auf zwei Wegen: durch den Verkauf neuer Anlagen und durch die Unterstützung dieser Maschinen über ihre lange Lebensdauer hinweg mittels Service und Ersatzteilen. Dieses Servicegeschäft ist wichtig, weil Chipfabriken eine hohe Verfügbarkeit und eng kontrollierte Prozessleistungen benötigen. Bedeutend ist Tokyo Electron, weil es sich mitten im Fertigungsprozess von Chips befindet, wo Präzision und Zuverlässigkeit wichtiger sind als Markenauftritt. Kunden wählen seine Werkzeuge, weil sie mitbestimmen, wie jede Schicht eines Chips hergestellt wird, nicht weil es sich um verbraucherorientierte Produkte handelt. Das verschafft dem Unternehmen eine zentrale Rolle in der Halbleiterfertigung, wobei die Nachfrage an die Investitionen der Chiphersteller in neue Fabriken und Anlagen gekoppelt ist.

Mehr anzeigen
Wird geladen...
Keine Aktien ausgewählt

Vergleichen Sie die Rendite der Aktie mit ihrem Benchmark-Index und Wettbewerbern. Erhalten Sie Einblicke in die relative Performance im Zeitverlauf.

Aktie zum Vergleichen auswählen
Letzter Earnings Call
Geschäftsperiode
Q4 2026
Datum des Calls
30. Apr 2026
KI-Zusammenfassung
Q4 2026

Record sales: Tokyo Electron reported fiscal 2026 net sales of JPY 2,443.5 billion, a record high and up 0.5% year over year, helped by strong leading-edge customer investment and Field Solutions growth.

Profitability: Full-year gross profit was JPY 1,107.8 billion and operating income was JPY 624.9 billion, but margins fell as parts and materials costs, R&D, labor, and logistics costs increased.

Capital return: The company completed its share repurchase, canceled 3,600,000 treasury shares, and said total return for fiscal 2026 reached JPY 437.4 billion, an all-time high.

FY2027 outlook: Management expects stronger sales in fiscal 2027, with first-half net sales, gross profit, and operating income all guided to record levels and second-half sales expected to be stronger than the first half.

Demand mix: Management said AI server demand, advanced logic, DRAM/HBM, and recovering 3D NAND are the main growth drivers, while China’s mix stayed meaningful but shifted lower in the quarter.

Visibility change: Tokyo Electron will stop giving a full-year following-year estimate at year-end and instead disclose only first-half guidance from fiscal 2027 onward, citing larger and more volatile customer spending plans.

Wichtige Finanzkennzahlen
Net sales
JPY 2,443.5 billion
Gross profit
JPY 1,107.8 billion
Operating income
JPY 624.9 billion
Net income attributable to owners of parent
JPY 574.4 billion
R&D expenses
JPY 277.8 billion
Capital expenditures
JPY 216.0 billion
Depreciation
JPY 80.9 billion
Field Solutions sales
JPY 626.0 billion
Cash and cash equivalents
JPY 506.2 billion
Inventories
JPY 713.1 billion
Free cash flow
plus JPY 433.2 billion
Fourth-quarter free cash flow
plus JPY 239.0 billion
Total return amount
JPY 437.4 billion
Fourth-quarter net sales
JPY 711.8 billion
Fourth-quarter gross profit
JPY 333.1 billion
Fourth-quarter gross margin
46.8%
Fourth-quarter operating income
JPY 205.6 billion
Fourth-quarter operating margin
28.9%
Fourth-quarter net income attributable to owners of parent
JPY 214.2 billion
Net sales in China
34.1%
Net sales in Taiwan
22.0%
DRAM sales mix
31%
Non-flat memory sales mix
10%
Non-memory sales mix
59%
WFE market
$150 billion to $170 billion
High-end device spending
30% or more year over year
First-half fiscal 2027 net sales
JPY 1.570 billion
First-half fiscal 2027 gross profit
JPY 715 billion
First-half fiscal 2027 operating income
JPY 431 billion
First-half fiscal 2027 new equipment sales
JPY 1.200 billion
Coater/developer sales growth
50% or more year over year
Etching system sales growth
nearly 30% year over year
Advanced Packaging sales growth
60% or more year over year
Interim dividend
JPY 361 per share
Share repurchase
JPY 149.9 million
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Toshiki Kawai
President, CEO, GM of Corporate Innovation Division, Representative Director & Corporate Officer

Toshiki Kawai is a prominent Japanese business executive known for his leadership role at Tokyo Electron Ltd., a leading global company in the semiconductor industry. Kawai joined Tokyo Electron in 1986 after completing his education. Over the years, he held several key positions within the company, including roles in sales, marketing, and management, which provided him with a comprehensive understanding of the company's operations and the semiconductor industry as a whole. Kawai became the President and CEO of Tokyo Electron Ltd. in 2016. Under his leadership, the company has focused on strengthening its technological capabilities and expanding its global market presence. One of his notable achievements as CEO has been driving Tokyo Electron to adapt to the rapidly evolving demands of the semiconductor market, including the rise of innovative technologies and increased demand for semiconductor equipment used in various industries, such as consumer electronics, telecommunications, and automotive. Through strategic investments in research and development, as well as forging partnerships and collaborations, Kawai has helped Tokyo Electron maintain its competitive edge. His leadership has also been recognized for fostering a corporate culture that emphasizes sustainability, innovation, and customer satisfaction. Overall, Toshiki Kawai's contributions have been integral to Tokyo Electron's continued growth and success as a major player in the global semiconductor equipment industry.

Tatsuya Aso
VP, Division Officer of GBPD and GM Legal, Compliance Unit, Human Resources & General Affairs Unit

Tatsuya Aso is known for his association with Tokyo Electron Ltd, a prominent company in the semiconductor and flat panel display production equipment industry. Tokyo Electron Ltd, headquartered in Japan, is a globally recognized leader in its field, playing a significant role in the electronics manufacturing supply chain. As of his role, Tatsuya Aso has been involved in the strategic decisions and leadership activities that guide the company's operations and innovations. He has contributed to Tokyo Electron’s mission of advancing technology to meet evolving customer needs, while maintaining a commitment to sustainable practices. Aso's career at Tokyo Electron is marked by a high-level engagement with both operational management and corporate strategy, ensuring that the company remains at the forefront of technological advancements. This includes overseeing collaborations, research and development, and initiatives aimed at expanding Tokyo Electron's reach in the global market. His work supports the company's endeavor in driving progress within the semiconductor industry.

Mr. Takeshi Okubo
Executive VP, GM of Global Sales & Customer Engineering Division and Corporate Officer

Takeshi Okubo is an executive at Tokyo Electron Ltd., a leading global company in the semiconductor production equipment industry. His role primarily involves corporate management and strategic planning, contributing to Tokyo Electron's position at the forefront of innovation and technology. Known for his leadership skills and deep understanding of the technology sector, Okubo has played a crucial role in driving the company's growth and maintaining its competitive edge in the market. His efforts are instrumental in strengthening Tokyo Electron's collaborations with other technology leaders and expanding its global presence.

Mr. Seisu Ikeda
Executive VP, GM of Account Sales Division & Corporate Officer

Seisu Ikeda is a notable executive at Tokyo Electron Ltd., where he serves as the Executive Officer & General Manager of the Corporate Development Division. In his role, Ikeda is involved in the strategic corporate planning and development initiatives that drive the growth of Tokyo Electron, a leading global company in the semiconductor production equipment industry. With extensive experience in executive leadership and corporate management, Ikeda contributes significantly to the company's strategic direction and innovation efforts, ensuring it remains competitive in the rapidly evolving tech landscape. His work involves overseeing key areas such as mergers and acquisitions, partnerships, and new business opportunities, aligned with the company’s long-term objectives.

Hiroshi Ishida
Senior VP & GM of Frontend Process Business Division

Hiroshi Ishida is a prominent figure in the semiconductor industry, specifically with Tokyo Electron Limited (TEL), a leading global company in semiconductor and flat panel display production equipment. With a background rooted in engineering and business acumen, Ishida has been instrumental in driving Tokyo Electron’s strategic initiatives and operational excellence. His leadership has been significant in fostering innovation and expanding the company's reach in the highly competitive tech market. Under his guidance, Tokyo Electron has continued to focus on research and development to maintain its competitive edge and respond to the evolving demands of the semiconductor sector. Throughout his career at Tokyo Electron, Hiroshi Ishida has been noted for his focus on sustainable growth, technological advancement, and commitment to quality. His contributions have helped reinforce TEL's reputation as a pioneer in the industry, advancing the capabilities of semiconductor devices globally.

Mr. David Brough
Senior VP & GM of Global Strategy

David Brough is an executive at Tokyo Electron Ltd., a leading global company specializing in semiconductor and flat panel display production equipment. As a seasoned professional, Brough has played a significant role in the company's operations and strategic growth. While specific details about his educational background and career trajectory before joining Tokyo Electron are not widely publicized, his contributions to the company are well regarded, particularly in areas related to operational efficiencies, market expansion, and fostering innovation within the semiconductor industry. His leadership is marked by a focus on aligning business strategies with technological advancements to drive sustainable growth for Tokyo Electron in a competitive global market.

Mr. Masayuki Kojima
Senior VP & GM of Development & Production 2nd Division

Masayuki Kojima is a prominent executive at Tokyo Electron Ltd., a leading company in the semiconductor production equipment and technology industry. He has held key positions within the company, contributing significantly to its operations and strategic direction. Tokyo Electron Ltd., headquartered in Japan, is globally recognized for its innovation in semiconductor and flat panel display production equipment. Kojima's leadership has been instrumental in advancing the company's technological advancements and expanding its market presence. With a focus on driving innovation and maintaining competitive advantage in the fast-evolving semiconductor industry, Kojima plays a critical role in guiding Tokyo Electron's corporate strategies and operational efficiencies. His expertise and vision have been vital in ensuring the company remains at the forefront of semiconductor equipment technology.

Shinichi Hayashi
Senior VP, Division Officer, & GM of Development & Production 3rd Division

Shinichi Hayashi is a prominent executive at Tokyo Electron Ltd, a leading global supplier of semiconductor and flat panel display production equipment. In his role, Hayashi has been instrumental in driving the company's strategic initiatives and technological advancements. He has been involved in various facets of Tokyo Electron's operations, contributing to the company's reputation for innovation and excellence in the semiconductor industry. His leadership and expertise have supported Tokyo Electron's growth and its ability to adapt to the rapidly changing demands of the global tech market. Hayashi's career includes a strong focus on enhancing operational efficiencies and expanding Tokyo Electron's presence in key international markets.

Masaki Yoshizawa
VP, Chief Strategist Project Subleader and GM of Business Innovation & DX Promotion Project

Masaki Yoshizawa has had a significant role in the leadership at Tokyo Electron Ltd., a prominent semiconductor and electronics company based in Japan. He has held the position of Chief Strategy Officer (CSO) and Executive Vice President at Tokyo Electron. With extensive experience in the semiconductor industry, Yoshizawa has been instrumental in leading Tokyo Electron's strategic planning and implementation initiatives, focusing on enhancing the company's competitive edge and global market presence. Under his leadership, Tokyo Electron has continued to innovate and strengthen its market position by developing cutting-edge technology and fostering strong industry partnerships. Yoshizawa has been a key driver in steering the company's strategic direction, ensuring alignment with the rapidly evolving demands of the semiconductor market. His work involves not just strategic planning but also engaging in significant decision-making and policy development to address global challenges in the semiconductor industry. His leadership has contributed to Tokyo Electron's reputation as a leading player in the field, leading initiatives that integrate technological advancements with market needs.

Keiichi Akiyama
Senior VP, GM of Backend Process Business Division, Division Officer of BPBD & Corporate Officers

Keiichi Akiyama is the Vice Chairman of Tokyo Electron Ltd. He has played a significant role in shaping the strategic direction of the company. Akiyama joined Tokyo Electron in 1980, and over the years, he has held various key positions, contributing to the company's growth and technological advancements. With profound expertise in the semiconductor industry, he has been instrumental in strengthening Tokyo Electron's position as a global leader in semiconductor and flat panel display production equipment. Akiyama's leadership has been marked by a commitment to innovation, operational excellence, and expansion into new markets. His contributions continue to influence Tokyo Electron's strategies in addressing the evolving demands of the technology sector.

Kontakt

Adresse
TOKYO-TO
Minato-ku
Akasaka Biz Tower, 5-3-1, Akasaka
Kontakt
+81355617000.0
www.tel.co.jp
Erhalten Sie KI-gestützte Einblicke zu jedem Unternehmen oder Thema.
KI-Assistent öffnen

Der innere Wert ist entscheidend und der einzige logische Weg, die relative Attraktivität von Investments und Unternehmen zu bewerten.

Warren Buffett