Name: Tokyo Electron reported financial history
Creator: Silicon Analytica

About the company

Tokyo Electron (TEL) is Japan's largest semiconductor equipment maker. It supplies coater/developers, which apply and develop light-sensitive photoresist alongside lithography scanners and where it holds the leading share, as well as etch, deposition, cleaning and wafer-testing (prober) systems. It also makes equipment for flat-panel display production. Its tools are used by logic, foundry and memory manufacturers worldwide, with China, Taiwan, South Korea and the United States its largest markets. Services, parts and upgrades for its installed base form a growing part of revenue.

Silicon Analytica summary based on the company's latest annual report

Key figures

Q2 FY2027 · 30 Sept 2026

RevenueCalc.: ≈US$5.9B
▲ +48.4% y/y
Operating incomeCalc.: ≈US$1.9B
▲ +86.4% y/y
Gross marginCalc.: +2.6 pp y/y
Operating marginCalc.: +6.4 pp y/y
Net incomeCalc.: ≈US$1.3B
▲ +71.7% y/y
Free cash flow: —

Figures from company filings. Calculated values marked Calc. · Methodology →

How the company earns its revenue

TEL reports a single segment (semiconductor production equipment). New equipment includes set-up services; Field Solutions covers parts, service, modifications and used equipment.

Total of categories: ¥2.4T · ≈US$15.5B, reconciles to reported revenue. Different classifications are never added together.

View sources

Tokyo Electron Consolidated Financial Statements FY2026 (English translation of the Annual Securities Report issued 22 Jun 2026) · Notes, Revenue Recognition, breakdown by products and services (page 48) · FY2026 · published 22 Jun 2026

Quarterly trend

12 available quarters · J-GAAP

Some quarters are derived from cumulative statements (fourth quarter = full year − first three quarters; cash flow from year-to-date differences). They are marked Calculated with the inputs.
Reported results only. Guidance appears separately below and is never mixed into this chart.

View sources

Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q3 FY2024 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q4 FY2024 · covers
Summary of Consolidated Financial Results (tanshin), three-month figures, Japanese GAAP (unaudited) · Consolidated statements of income (summary) · Q1 FY2025 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q2 FY2025 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q3 FY2025 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q4 FY2025 · covers
Summary of Consolidated Financial Results (tanshin), three-month figures, Japanese GAAP (unaudited) · Consolidated statements of income (summary) · Q1 FY2026 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q2 FY2026 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q3 FY2026 · covers
Summary of Consolidated Financial Results (tanshin), Japanese GAAP (unaudited); quarter derived from cumulative figures · Consolidated statements of income (summary) · Q4 FY2026 · covers
Summary of Consolidated Financial Results (tanshin), three-month figures, Japanese GAAP (unaudited) · Consolidated statements of income (summary) · Q1 FY2027 · covers
Summary of Consolidated Financial Results for the Second Quarter Ended September 30, 2026 (Japanese GAAP); quarter derived from cumulative figures · Consolidated statements of income (six months ended 30 Sep 2026) minus Q1 FY2027 tanshin · Q2 FY2027 · published 30 Oct 2026 · covers

Guidance vs actual

Full-year guidance only: Tokyo Electron does not give a quantitative revenue outlook for the next quarter in its results release.

Earnings history

Tokyo Electron's results by period: revenue, margins and segments from stored filings.

Quarters

Fiscal years

Five-year financial history

J-GAAP

Latest 5 completed fiscal years, J-GAAP, JPY, as reported in annual filings (restated comparatives used where later filings revised them). Ratios and growth are Silicon Analytica calculations from the same records.

Revenue

USD · fiscal years · J-GAAP · reported

Net income attributable to shareholders

USD · fiscal years · J-GAAP · reported

Tokyo Electron annual results
JPY	FY2022ended 31 Mar 2022	FY2023ended 31 Mar 2023	FY2024ended 31 Mar 2024	FY2025ended 31 Mar 2025	FY2026ended 31 Mar 2026
Revenue	≈US$12.7B	≈US$14.0B	≈US$11.6B	≈US$15.4B	≈US$15.5B
Gross profit	≈US$5.8B	≈US$6.2B	≈US$5.3B	≈US$7.3B	≈US$7.0B
Gross margin
Operating income	≈US$3.8B	≈US$3.9B	≈US$2.9B	≈US$4.4B	≈US$4.0B
Operating margin
Net income (attributable)	≈US$2.8B	≈US$3.0B	≈US$2.3B	≈US$3.4B	≈US$3.6B
Diluted EPS
R&D expense	≈US$1.0B	≈US$1.2B	≈US$1.3B	≈US$1.6B	≈US$1.8B
R&D as % of revenue

Revenue CAGR over 4 annual intervals (FY2022–FY2026): 5.1%.
R&D CAGR over 4 annual intervals: 15.1%.
Net income CAGR over the same intervals: 7.1%.
Growth is measured in JPY, the reporting currency. US$ equivalents use period-average Federal Reserve H.10 rates and include currency movements.
FY2022: Audited: yes; restated: no..
FY2023: Audited: yes; restated: no..
FY2024: Audited: yes; restated: no..
FY2025: Audited: yes; restated: no..
FY2026: Audited: yes; restated: no..
Select any figure for its source filing, period dates, accounting basis and calculation.

Peer comparison

Compare with another company

Peers not yet selected by the editor. Financials compares latest reported periods and labels mismatched period ends.

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Compare with

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Sources & methodology

Tokyo Electron consolidated financial statements FY2026 ↗ · Invalid Date · Financial statements supplied by the editor

Annual and quarterly figures come from the company's SEC filings (XBRL financial data and, where needed, the filed statements). Each value keeps its filing, period dates and accounting basis. Ratios, growth rates, free cash flow, split-adjusted EPS and derived quarters are Silicon Analytica calculations, shown with their inputs. Percentage growth is not shown when the prior value is zero or negative. US$ equivalents use period-average Federal Reserve H.10 rates. Guidance is shown only as company guidance; no analyst consensus is used.

Data checks: ✓ 67 passed

AW · Reviewed 14 Oct 2026