Tokyo Electron Ltd

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Tokyo Electron Ltd. engages in the development, manufacture, and sale of semiconductor production equipment and industrial electronics products for flat panel display manufacturing equipment. It operates through the Semiconductor Production Equipment (SPE) segment. SPE handles the development, manufacture, service, and distribution of coaters/developers, plasma etch systems, thermal processing systems, single wafer deposition systems, cleaning systems, wafer probers, and other semiconductor production equipment. The company was founded on November 11, 1963 and is headquartered in Tokyo, Japan.

TOELY was upbeat in its latest outlook, which calls for a fairly quick end to the current downturn in demand for semiconductor equipment. A couple of recent developments may have thrown a monkey wrench into the outlook, which may warrant a revision to the outlook.

Tokyo Electron: Last Word On Export Rules To China Yet To Come

Applied Materials

ASML Hld

Lam Research

Taiwan Semiconductor Manufacturing

The semiconductor industry is experiencing a downturn due to a decrease in consumer demand, high inventory levels resulting from that and geopolitical tensions between China and the US. The long-term case for semiconductor equipment manufacturers remains strong, driven by the ongoing digitalization of. well, everything.

March'23 Semi-Cap Recap

Tokyo Electron Limited (OTCPK:TOELF) Q3 2023 Earnings Conference Call February 9, 2023 3:30 AM ET Company Participants Koichi Yatsuda - Vice President of Investor Relations Hiroshi Kawamoto - Vice President & General Manager, Finance Unit Toshiki Kawai - Representative Director, President & Chief Executive Officer Conference Call Participants Shuhei Nakamura - Goldman Sachs Yu Yoshida - CLSA Securities Mikio Hirakawa - BofA Securities Japan Tetsuya Wadaki - Mitsubishi UFJ Morgan Stanley Securities Takashi Shimamoto - Okasan Securities Masahiko Ishino - Tokai Tokyo Research Institute Masahiro Nakanomyo - Jefferies (Japan) Kenji Yasui - UBS Securities Japan Masahiro Shibano - Citigroup Global Markets Japan Koichi Yatsuda Now it's time for us to start Tokyo Electron Financial Announcement for the Third Quarter of Fiscal Year Ended on March 31, 2023. Thank you very much for joining us today despite your busy schedule.

Tokyo Electron Limited (TOELF) Q3 2023 Earnings Call Transcript

Earnings have begun to come out for Q4, and results in the semi-equipment industry are strong to date. This suggests that share price performance will turn positive moving forward rather than continued declines.

Tokyo Electron A Strong Buy As Sector Holds On

Tokyo Electron is a semiconductor equipment manufacturer and the market leader in the EUV Coater/Developer space with a 100% market share. As a Japanese company, it is rather underfollowed.

Tokyo Electron: Underfollowed EUV Niche Market Leader

Japan and the Netherlands have agreed in principle to join the United States in tightening controls over the export of advanced chip-making machinery to China, Bloomberg News reported on Monday, citing people familiar with the matter.

Japan, Netherlands to join U.S. in China chip curbs - Bloomberg News

Tokyo Electron delivered very strong Q2 2023 results, but guidance for the second half of the fiscal year was disappointing. There are reasons to believe growth will return, and we continue to be optimistic about the company and its industry long term.

Tokyo Electron: Weak Guidance For H2 Of FY2023, But Shares Remain Cheap

We believe Tokyo Electron is still facing supply chain issues due to its low % of finished products despite its inventory turnover ratio decreasing to 2.00x. We expect the company's DRAM segment revenue growth to remain superior to the NAND segment growth at the market CAGR of 7.3% to 5%.

Tokyo Electron: Drift To Buy

Virtually every semiconductor in the world passes through one of Tokyo Electron's systems. Despite this, the company is not that well-known by investors. The semiconductor market size is expected to exceed about $1 trillion by 2030, more than doubling the level in 2020, providing a huge tailwind to Tokyo Electron.

Tokyo Electron: It Is A Good Time To Buy Shares

Tokyo Electron produces equipment for wafer processing, and has quietly become one of the largest players in the segment. Financial performance is improved over previous industry cyclicality, and is in line with peers.

Tokyo Electron: Unwise Not To Consider This Semiconductor Equipment Leader

Alpha and Omega Semiconductor

Photronics

The semiconductor segment is poised for another stellar year in 2022.

Buy These 3 Semiconductor Stocks to Start 2022 with a Bang

360 Finance Inc - ADR

Wipro Limited Sponsored ADR

It was a great 2021 for the Wall Street but there were also some noteworthy international stocks like Wipro Limited (WIT), 360 DigiTech (QFIN) and Tokyo Electron (TOELY) that posted more than more-than-double returns compared to the S&P 500 Index year to date.

3 International Stocks That Crushed the U.S. Market in 2021

Tokyo Electron Limited (TOELF) CEO Toshiki Kawai on Q2 2022 Results - Earnings Call Transcript

Apple

Arrow Electronics

Avnet

Jabil

ON Semiconductor

Sensata Technologies Hld

Vishay Intertechnology

WESCO

The tech sector offers many stocks with fast-growing earnings at attractive valuations.

Tech Stocks Remain a Solid Option for Investors

Tokyo Electron Limited (TOELF) CEO Toshiki Kawai on Full Year 2021 Results - Earnings Call Transcript

KLA-Tencor

The largest semiconductor equipment firms are in for a run higher in 2021.

5 Top Semiconductor Manufacturing Equipment Stocks for the Global Chip Shortage

Tokyo Electron is positioned for growth from the predictable increase in semiconductor content, driven by expanding applications and new technologies. The company has a strong track record as one of the top three industry leaders. The market is becoming more mature, allowing for more stable growth.

Tokyo Electron: Solid Data-Driven Semiconductor Play

Inphi

Micron Technology

All three major U.S. indexes jumped Thursday on the back of some positive U.S.-China trade war news. This included the fact that President Trump tweeted “Big day of negotiations with China. They want to make a deal, but do I? I meet with the Vice Premier tomorrow at The White House.”

3 Semiconductor Stocks to Buy in the Fourth Quarter of 2019

Intel

NVIDIA

Let's take a look at three semiconductor stocks that pay a dividend that investors might want to consider buying right now.

3 Dividend-Paying Semiconductor Stocks to Buy in September

Japan's Tokyo Electron, the world's No.3 supplier of semiconductor manufacturing equipment, will not supply to Chinese clients blacklisted by Washington, a senior company executive told Reuters.

Exclusive: Top Japanese chip gear firm to honor U.S. blacklist of Chinese firms - executive

Let's see if Tokyo Electron (TOELY) stock is a good choice for value-oriented investors right now from multiple angles.

Is Tokyo Electron (TOELY) a Great Stock for Value Investors?

As memory companies curb capex spend in 2019, revenue of semiconductor equipment companies is forecast to drop from 37% in 2018 to -17% in 2019.

Semiconductor Equipment Revenues To Drop 17% In 2019 On 29% Capex Spend Cuts

News for Tokyo Electron Ltd Stock (TOELY)