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TDK Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.100 |
| EPS actual | $0.0500 |
| EPS Surprise | -50.00% |
| Revenue estimate | 3.832B |
| Revenue actual | 4.036B |
| Revenue Surprise | 5.32% |
| Release date | Feb 02, 2026 |
| EPS estimate | $0.210 |
| EPS actual | $0.240 |
| EPS Surprise | 14.29% |
| Revenue estimate | 4.079B |
| Revenue actual | 4.336B |
| Revenue Surprise | 6.29% |
| Release date | Oct 31, 2025 |
| EPS estimate | $0.210 |
| EPS actual | $0.250 |
| EPS Surprise | 19.05% |
| Revenue estimate | 3.974B |
| Revenue actual | 4.391B |
| Revenue Surprise | 10.50% |
| Release date | Aug 01, 2025 |
| EPS estimate | $0.140 |
| EPS actual | $0.150 |
| EPS Surprise | 7.14% |
| Revenue estimate | 3.684B |
| Revenue actual | 3.7B |
| Revenue Surprise | 0.434% |
Last 4 Quarters for TDK
Below you can see how TTDKY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 01, 2025 |
| Price on release | $13.00 |
| EPS estimate | $0.140 |
| EPS actual | $0.150 |
| EPS surprise | 7.14% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $12.33 |
| Jul 29, 2025 | $12.16 |
| Jul 30, 2025 | $12.18 |
| Jul 31, 2025 | $12.28 |
| Aug 01, 2025 | $13.00 |
| Aug 04, 2025 | $12.29 |
| Aug 05, 2025 | $12.30 |
| Aug 06, 2025 | $12.35 |
| Aug 07, 2025 | $12.81 |
| 4 days before | 5.43% |
| 4 days after | -1.46% |
| On release day | -5.46% |
| Change in period | 3.89% |
| Release date | Oct 31, 2025 |
| Price on release | $17.86 |
| EPS estimate | $0.210 |
| EPS actual | $0.250 |
| EPS surprise | 19.05% |
| Date | Price |
|---|---|
| Oct 27, 2025 | $16.98 |
| Oct 28, 2025 | $18.18 |
| Oct 29, 2025 | $16.93 |
| Oct 30, 2025 | $16.84 |
| Oct 31, 2025 | $17.86 |
| Nov 03, 2025 | $17.99 |
| Nov 04, 2025 | $16.75 |
| Nov 05, 2025 | $16.81 |
| Nov 06, 2025 | $16.44 |
| 4 days before | 5.15% |
| 4 days after | -7.92% |
| On release day | 0.756% |
| Change in period | -3.18% |
| Release date | Feb 02, 2026 |
| Price on release | $13.68 |
| EPS estimate | $0.210 |
| EPS actual | $0.240 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $12.60 |
| Jan 28, 2026 | $12.63 |
| Jan 29, 2026 | $12.65 |
| Jan 30, 2026 | $12.80 |
| Feb 02, 2026 | $13.68 |
| Feb 03, 2026 | $13.90 |
| Feb 04, 2026 | $13.81 |
| Feb 05, 2026 | $13.84 |
| Feb 06, 2026 | $14.45 |
| 4 days before | 8.57% |
| 4 days after | 5.63% |
| On release day | 1.61% |
| Change in period | 14.68% |
| Release date | Apr 28, 2026 |
| Price on release | $17.21 |
| EPS estimate | $0.100 |
| EPS actual | $0.0500 |
| EPS surprise | -50.00% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $17.04 |
| Apr 23, 2026 | $16.50 |
| Apr 24, 2026 | $16.99 |
| Apr 27, 2026 | $17.04 |
| Apr 28, 2026 | $17.21 |
| Apr 29, 2026 | $17.65 |
| Apr 30, 2026 | $18.66 |
| May 01, 2026 | $17.66 |
| May 04, 2026 | $17.73 |
| 4 days before | 1.00% |
| 4 days after | 3.02% |
| On release day | 2.56% |
| Change in period | 4.05% |
TDK Earnings Call Transcript Summary of Q1 2026
TDK reported Q1 FY2026 net sales of JPY535.8 billion, up 3.3% year-on-year, while operating profit fell 2.5% to JPY56.4 billion. The quarter was materially impacted by a stronger yen (FX headwind of about JPY37.6 billion in sales and JPY7.1 billion in operating profit) and weaker BEV-related automotive demand, offset partly by stronger ICT demand (small-capacity batteries, sensors, HDD suspension assemblies). Segment highlights: passive components saw lower automotive sales and a sharp drop in operating profit; sensor application products returned to profit driven by MEMS microphones and TMR sensors for smartphones; magnetic application products saw flat sales but improved profitability from mix and cost measures; energy application products delivered solid sales and a large rise in operating profit driven by battery volumes for ICT and industrial equipment. Q1 operating cash flow was JPY59.0 billion and free cash flow was slightly negative (JPY3.9 billion) due to acquisitions related to the AI ecosystem. For Q2 the company expects sequential revenue increases across most segments (passive ~0–3%; sensors +12–15%; magnetic +10–13%; energy +12–15%) assuming JPY140/USD. For the full year, TDK is maintaining its previously announced base-case guidance (and the risk scenario) given ongoing tariff/ geopolitical uncertainty; no change to capital spending, D&A, R&D, ROIC or dividend policy. Investor events: TDK United Report (English) on Aug 8 and Investor Day on Sep 1.
