Renesas Electronics Corporation
CIK ISIN:US75972B1017
reports in JPY
+ 2 private/untracked — mostly ip
Renesas Electronics Corporation Renesas Electronics Corporation reported a mixed Q1 FY2026, missing EPS estimates by 37% while revenue was flat compared to street expectations. The company's guidance and capital expenditure plans suggest a cautious outlook, despite a positive tone on the earnings call.
read the full report →Renesas Electronics Corporation delivered a small street-basis revenue beat and a large EPS miss, but the market should not treat this as a simple cyclical recovery print. The variant view is that Q4 exposed a cost and capacity transition: demand is improving enough to support Q1 revenue of ¥387,279.4 million and +25.4% YoY growth, yet profitability has not proven it can return to the company’s own guided margin language without inventory and investment discipline.
read the full report →Renesas Electronics Corporation cleared the EPS bar by +21.4% despite a -0.9% revenue miss, and the market should not treat that as a clean demand inflection. The variant view is that the print pays for discipline, not acceleration: management is protecting earnings through OpEx and mix while the automotive product cycle, especially 28-micron and Gen 4 SoC, is still too small to reset revenue expectations.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| FULTON BANK, N.A. | TRIM | $312 K | 0.0% | -16,715 |
| GAMMA INVESTING LLC | ADD | $307 K | 0.0% | +2,803 |
| DIVERSIFIED TRUST CO | ADD | $239 K | 0.0% | +1,216 |
| GLEASON GROUP, INC. | NEW | $6 K | 0.0% | +382 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $9.3 B | $-212 M | -2.3% | -112.0% |
| 2024 | 2024-12-31 | $8.9 B | $1.7 B | 19.6% | -37.5% |
| 2023 | 2023-12-31 | $10.5 B | $3.0 B | 28.7% | + 16.5% |
| 2022 | 2022-12-31 | $11.5 B | $2.8 B | 24.1% | + 153.9% |
| 2021 | 2021-12-31 | $9.1 B | $1.3 B | 14.4% | + 118.8% |
| 2020 | 2020-12-31 | $6.7 B | $611 M | 9.1% | + 25275.9% |
| 2019 | 2019-12-31 | $6.6 B | $2 M | 0.0% | -99.6% |
| 2018 | 2018-12-31 | $6.9 B | $614 M | 9.0% | -20.1% |