TOELY
WFE
Tokyo Electron Limited
CIK ISIN:US8891101029
reports in JPY
Latest Quarter
$4.6
B
+
10.6% YoY
Q4 FY2026 · ended 2026-03-31
·
+
29.0% QoQ
Last Annual (FY)
$17.2
B
+
6.6% YoY
FY2026 · ended 2026-03-31
Pretax Income (FY)
$5.3
B
+
12.3% YoY
FY2026
·
30.6% margin
§
Supply Chain / direct relationships — curated
Suppliers 16
MKSI
MKS Instruments
Equipment
5301.T
Tokai Carbon
Materials
6367.T
Daikin Industries
Materials
6490.T
PILLAR Corporation
Materials
6622.T
DAIHEN
Equipment
6856.T
Horiba
Equipment
6890.T
Ferrotec
Materials
+ 9 private/untracked — mostly equipment, materials
Supplied to 6
+ 2 private/untracked — mostly equipment
§
Revenue / Quarterly
· inner bar = gross margin
Recent quarters
§
Newly Published Pages / on Tokyo Electron Limited's own site, last 30 days
checked daily
· last sweep Jul 25
§
Deep Dive / Model-annotated language & 13F ownership
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§
Holders & Moves / Every 13F filer, 2026Q2
24 holders
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| GAMMA INVESTING LLC | ADD | $1 M | 0.1% | +612 |
| DIVERSIFIED TRUST CO | ADD | $446 K | 0.0% | +136 |
| DB FITZPATRICK & CO, INC | NEW | $400 K | 0.2% | +1,646 |
| MOODY LYNN & LIEBERSON, LLC | NEW | $225 K | 0.0% | +925 |
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See every 13F filer's position, Δ shares QoQ, % of book —
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Pro adds four more sections here for TOELY: scored earnings-call
language, the insider Form-4 tape, the live company feed, and this week's Engine context.
§
Annual P&L / Revenue · pretax income · margin
8 FY
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2026 | 2026-03-31 | $17.2 B | $5.3 B | 30.6% | + 12.3% |
| 2025 | 2025-03-31 | $16.0 B | $4.6 B | 29.0% | + 49.1% |
| 2024 | 2024-03-31 | $12.7 B | $3.3 B | 25.9% | -24.2% |
| 2023 | 2023-03-31 | $16.3 B | $4.6 B | 28.3% | + 4.7% |
| 2022 | 2022-03-31 | $17.9 B | $5.3 B | 29.8% | + 88.2% |
| 2021 | 2021-03-31 | $13.2 B | $3.0 B | 22.7% | + 29.6% |
| 2020 | 2020-03-31 | $10.4 B | $2.3 B | 21.7% | -23.9% |
| 2019 | 2019-03-31 | $11.5 B | $2.9 B | 25.2% | + 16.8% |
§
Peers
/ Other Wafer Fab Equipment issuers we track
5
§
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