TTDKY earnings
TDK Corporation — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Jul 31, 2026 | 0.27 | 0.16 | +69.4% |
| Apr 28, 2026 | 0.05 | 0.10 | -50.0% |
| Feb 02, 2026 | 0.24 | 0.21 | +14.3% |
| Oct 31, 2025 | 0.25 | 0.21 | +19.0% |
TDK Corporation reported results (Jul 31, 2026). EPS came in at ¥0.14 against a ¥0.16 consensus, missed by 12.5%. Revenue was ¥4.7B versus ¥4.1B expected, beat by 14.7%.
read the full report →TDK Corporation cleared a low bar on the street basis, but the investable message is that the market is still treating the print like a broad components recovery when the numbers show a narrower battery-led profit bridge. The variant view is that upside depends less on the small revenue beat and more on whether Q2 confirms management’s 12% to 15% sequential revenue ambition without further price pressure eroding the operating leverage.
read the full report →- Q1 sales rose 3.3 percent to jpy535.8 billion.