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Home/Stocks/8035.T
TSE · Japan · Semiconductor Equipment & Materials

8035.T Tokyo Electron

Coater/developer, etch and deposition tools

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥9,110.0
−3.68% today
1W
−12.0%
1M
−12.5%
3M
−28.5%
YTD
+38.7%
1Y
+62.6%
Off 52w high
−40.2%
Next earnings (est.): 2026-10-30
Market cap¥4.29T≈ $27.38B
P/E (trailing)34.9Forward 7.4
EV / sales8.0×EV/EBITDA 27.1×
Revenue (TTM)¥2.63TGrowth 33.3% y/y
Margins45.6%gross · op 28.9%
Free cash flow¥297BCash ¥410B · debt ¥0
Analyst target¥15,275+67.7% upside · 23 analysts · buy
Riskβ 1.33Short — of float · yield 4.83%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

8035.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsBeat / raise

    Reported EPS 72.27 vs 69.64 expected (+3.8% surprise).

  2. 7
    2026-04-29EarningsBeat / raise

    Reported EPS 93.73 vs 81.82 expected (+14.6% surprise).

  3. 6
    2026-02-06EarningsMiss / cut

    Reported EPS 51.72 vs 54.12 expected (-4.4% surprise).

  4. 5
    2025-10-31EarningsMiss / cut

    Reported EPS 54.04 vs 54.14 expected (-0.2% surprise).

  5. 4
    2025-07-31EarningsMiss / cut

    Reported EPS 51.43 vs 54.2 expected (-5.1% surprise).

  6. 3
    2025-04-30EarningsBeat / raise

    Reported EPS 62.4 vs 56.69 expected (+10.1% surprise).

  7. 2
    2025-02-06EarningsBeat / raise

    Reported EPS 68.35 vs 55.2 expected (+23.8% surprise).

  8. 1
    2024-11-12EarningsBeat / raise

    Reported EPS 51.09 vs 45.09 expected (+13.3% surprise).

Predictions involving 8035.T

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-3069.6472.27+3.8%
2026-04-2981.8293.73+14.6%
2026-02-0654.1251.72−4.4%
2025-10-3154.1454.04−0.2%
2025-07-3154.251.43−5.1%
2025-04-3056.6962.4+10.1%
2025-02-0655.268.35+23.8%
2024-11-1245.0951.09+13.3%
2024-08-0842.8954.64+27.4%
2024-05-1046.5453.92+15.8%
2024-02-0837.3443.81+17.3%
2023-11-1029.1531.53+8.2%
2023-08-1026.1327.49+5.2%
2023-05-1031.3550.68+61.7%
2023-02-0935.736.54+2.3%
2022-11-0962.5276.65+22.6%
2022-08-0850.8737.71−25.9%
2022-05-1149.1254.97+11.9%
2022-02-1045.1646.43+2.8%
2021-11-1237.9242.77+12.8%
2021-08-1633.7543.01+27.4%
2021-04-2933.3736.33+8.9%
2021-01-2822.5119.79−12.1%
2020-10-2920.7123.82+15.0%

About Tokyo Electron

Website ↗

Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally. The company provides coaters/developers, plasma etch systems, cleaning systems, deposition systems, test systems, 3D integration systems, SiC Epitaxial CVD systems, and gas cluster beam systems, as well as other deposition and lithography and other products. It also offers engineering services; spare parts/repairs; upgrades/modification; and used products, as well as display production equipment. The company was incorporated in 1951 and is based in Tokyo, Japan.

20,236 employees · Tokyo, Japan

Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.

Deposition→Etch→Inspection→Yield

What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
AMAT
Applied Materials
Deposition and materials engineering across logic, DRAM and packaging $391.6+3.81%−19.3%+52.9%
LRCX
Lam Research
Etch and deposition critical for GAA and HBM $239.8+4.22%−23.9%+40.5%
KLAC
KLA
Process control and inspection at leading nodes $150.4+3.27%−20.0%+24.2%
ASM.AS
ASM International
ALD/epitaxy for gate-all-around transistors €707.8+1.14%−16.2%+37.3%
ONTO
Onto Innovation
Advanced-packaging metrology and lithography $205.6+3.48%−28.5%+30.2%
CAMT
Camtek
Inspection for HBM and advanced packaging $124.9+3.09%−15.1%+17.4%
NVMI
Nova
Dimensional and materials metrology $318.4+2.27%−13.5%−3.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.