Tokyo Electron Ltd

8035: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Tokyo Electron Earnings: Robust AI Investment Drives WFE Sales Growth in 2026; FVE Up by 19%

Kazunori Ito

Nov 3, 2025

Tokyo Electron's September-quarter revenue was up 11% year on year and 5% above the company's guidance. Although the company did not revise its guidance for the second half of fiscal 2025 (ending March 2026), expecting an 8% year-on-year sales decline, it did share its improved prospects for 2026.

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Tokyo Electron Ltd

Tokyo Electron Earnings: Robust AI Investment Drives WFE Sales Growth in 2026; FVE Up by 19%

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