TDK Corp

6762: XTKS (JPN)

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TDK Earnings: HDD Magnetic Heads Post Seven-Year High Margin, Driven by AI; Fair Value Raised 8%

Kazunori Ito

Feb 3, 2026

TDK's sales grew 16.2% in the December quarter, driven by a 24.4% increase in sales of sensor application products and a 30.5% increase in sales of magnetic application products. The company raised its operating income guidance for fiscal year 2025 (ending in March 2026) by 8% to JPY 265 billion.

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TDK Corp

TDK Earnings: HDD Magnetic Heads Post Seven-Year High Margin, Driven by AI; Fair Value Raised 8%

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