Tokyo Electron Ltd

8035: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Tokyo Electron Earnings: Strong Guidance Points to Above-Market Growth; Raising Fair Value by 22%

Kazunori Ito

May 4, 2026

Tokyo Electron's March-quarter revenue was 9% up from the previous year, exceeding its guidance by 5%. For the new fiscal year ending in March 2027, the company guided 33% sales growth in the first six months, based on the assumption that the wafer fab equipment market will grow by 25%-30% in 2026.

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Tokyo Electron Ltd

Tokyo Electron Earnings: Strong Guidance Points to Above-Market Growth; Raising Fair Value by 22%

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