TDK Corp

6762: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TDK Earnings: AI Data Center Upside and Resilient Batteries Drive 10% Fair Value Lift

Kazunori Ito

Aug 3, 2026

TDK's first-quarter revenue rose 38% year over year, while operating income increased 53%. Robust demand from artificial intelligence data centers, on top of the weaker yen, drove broader products such as passive components. Despite the upbeat earnings, TDK maintained its full-year guidance.

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TDK Corp

TDK Earnings: AI Data Center Upside and Resilient Batteries Drive 10% Fair Value Lift

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