Renesas Electronics Corp

6723: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Renesas Earnings: Outlook Keeps Us Positive on Automotive and AI Chip Demand; Fair Value Up 12%

Jing Jie Yu

Aug 3, 2026

Renesas' second-quarter revenue and operating margin were JPY 418 billion and 24%, up 29% and 1,218 basis points year on year. Management noted limited facility damage from the recent Kumamoto earthquake.

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Renesas Electronics Corp

Renesas Earnings: Outlook Keeps Us Positive on Automotive and AI Chip Demand; Fair Value Up 12%

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