Renesas Electronics Corp

6723: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Renesas Earnings: Capacity Expansion Boosts Near-Term Outlook; Long-Term Fundamentals Largely Intact

Jing Jie Yu

Oct 30, 2026

Renesas' September-quarter revenue of JPY 456 billion rose 30% year over year and non-GAAP operating margin of 35% expanded 301 basis points. Shares closed 5% lower after the release.

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Renesas Electronics Corp

Renesas Earnings: Capacity Expansion Boosts Near-Term Outlook; Long-Term Fundamentals Largely Intact

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