Tokyo Electron Ltd

8035: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Tokyo Electron Earnings: Beat and Raise Underscores Near-Term Investment Strength; Shares Attractive

Jing Jie Yu

Nov 2, 2026

Tokyo Electron’s September-quarter revenue of JPY 935 billion and operating margin of 32% rose 48% and 644 basis points year on year. Management expects full-year revenue to rise 51% year on year and raised its 2027 wafer fab equipment demand outlook from USD 190 billion to USD 210 billion.

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Tokyo Electron Ltd

Tokyo Electron Earnings: Beat and Raise Underscores Near-Term Investment Strength; Shares Attractive

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