8035
Tokyo Electron Limited
東京エレクトロン株式会社
Technology · Semiconductor Equipment & Materials
Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally. The company provides coaters/developers, plasma etch systems, cleaning systems, deposition systems, test systems, 3D integration systems, SiC Epitaxial CVD systems, and gas cluster beam systems, as well as other deposition and lithography and other products. It also offers engineering services; spare parts/repairs; upgrades/modification; and used products. The company was incorporated in 1951 and is based in Tokyo, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥2,443.5B
¥2,431.6B
¥1,830.5B
¥2,209.0B
¥2,003.8B
Cost of Sales
¥1,335.7B
¥1,285.3B
¥1,000.3B
¥1,224.6B
¥1,092.0B
Gross Profit
¥1,107.9B
¥1,146.3B
¥830.3B
¥984.4B
¥911.8B
SG&A
¥482.9B
¥449.0B
¥374.0B
¥366.7B
¥312.6B
Operating Income
¥624.9B
¥697.3B
¥456.3B
¥617.7B
¥599.3B
Non-Operating Income
¥10.8B
¥12.6B
¥12.2B
¥10.1B
¥6.0B
Dividend Income
—
¥1.4B
—
¥1.2B
¥959M
Interest Income
—
¥2.2B
¥2.6B
¥1.2B
¥616M
Non-Operating Expenses
—
¥2.2B
¥5.2B
¥2.6B
¥3.5B
Ordinary Income
¥630.3B
¥707.7B
¥463.2B
¥625.2B
¥601.7B
Pre-tax Income
¥748.2B
¥706.1B
¥473.4B
¥624.9B
¥596.7B
Income Taxes
¥173.7B
¥162.0B
¥109.5B
¥153.3B
¥159.6B
Current Tax
—
¥172.4B
¥124.0B
¥173.7B
¥162.7B
Deferred Tax
—
¥-10.4B
¥-14.5B
¥-20.4B
¥-3.1B
Net Income (owners)
¥574.5B
¥544.1B
¥364.0B
¥471.6B
¥437.1B
Comprehensive Income
—
¥476.1B
¥478.3B
¥501.4B
¥486.2B
EBITDA
¥705.9B
¥759.6B
¥508.7B
¥660.8B
¥636.2B
Goodwill Amort. (J-GAAP)
—
¥117M
¥73M
¥168M
¥206M
EPS
¥1,254.57
¥1,182.40
¥783.75
¥1,007.82
¥2,807.84
Shares Outstanding
—
459.5M
464.4M
156.6M
156.4M
Shares Issued (total)
—
471.6M
471.6M
157.2M
157.2M
Treasury Shares
—
12.1M
7.3M
0.6M
0.9M
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥2,861.0B
¥2,626.0B
¥2,456.5B
¥2,311.6B
¥1,894.5B
Current Assets
¥1,835.5B
¥1,800.8B
¥1,700.5B
¥1,741.0B
¥1,408.7B
Cash & Deposits
¥451.3B
¥416.2B
¥462.4B
¥473.1B
¥274.3B
Trade Receivables
—
¥485.6B
¥391.4B
¥464.9B
¥433.9B
Non-Current Assets
¥1,025.5B
¥825.2B
¥756.0B
¥570.6B
¥485.8B
PP&E
¥589.3B
¥441.7B
¥337.4B
¥259.1B
¥223.1B
Intangible Assets
—
¥35.9B
¥32.4B
¥28.6B
¥22.5B
Investment Securities
¥225.5B
¥200.0B
¥277.7B
¥165.5B
¥145.0B
Deferred Tax Assets
—
¥69.6B
¥42.1B
¥58.6B
¥45.7B
Total Liabilities
¥791.0B
¥770.8B
¥696.3B
¥712.1B
¥547.4B
Current Liabilities
¥679.2B
¥677.9B
¥611.9B
¥629.9B
¥468.6B
Accounts Payable
—
¥108.0B
¥92.4B
¥116.3B
¥120.9B
Taxes Payable
—
¥109.4B
¥80.0B
¥71.2B
¥107.2B
Non-Current Liabilities
¥111.8B
¥92.8B
¥84.4B
¥82.2B
¥78.8B
Pension Obligations
—
¥56.5B
¥56.1B
¥60.4B
¥62.5B
Total Equity
¥2,070.0B
¥1,855.2B
¥1,760.2B
¥1,599.5B
¥1,347.0B
Capital Stock
—
¥55.0B
¥55.0B
¥55.0B
¥55.0B
Capital Surplus
—
¥78.0B
¥78.0B
¥78.0B
¥78.0B
Retained Earnings
¥2,083.4B
¥1,783.9B
¥1,480.3B
¥1,322.2B
¥1,105.0B
Treasury Stock
—
¥-277.7B
¥-135.2B
¥-22.0B
¥-27.4B
AOCI
—
¥200.7B
¥268.8B
¥154.5B
¥124.6B
Equity (owners)
¥1,795.7B
¥1,639.2B
¥1,478.1B
¥1,433.1B
¥1,210.5B
Net Cash ⓘ
¥451.3B
¥416.2B
¥462.4B
¥473.1B
¥274.3B
NCAV ⓘ
¥1,044.5B
¥1,030.0B
¥1,004.2B
¥1,028.9B
¥861.3B
NCAV/Share
—
¥2,242
¥2,162
¥6,569
¥5,508
BV/Share
—
¥3,567
¥3,183
¥9,150
¥7,742
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥539.7B
¥582.2B
¥434.7B
¥426.3B
¥283.4B
Taxes Paid
—
¥-142.8B
¥-118.9B
¥-209.1B
¥-106.1B
Interest Received
—
¥4.5B
¥4.5B
¥2.9B
¥2.2B
D&A
¥81.0B
¥62.1B
¥52.3B
¥42.9B
¥36.7B
Goodwill Amort.
—
¥117M
¥73M
¥168M
¥206M
Investing CF
¥-96.5B
¥-169.6B
¥-125.1B
¥-41.8B
¥-55.6B
CapEx
¥209.0B
¥158.4B
¥117.0B
¥66.9B
¥56.2B
Financing CF
¥-425.4B
¥-388.8B
¥-325.0B
¥-256.5B
¥-167.3B
Dividends Paid
—
¥-236.3B
¥-202.5B
¥-253.0B
¥-166.3B
Share Buybacks
—
¥-150.0B
¥-120.0B
¥-1.7B
¥-15M
Free Cash Flow
¥330.7B
¥423.8B
¥317.7B
¥359.4B
¥227.2B
Net Change in Cash
—
¥23.5B
¥-10.9B
¥136.8B
¥69.7B
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
29.3%
30.3%
21.8%
32.3%
37.2%
ROA
20.9%
21.4%
15.3%
22.4%
23.1%
EPS
¥1,254.57
¥1,182.40
¥783.75
¥1,007.82
¥2,807.84
DPS
¥264.00
¥592.00
¥393.00
¥1,711.00
¥1,403.00
BPS
¥4,498.85
¥4,016.34
¥3,773.11
¥3,389.68
¥8,572.45
FCF/Share
—
¥922
¥684
¥2,295
¥1,453
NCAV/Share
—
¥2,242
¥2,162
¥6,569
¥5,508
Payout Ratio
21.0%
50.1%
50.1%
169.8%
50.0%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 6
Date Activist Stake Event Flag Demands Source
2026-03-04
BlackRock Japan Co., Ltd.
8.37%
+1.03%
change
Passive
—
2025-09-19
Sumitomo Mitsui Trust Asset Management Co.,Ltd.
7.55%
-0.32%
change
Passive
—
2024-09-17
Mitsubishi UFJ Financial Group Inc.
4.82%
-1.02%
change
Passive
—
2023-10-16
Mitsubishi UFJ Financial Group Inc.
5.84%
change
Passive
—
2023-07-05
BlackRock Japan Co., Ltd.
7.34%
change
Passive
—
2023-06-21
Sumitomo Mitsui Trust Asset Management Co.,Ltd.
7.87%
change
Passive
—
Capital Allocation Signals 1
Date
Type
Amount
Summary
2026-05-12
16:00
Div Increase
¥166.0B ¥364.0/sh
+11%
Tokyo Electron announced a final dividend of ¥364 per share for fiscal year ending March 31, 2026, approved by the Board…
Summary
Tokyo Electron announced a final dividend of ¥364 per share for fiscal year ending March 31, 2026, approved by the Board on May 12, 2026. Total dividend payout reaches ¥166.0 billion with ex-dividend date of June 2, 2026. Annual dividend increases 6.1% YoY to ¥628 per share (from ¥592), representing an 11.3% increase in the final dividend versus prior year's ¥327 per share.
YoY: +11%
Source (JP)
1株当たり配当金 364円、配当金の総額 166,041百万円。効力発生日 2026年6月2日。配当原資は利益剰余金。前期実績(2025年3月期)327円から増配。
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 3
#
Shareholder
Shares (thou.)
% of Total
1
Japan Master Trust Bank
日本マスタートラスト信託銀行 株式会社(信託口)
115,962
25.23%
2
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
47,496
10.33%
3
TBS Holdings Co., Ltd.
株式会社TBSホールディングス
15,112
3.28%
4
JP MORGAN CHASE BANK
JP MORGAN CHASE BANK 385632 (常任代理人 株式会社みずほ銀行)
12,987
2.82%
5
STATE STREET BANK WEST CLIENT – TREATY
STATE STREET BANK WEST CLIENT – TREATY 505234 (常任代理人 株式会社みずほ銀行)
9,397
2.04%
6
State Street Bank and Trust Company
STATE STREET BANK AND TRUST COMPANY 505001 (常任代理人 株式会社みずほ銀行)
9,257
2.01%
7
GOVERNMENT OF NORWAY
GOVERNMENT OF NORWAY (常任代理人 シティバンク、エヌ・エイ)
6,640
1.44%
8
HSBC HONG KONG-TREASURY SERVICES A/C ASIAN EQUITIES DERIVATIVES
HSBC HONG KONG-TREASURY SERVICES A/C ASIAN EQUITIES DERIVATIVES (常任代理人 香港上海銀行)
6,466
1.40%
9
JP MORGAN CHASE BANK
JP MORGAN CHASE BANK 385781 (常任代理人 株式会社みずほ銀行)
6,377
1.38%
10
JPモルガン証券株式会社
5,688
1.23%
Domestic Nominees
35.6%
-0.0% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
8.2%
-0.4% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
7.3%
-0.0% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
Japan Master Trust Bank
日本マスタートラスト信託銀行
27.01%
25.20%
25.23%
+0.03%
Japan Custody Bank
日本カストディ銀行
12.62%
10.41%
10.33%
-0.08%
JP Morgan
5.04%
4.72%
4.20%
-0.52%
State Street
3.10%
3.90%
4.05%
+0.15%
TBS Holdings Co., Ltd.
式会社TBSホールディングス
3.47%
3.25%
3.28%
+0.03%
GOVERNMENT OF NORWAY
—
1.56%
1.44%
-0.12%
HSBC HONG KONG-TREASURY SERVICES A/C ASIAN EQUITIES DERIVATIVES
—
1.57%
1.40%
-0.17%
JPモルガン証券
0.94%
1.01%
1.23%
+0.22%
HSBC HONGKONG-TREASURY SERVICES A/C ASIAN EQUITIES DERIVATIVES
last seen 2023
Exited Top 10
0.95%
—
—
Concentration (HHI)
ⓘ
938
797
794
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥194,412M
+21% since 2023
Holdings
3
Trend
1 unwinding
vs 2023
Held Company
FY2025
¥194,412M total
FY2023
¥160,774M total
Book Val ¥M
Shares
Book Val ¥M
Shares
ASM International N.V.
181,718
2,699,000
146,267
2,699,000
Hana Materials,Inc.
8,539
2,726,200
11,889
2,726,200
TBS Holdings Co., Ltd.
㈱TBSホールディングス
4,155
-29.1%
↓
974,569
2,618
1,374,569
M
Portfolio total
194,412
160,774
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding