Renesas Electronics Corporation

2026/02/16 Updated
Market Cap: $34.8B (¥5.3T)
Stock Price: $19.23 (¥2,940)
Exchange Rate: 1 USD = ¥152.91

Notice Regarding Earnings Guidance

The Non-GAAP revenue forecast for Q1 FY2026 is expected to be between JPY 367.5 billion and JPY 382.5 billion, with a gross profit margin of 58.5% and an operating income margin of 32.0%, exceeding the previous fiscal year results.

Importance:
Page Updated: February 5, 2026
IR Disclosure Date: February 5, 2026

Key Figures

  • Non-GAAP Revenue Forecast: JPY 367,500–382,500 million (Q1 FY2026)
  • Non-GAAP Gross Profit Margin Forecast: 58.5% (Q1 FY2026)
  • Non-GAAP Operating Income Margin Forecast: 32.0% (Q1 FY2026)

AI要約

Overview of Earnings Guidance

Renesas Electronics Corporation announced its consolidated earnings forecast for Q1 FY2026 (January 1 to March 31, 2026). On a Non-GAAP basis, revenue is projected within a range of JPY 367.5 billion to JPY 382.5 billion, with a gross profit margin of 58.5% and an operating income margin of 32.0%. Both revenue and profit margins are expected to improve compared to the previous fiscal year. The assumed exchange rates are JPY 154 per USD and JPY 182 per EUR. The Non-GAAP figures exclude intangible asset amortization related to acquisitions and one-time gains or losses, serving as useful indicators for understanding ongoing business performance.

Outlook and Risks

The earnings forecast is based on information available as of this time and includes potential risks and uncertainties. Actual results may differ due to market fluctuations, increased competition, foreign exchange movements, and other factors. Given the rapidly changing business environment in the semiconductor industry, full-year forecasts have limited reliability; therefore, quarterly guidance is disclosed in a range format. For details, please refer to the 'Full-Year Financial Summary for FY2025' released on the same day.

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