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Overview

Electric Appliances

Tokyo Electron Limited

Tokyo Electron Limited (TEL) develops, manufactures, sells, and services semiconductor production equipment, including coater/developers, etch systems, deposition systems (CVD/ALD), thermal processing equipment, and cleaning systems. The company serves leading global semiconductor manufacturers across memory, logic, and foundry segments, offering a broad product portfolio spanning front-end wafer processing through advanced packaging. TEL holds top-tier global market positions in multiple equipment categories and differentiates through deep process know-how, strong customer co-development relationships, and a growing DX/field productivity solutions offering.

Market Cap

¥21,500B

US$137B

¥20,786B

US$133B

Stock¥9,458▲+0.08%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

26.7

LTM EV/EBIT

30.1

LTM PER

34.6

LTM PBR

10.2

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+34.9%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Jul 31, 26Q1 FY2027/03 earnings announced

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

98%

EquityD/E 0.02xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 50.8%

as of 2026-03-31 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

24.43%

Custody Bank of Japan, Ltd. (Trust Account)

10.13%

TBS HOLDINGS,INC.

3.31%

THE CHASE MANHATTAN BANK, N. A. LONDONSECS LENDING OMNIBUS ACCOUNT (Standing Proxy: Mizuho Bank, Ltd.)

3.26%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.53%

HSBC HONG KONG-TREASURY SERVICES A/C ASIAN EQUITIES DERIVATIVES (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited)

1.62%

GOVERNMENT OF NORWAY (Standing Proxy: Citibank, N.A.)

1.47%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.45%

BNYM AS AGT/CLTS NON TREATY JASDEC (Standing Proxy: MUFG Bank, Ltd.)

1.40%

JP MORGAN CHASE BANK 385642 (Standing Proxy: Mizuho Bank, Ltd.)

1.24%

Management

14 officers

Toshiki KAWAI

Representative Director, President, CEO, Corporate Officer

As described in (i)

1963-08-26

Keishi TAHARA

Director, Chairman of the Board

As described in (i)

1958-01-03

Hiroyuki ISHIDA

Director, Vice President, COO, Corporate Officer

Apr 1991 Joined the Company Apr 2012 General Manager, Thermal Process System Marketing Department Jul 2018 Executive Officer; Business Unit General Manager, TFF Business Unit Jul 2022 Business Unit General Manager, ES Business Unit Jun 2024 Corporate Officer (current) Jul 2024 Managing Executive Officer; Division Officer, Front-End Business Division Jun 2026 Director, Vice President (current) Jul 2026 COO (Chief Operating Officer) (current)

1968-10-01

Shinichi HAYASHI

Director, Corporate Officer, Senior Managing Executive Officer

Mar 1996 Joined Tokyo Electron Kyushu Limited Jul 2015 Executive Officer, Tokyo Electron Kyushu Limited Dec 2016 Managing Executive Officer, Tokyo Electron Kyushu Limited Apr 2018 Representative Director, President, Tokyo Electron Kyushu Limited (current) Jul 2018 Executive Officer; General Manager, Third Development and Production Division of the Company Jul 2022 Managing Executive Officer of the Company Jul 2024 Division Officer, Third Development and Production Division (current) Feb 2025 Division Officer, Corporate Production Division (current) Jun 2026 Director (current); Corporate Officer (current) Jul 2026 Senior Managing Executive Officer (current) Principal concurrent position: Representative Director, President, Tokyo Electron Kyushu Limited

1967-11-01

Michio SASAKI

Director

As described in (i)

1957-03-07

Joseph KRAFT

Director

As described in (i)

1964-05-12

Yukari SUZUKI

Director

As described in (i)

1962-09-16

Yukihiro SHINOHARA

Director

As described in (i)

1960-03-09

Jennifer ROGERS

Director

Sep 1989 Joined Haight Gardner Poor & Havens (now Holland & Knight LLP) Dec 1990 Admitted to the New York State Bar Feb 1991 Joined The Industrial Bank of Japan, Limited (now Mizuho Bank, Ltd.) Dec 1994 Joined Merrill Lynch Securities Company (now BofA Securities Japan Co., Ltd.) Nov 2000 Merrill Lynch Europe Plc (now Merrill Lynch Europe Limited) Jul 2006 Merrill Lynch (Asia Pacific) Limited (now Bank of America Corporation), Hong Kong Jan 2012 Bank of America Merrill Lynch (now Bank of America Corporation), New York Nov 2012 Asurion Asia Pacific Limited, Hong Kong; General Counsel Asia Nov 2014 Asurion Japan Holdings LLC; General Counsel Asia Jan 2025 General Counsel International, Asurion Japan Holdings LLC (current) Jun 2026 Director of the Company (current) Principal concurrent positions: Outside Director, Kawasaki Heavy Industries, Ltd.; Outside Director, Sumitomo Mitsui Financial Group, Inc.; Outside Director, ASICS Corporation

1963-06-22

Yutaka NANASAWA

Standing Audit & Supervisory Board Member

As described in (i)

1962-11-20

Tsugihiko MATSUURA

Standing Audit & Supervisory Board Member

As described in (i)

1962-01-08

Ryota MIURA

Audit & Supervisory Board Member

As described in (i)

1974-05-14

Hiroshi ENDO

Audit & Supervisory Board Member

As described in (i)

1954-05-20

Ayako MAKINO

Audit & Supervisory Board Member

As described in (i)

1965-11-02

Large Shareholding Reports

BlackRock Japan Co., Ltd.

2026-03-04

2.55%→2.17%

Amova Asset Management Co., Ltd.

2025-09-19

4.52%→4.54%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-07-30

Q1 Earnings Flash

FY ending Mar 2027

Tokyo Electron Limited

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Tokyo Electron Limited

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