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Home/Stocks/6762.T
TSE · Japan · Electronic Components

6762.T TDK

Passive components, MLCCs and power supplies

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
¥2,572.0
−7.22% today
1W
−2.0%
1M
−13.7%
3M
−11.5%
YTD
+18.2%
1Y
+15.9%
Off 52w high
−37.0%
Next earnings (est.): 2026-10-30
Market cap¥4.88T≈ $30.99B
P/E (trailing)15.2Forward 24.1
EV / sales1.8×EV/EBITDA 9.3×
Revenue (TTM)¥2.71TGrowth 38.3% y/y
Margins31.1%gross · op 11.7%
Free cash flow-¥33.75BCash ¥870B · debt ¥764B
Analyst target¥4,178.8+62.5% upside · 16 analysts · buy
Riskβ 0.72Short — of float · yield 1.44%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

6762.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-29EarningsBeat / raise

    Reported EPS 50.49 vs 46.72 expected (+8.1% surprise).

  2. 7
    2026-07-30EarningsBeat / raise

    Reported EPS 42.45 vs 28.68 expected (+48.0% surprise).

  3. 6
    2026-04-27EarningsMiss / cut

    Reported EPS 7.62 vs 12.46 expected (-38.9% surprise).

  4. 5
    2026-02-01EarningsBeat / raise

    Reported EPS 36.77 vs 33.74 expected (+9.0% surprise).

  5. 4
    2025-10-30EarningsBeat / raise

    Reported EPS 36.85 vs 32.74 expected (+12.6% surprise).

  6. 3
    2025-08-01EarningsMiss / cut

    Reported EPS 21.85 vs 21.86 expected (-0.1% surprise).

  7. 2
    2025-04-28EarningsMiss / cut

    Reported EPS 3.31 vs 8.09 expected (-59.1% surprise).

  8. 1
    2025-01-31EarningsBeat / raise

    Reported EPS 29.07 vs 28.06 expected (+3.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-2946.7250.49+8.1%
2026-07-3028.6842.45+48.0%
2026-04-2712.467.62−38.9%
2026-02-0133.7436.77+9.0%
2025-10-3032.7436.85+12.6%
2025-08-0121.8621.85−0.1%
2025-04-288.093.31−59.1%
2025-01-3128.0629.07+3.6%
2024-11-0125.624.29−5.1%
2024-07-3016.1531.43+94.6%
2024-04-253.72.74−25.9%
2024-01-3122.0234.43+56.4%
2023-11-0121.3320.81−2.5%
2023-08-099.887.76−21.4%
2023-04-286.35-11.97−288.6%
2023-01-3022.6126.33+16.5%
2022-11-0123.3929.3+25.2%
2022-08-0113.0116.57+27.4%
2022-05-111.9431.77+1540.2%
2022-01-3117.4125.9+48.8%
2021-11-0117.7721.93+23.4%
2021-07-2814.2114.07−1.0%
2021-04-276.73.31−50.6%
2021-01-2916.8316.28−3.3%
2020-10-2913.2415.32+15.8%

About TDK

Website ↗

TDK Corporation, together with its subsidiaries, engages in the manufacture and sale of electronic components in Japan, Europe, China, Asia, the Americas, and internationally. The company operates through Passive Components, Sensor Application Products, Magnetic Application Products, Energy Application Products, and Others segments. The Passive Components segment offers ceramic capacitors, aluminum electrolytic capacitors, film capacitors, high-frequency components, piezoelectric material products, and circuit protection components, as well as inductive devices, including ferrite cores, coils, and transformers. The Sensor Application Products segment provides temperature and pressure, magnetic, and MEMS sensors. The Magnetic Application Products segment offers hard disk drives(HDD) heads, HDD suspension assemblies, and magnets. The Energy Application Products segment provides energy devi…

109,289 employees · Tokyo, Japan

An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.

Ceramic powder→MLCC→Board→Server

What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6981.T
Murata Manufacturing
Largest MLCC maker; high-cap parts for AI servers ¥6,358.0−7.72%−19.0%+98.6%
009150.KS
Samsung Electro-Mechanics
MLCCs and FC-BGA substrates ₩1,196,000−7.50%−21.7%+369.0%
6976.T
Taiyo Yuden
MLCCs and inductors ¥8,553.0−7.34%−8.3%+145.5%
2327.TW
Yageo
Capacitors and resistors (incl. KEMET) NT$502.0−7.55%−8.4%+118.9%
2492.TW
Walsin Technology
MLCCs and passives NT$381.0−9.93%+26.2%+227.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.