TDK Corporation (6762)

TDK Corporation (6762) is a diversified Japanese electronic-components maker spanning MLCCs, sensors, HDD heads, and rechargeable batteries, with AI now the growth driver across the portfolio. For the year ended March 2026 net sales were a record 2,504.8 billion yen, up 14%, and TDK is targeting a tenfold rise in AI-data-center passive sales. It reports next in early August 2026.

Ticker6762
ExchangeTSE
SectorInformation Technology · Electronic Components
CountryJapan
WikidataQ855479
Last updated2026-06-15
Financial snapshot as of 2026-06-15

Next event: Next earnings · fiscal Q1 (Apr-Jun 2026) , estimated · Calendar-estimated; TDK reported fiscal Q1 on August 1 in both 2024 and 2025. Not yet company-confirmed; check TDK IR. (source)

Latest reported quarter: Fiscal year ended March 31, 2026 (full year) (reported 2026-04-28)

TDK reported record net sales of 2,504.8 billion yen (about $16.7 billion at roughly 150 yen per dollar) for the year ended March 31, 2026, up 14%, with record operating profit of 272.4 billion yen, up 22%, and a 10.9% operating margin. The Energy battery segment was the largest at 1,370.3 billion yen, while passives, sensors, and HDD-head magnetics all grew, and TDK named the AI ecosystem its core growth driver.

Net sales (full year) ¥2,504.8B +13.6% YoY · Record; about $16.7B at ~¥150/USD
Operating profit ¥272.4B +21.5% YoY · Record; 10.9% operating margin
Net income ¥195.7B +17.0% YoY · EPS ¥103.09
Passive Components revenue ¥593.2B +6.0% YoY · Capacitors +9.9% to ¥257.5B

Primary source

Revenue by segment

Energy Application Products (batteries & power) ¥1,370.3B · 54.7% of revenue +16.5% YoY
Passive Components (incl. MLCC) ¥593.2B · 23.7% of revenue +6.0% YoY
Magnetic Application Products (incl. HDD heads) ¥262.9B · 10.5% of revenue +17.6% YoY
Sensor Application Products ¥224.6B · 9.0% of revenue +18.6% YoY

Guidance: Forecast for year ending March 31, 2027

Net sales¥2,580.0B
Operating profit¥295.0B
Capital expenditures¥370.0B · Weighted to Energy and Magnetic; AI-ecosystem investment

Forecast issued April 28, 2026; assumes ¥150/USD and ¥175/EUR.

Guidance source

Recent & upcoming events

  • · Acquisition of SoftEye. TDK acquired San Diego-based SoftEye to embed AI in smart glasses, part of its push into the AI ecosystem. (source)
  • · MLCC-materials JV with Nippon Chemical Industrial. TDK established a 51/49 joint venture, TDK-NCI Advanced Materials, to accelerate MLCC ceramic-material development, including low-voltage, high-capacity MLCCs for data centers. (source)
  • · Record FY results; AI ecosystem named core driver. Record net sales of 2,504.8 billion yen and operating profit of 272.4 billion yen; TDK said it is targeting roughly a tenfold rise in passive-component sales for AI data centers and guided FY2027 capex up 24% to 370 billion yen. (source)

Figures are from TDK's earnings release and performance briefing for the fiscal year ended March 31, 2026. USD figures are approximate conversions at about ¥150/USD; TDK reports in Japanese yen.

Figures are as of 2026-06-15 and reflect the most recent public filings/IR releases; they are updated after each earnings report.

What does TDK Corporation do?

TDK runs four businesses. Passive Components includes MLCCs, inductors, and other passives. Sensor Application Products makes magnetic and temperature sensors. Magnetic Application Products makes HDD recording heads and power supplies. And the Energy segment, its largest at 1,370.3 billion yen, makes rechargeable batteries, including the small cells in smartphones (TDK, Apr 28, 2026). The spread means TDK touches AI from several angles at once: power passives, optical-transceiver inductors, AI-storage HDD heads, and device batteries.

How is AI driving TDK’s business?

TDK has made the AI ecosystem its stated growth priority. It is targeting a roughly tenfold rise in passive-component sales for AI data centers, positioning high-voltage capacitors, MLCCs, and thin-film inductors for the 400-800V power shift inside AI servers, and it set up a joint venture with Nippon Chemical Industrial to develop low-voltage, high-capacity MLCCs for data centers (TDK, Apr 2, 2026). The HDD-head magnetics business, which feeds AI nearline storage, saw operating profit jump roughly eightfold in the year ended March 2026 (TDK, Apr 28, 2026). President and CEO Noboru Saito set the target plainly:

“We plan to increase sales of passive components for AI data center-related applications by approximately tenfold through the initiatives I described earlier.”

— Noboru Saito, President and CEO, TDK Corporation (TDK, Apr 28, 2026)

What did TDK report for the year ended March 2026?

Net sales were a record 2,504.8 billion yen (about $16.7 billion at roughly 150 yen per dollar), up 14%, with record operating profit of 272.4 billion yen, up 22%, and a 10.9% operating margin (TDK, Apr 28, 2026). Net income was 195.7 billion yen and earnings per share were 103.09 yen. Passive Components grew 6% to 593.2 billion yen, with capacitors up 9.9%, while Sensor and Magnetic segments grew 18.6% and 17.6%.

What is TDK’s guidance?

For the year ending March 2027, TDK guided net sales to 2,580.0 billion yen, up 3%, and operating profit to 295.0 billion yen, up 8%, assuming 150 yen per dollar (TDK, Apr 28, 2026). It plans capital spending of 370.0 billion yen, up 24%, weighted toward the Energy and Magnetic segments and its AI-ecosystem build-out.

What are the risks for TDK?

  • Cyclicality and customer concentration. Passives and sensors track consumer electronics and autos, and the large battery business depends on smartphone demand and key customers.
  • Capital intensity. FY2027 capex is guided up 24% to 370 billion yen, so returns depend on AI and battery demand holding (TDK, Apr 28, 2026).
  • Currency. As a yen reporter with most sales overseas, TDK’s results swing with the yen.
  • Competition. It competes with Murata and Samsung Electro-Mechanics in passives and faces strong rivals in batteries and HDD heads.

Related securities, concepts & terms

TDK is a representative company of the AI Capacitors (MLCC) concept.

Frequently asked questions about TDK

What does TDK Corporation do?

TDK makes electronic components in four areas: passive components including MLCCs, sensors, magnetics including HDD recording heads, and rechargeable batteries through its Energy segment. Batteries are the largest business at 1,370.3 billion yen, and AI now spans the portfolio (TDK, Apr 28, 2026).

What was TDK's latest revenue?

For the fiscal year ended March 31, 2026, TDK posted record net sales of 2,504.8 billion yen (about $16.7 billion), up 14%, with record operating profit of 272.4 billion yen, up 22%, and a 10.9% operating margin (TDK, Apr 28, 2026). Net income was 195.7 billion yen.

How is AI driving TDK's business?

TDK named the AI ecosystem its core growth driver and is targeting roughly a tenfold rise in passive-component sales for AI data centers, with MLCCs, high-voltage capacitors, and thin-film inductors for the 400-800V power shift in AI servers (TDK, Apr 28, 2026). It set up an MLCC-materials JV for data-center MLCCs (TDK, Apr 2, 2026), and its HDD-head magnetics segment, which feeds AI nearline storage, saw operating profit jump roughly eightfold.

When does TDK report its next earnings?

TDK is expected to report fiscal Q1 results (April-June 2026) in early August 2026, calendar-estimated because it reported fiscal Q1 on August 1 in both 2024 and 2025, and not yet company-confirmed (TDK IR calendar). It last reported full-year results on April 28, 2026.

What are the risks for TDK?

TDK is diversified but cyclical: passives and sensors track consumer electronics and autos, and the large battery business depends on smartphone demand and key customers. Capacity additions are capital-intensive, with FY2027 capex guided up 24% to 370 billion yen, and the company competes with Murata and Samsung Electro-Mechanics in passives (TDK, Apr 28, 2026).

Sources & references

  1. Consolidated Financial Results for FY March 2026 (Under IFRS) · TDK Corporation, 2026-04-28
  2. FY March 2026 Full Year Performance Briefing · TDK Corporation, 2026-04-28
  3. TDK and Nippon Chemical Industrial Establish Joint Venture to Develop Electronic Component Materials · TDK Corporation, 2026-04-02
  4. TDK acquires SoftEye to enable AI within smart glasses · TDK Corporation, 2025-06-19
  5. TDK Investor Relations Calendar · TDK Corporation, 2026-06-15