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TTTTDKF

TDK Corporation

$TTDKF·$37B·Hardware, Equipment & Parts·Technology
$19.29+0.1%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 1 posts1
Price updated 14m ago·X counts updated 3d ago
TTTTDKF
$TTDKFTDK Corporation
$19.29+0.15%1 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

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 heads, HDD suspension assemblies, and magnets. The Energy Application Products segment provides energy devices comprising rechargeable batteries and power supplies. The Other segment offers mechatronics production equipment and camera module micro actuators for smartphones and other products. It also engages in the provision of insurance and real estate agency services; research and development of semiconductor products; and development, manufacture, and sale of rechargeable battery cells. Its products are used in information and communication technology, automotive, micromobility, industrial and energy, consumer electronics/home appliances, and medical and healthcare applications. The company was formerly known as Tokyo Denki Kagaku Kogyo K.K. and changed its name to TDK Corporation in 1983. TDK Corporation was founded in 1935 and is headquartered in Tokyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $TTDKF.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

Top industry ETF

$SOXXiShares Semiconductor ETF
+50.7%YTD
+110.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.26$0.18+48.0%
Q1 2026Apr 28, 2026$0.05$0.09-44.7%
Q4 2025Feb 2, 2026$0.23$0.22+9.0%
Q2 2025Aug 1, 2025$0.15$0.15-0.7%
Next earningsFri, Oct 30·consensus EPS $0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$650.3B+21.7%28.5%4.8%$7.65$54.1B
Q3 FY26$675.8B+16.3%31.9%11.0%$36.81$78.7B
Q2 FY26$656.9B+15.1%33.2%13.2%$37.38$79.2B
Q1 FY26$535.8B+3.3%31.7%10.5%$21.85$-1.5B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.74T$2.61T – $2.89T$125.38$115.44 – $135.3117
FY28$2.94T$2.72T – $3.13T$148.48$136.71 – $160.2417
FY29$3.18T$2.98T – $3.37T$175.25$161.35 – $189.1215
FY30$3.06T$2.87T – $3.25T$184.81$170.16 – $199.448
FY31$3.16T$2.97T – $3.35T$200.28$184.40 – $216.147

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TDK Corporation: Focus On M&A Deals And AI Opportunitiesseekingalpha.com·49d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

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