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TTTTDKF

TDK Corporation

$TTDKF·$34B·Hardware, Equipment & Parts·Technology
$17.43-7.0%YTD+52.2%1Y+40.4%
Price updated 25d ago·X counts updated 27d ago
TTTTDKF
$TTDKFTDK Corporation
$17.43-7.03%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TTDKF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TTDKF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-03

The move is getting stronger, with heavier trading behind it.

TDK — Japanese components — Q4 revenue +22% YoY, EPS beat 48%, AI capacitor demand.

TDK Corporation is a Japanese electronic-components mega-cap ($34.1B market value; ADR TTDKF at $18.75) — MLCC and AI-server capacitor demand plus battery components for smartphones and EVs.

  • Q4 fiscal 2026 (March-end) revenue ¥650B was up ~22% year-on-year — solid growth.
  • Q4 EPS ¥7.65 — solid.
  • Q2 ADR-adjusted EPS $0.261 beat the $0.176 estimate by ~48% — a wide upside surprise.
  • Sell-side FY27 (March-ending) model ¥2.74T revenue and ¥125 EPS; FY28 ¥2.94T and ¥148 EPS — analysts see continued growth into FY28.
  • Trailing gross margin ~31% and operating margin ~10% — normal components economics.
  • Debt-to-equity ~0.28 — very clean balance sheet.
  • Free-cash-flow yield ~3.7% — solid.
  • Trades at ~29x trailing EPS — premium multiple driven by the AI-capacitor demand narrative.
  • Recent Seeking Alpha piece framed 'M&A deals and AI opportunities' — sell-side alignment on the theme.
  • Chart is ~5% below the 50-day — a mild pullback after the run.
  • Float ~1.84B shares (bucket 'mega'); ADR trades thinly.

Next earnings October 30. What matters is AI-server MLCC mix, smartphone-battery revenue, and any acquisition disclosure.

What to watch: October 30 earnings for AI-server MLCC mix, smartphone-battery revenue, and any acquisition disclosure.

On the calendar: Q2 earnings on 2026-10-30

Read the AI verdict on $TTDKF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Japanese electronic components maker producing capacitors, inductors, sensors, magnetic heads, and energy systems for automotive and consumer markets.

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 — AI data-center optical interconnect demand sustains order momentum.

What this means for $TTDKF

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; TDK Corporation, together with its subsidiaries, engages in the manufacture and .

Top industry ETF

$SOXXiShares Semiconductor ETF
+81.7%YTD
+108.5%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%
Q3 2025Oct 31, 2025$0.25$0.22+12.6%
Next earningsFri, Oct 30·consensus EPS $0.28

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.2.0×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.38%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.-10.6%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.+2.0%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·106d ago

In themes

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

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Voices on X · last 7 days

No standout posts about $TTDKF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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