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TTTTDKY

TDK Corporation

$TTDKY·$36B·Hardware, Equipment & Parts·Technology
$18.83+3.4%YTD+38.9%1Y+41.2%
Price updated 25d ago·X counts updated 26d ago
TTTTDKY
$TTDKYTDK Corporation
$18.83+3.40%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TTDKY 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 $TTDKY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

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

TDK Japanese electronic-components leader up 46% year-on-year on the AI+EV+data-center capacitor demand — Q1 EPS beat 69%.

TDK Corporation is a Japanese multinational electronic-components manufacturer — leading global producer of capacitors, inductors, and battery-cell components used in smartphones, EVs, industrial equipment, and increasingly AI-server infrastructure. The stock is up 46% over the last year on the multi-engine electronic-components demand cycle.

The setup that's compounding:

  • Revenue growth is genuinely accelerating: Q4 fiscal-2026 revenue grew 23% year-on-year to ¥658B after 18% and 15% the prior two — this is the multi-engine setup of AI-server capacitor demand, EV-battery cell production, and smartphone-component recovery all combining.
  • The Q1 fiscal-2027 EPS beat was material: EPS of $0.27 beat consensus by 69% (Q1 2026 EPS $0.27 vs $0.16 est) — this is the exact pattern of consecutive material beats that pulls sell-side numbers materially higher, and the FY27 consensus of ¥124 EPS is well above trailing.
  • The M&A + AI opportunity story is genuinely material: TDK has been active in M&A around AI-and-EV component companies, and the AI-server capacitor demand plus battery-cell-for-EVs mix is a real multi-year growth tailwind that supports the current 29x trailing multiple.

Trajectory is accelerating at 49% of the 52-week range with the tape processing the beat cadence; the Oct 30 Q2 fiscal-2027 print needs continued 20%+ revenue growth plus operating-margin expansion — a soft AI-server-capacitor commentary or a Japanese-yen headwind breaks the setup back toward $17.

What to watch: Oct 30 Q2 fiscal-2027 earnings — continued 20%+ revenue growth plus operating-margin expansion sustains the setup; a soft AI-server-capacitor commentary or a Japanese-yen headwind breaks the setup back toward $17.

On the calendar: 2026-10-30 — Q2 fiscal-2027 earnings

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Read the AI verdict on $TTDKY

  • 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 $TTDKY.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $TTDKY

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$0.27$0.16+69.4%
Q1 2026Apr 28, 2026$0.05$0.10-50.0%
Q4 2025Feb 2, 2026$0.24$0.21+14.3%
Q3 2025Oct 31, 2025$0.25$0.21+19.0%
Next earningsFri, Oct 30·consensus EPS $0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$658.1B+23.2%28.5%4.8%$7.75$52.9B
Q3 FY26$687.4B+18.3%31.9%11.0%$37.44$82.1B
Q2 FY26$658.9B+15.5%33.2%13.2%$37.51$80.8B
Q1 FY26$535.8B+3.3%31.7%10.5%$21.85$-1.5B

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.72T$2.56T – $2.89T$124.70$123.04 – $126.369
FY28$2.93T$2.75T – $3.10T$147.06$143.87 – $150.269
FY29$3.18T$2.99T – $3.37T$173.63$159.94 – $187.284
FY30$3.05T$2.86T – $3.23T$183.99$169.49 – $198.474
FY31$3.15T$2.96T – $3.34T$199.39$183.68 – $215.083

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.1.4×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.43%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.-7.3%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.+6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.9B 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.

Should Value Investors Buy TDK (TTDKY) Stock?zacks.com·26d agoWestern Digital (NASDAQ:WDC) vs. TDK (OTCMKTS:TTDKY) Head to Head Surveydefenseworld.net·27d agoTDK Corporation (TTDKY) Analyst/Investor Day Transcriptseekingalpha.com·28d agoTTDKY or VPG: Which Is the Better Value Stock Right Now?zacks.com·33d agoTDK Corporation (TTDKY) Q1 2027 Earnings Call Prepared Remarks Transcriptseekingalpha.com·60d ago

In themes

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Voices on X · last 7 days

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

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