TDK Corporation
$20.06-2.2%YTD+38.9%1Y+52.7%
Mentions · last 7 days
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Price updated 6h ago·X counts updated 4h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $TTDKY, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
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
+75.7%YTD
+116.6%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 $0.27
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
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.0.4×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.55%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.-4.6%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.+18.1%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.
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 $TTDKY on X in the last 7 days.