TDK Corp

6762: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TDK Earnings: AI Demand Drives Recovery; Upgraded to Narrow Moat and Raising Fair Value by 31%

Kazunori Ito

Nov 4, 2024

TDK's September-quarter revenue of JPY 571 billion was up 2.6% year on year and operating income of JPY 75 billion was up 27.3% year on year. These are both better than our forecasts due to the faster-than-expected recovery in hard disk drive heads, driven by the robust investment in AI servers.

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TDK Corp

TDK Earnings: AI Demand Drives Recovery; Upgraded to Narrow Moat and Raising Fair Value by 31%

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