October 29, 2026 -
TOKYO, Japan ― Renesas Electronics Corporation (TSE: 6723), a premier supplier of advanced semiconductor solutions, today announced the consolidated financial forecasts for the full year ending December 31, 2026.
Renesas Electronics Group (“the Group”) reports its consolidated forecasts on a quarterly basis and for the full year as a range because of the difficulty of forecasting results with high accuracy due to the short-term volatility of the semiconductor market. Additionally, to provide a clearer view of the Group's underlying business performance, figures such as revenue, gross margin and operating margin are presented on a Non-GAAP basis. These measures exclude or adjust acquisition-related non-recurring items and other adjustments, including non-recurring expenses and income, from GAAP (IFRS) figures following a certain set of rules. The gross margin and operating margin forecasts are based on the midpoint of the revenue forecast.
In millions of yen
| Non-GAAP Revenue |
Non-GAAP Gross Margin |
Non-GAAP Operating Margin |
|
|---|---|---|---|
| Previous forecasts | --- | --- | --- |
| Forecasts as of October 29, 2026 | 1,659,281 to 1,674,281 |
58.6% | 33.2% |
| Increase (decrease) | --- | --- | --- |
| Percentage change | --- | --- | --- |
| Reference: Results of the full year ended December 31, 2025 | 1,318,482 | 57.6% | 29.3% |
Note: Non-GAAP figures are calculated by removing or adjusting non-recurring items and other adjustments from GAAP (IFRS basis) figures following a certain set of rules. The Group believes Non-GAAP measures provide useful information in understanding and evaluating the Group’s constant business results, and therefore forecasts are provided on a Non-GAAP basis. This adjustment and exclusion include the amortization of intangible assets recognized from acquisitions, other PPA (purchase price allocation) adjustments and stock-based compensation, as well as other non-recurring expenses and income the Group believes to be applicable.
The consolidated forecasts for the full year ending December 31, 2026 are calculated by combining the forecasts for the three months ending December 31, 2026 with the financial results of the nine months ended September 30, 2026. The consolidated forecasts for the full year ending December 31, 2026 are calculated at the rate of 158 yen per USD and 183 yen per Euro.
Refer to Renesas' earnings report, “Renesas Reports Financial Results for the Third Quarter Ended September 30, 2026,” issued on October 29, 2026, for more details.
Statements regarding the Group’s financial outlook constitute forward-looking statements that involve risks and uncertainties. The Group cautions that actual results may vary materially from such forward-looking statements due to several important factors listed in the "Forward-Looking Statements" below.
Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live. Learn more at renesas.com. Follow us on LinkedIn, Facebook, X, YouTube, and Instagram.