)
Company research2 Sep 2024
The Toyota Way: Revolutionizing Global Manufacturing
Explore how Toyota's Lean Manufacturing and Kaizen principles revolutionized production and quality, setting global benchmarks for excellence.
Honda Motor
Honda Motor (7267) investor relations material
Honda Motor Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary14 May, 2026
Executive summary
Sales revenue for the year ended March 2026 rose 0.5% year-over-year to JPY 21,796.6 billion, driven by growth in the Motorcycle segment, but offset by declines in Automobile sales and negative FX impacts; significant EV-related losses led to an operating loss of JPY 414.3 billion, with adjusted operating profit (excluding EV losses) at JPY 1,039.3 billion.
Motorcycle business achieved record-high unit sales and operating profit, especially in Asia and South America.
Automobile segment struggled due to tariffs, semiconductor shortages, and EV strategy changes, but maintained profitability excluding EV-related losses.
Major restructuring of the EV strategy included canceling North America-produced EV models, shifting focus to hybrids and regional EVs, and recognizing substantial EV-related impairments.
The company aims to rebuild its automobile business structure over the next three years, targeting record operating profit by FY March 2029.
Financial highlights
EV-related losses for FY2026 totaled JPY 1,577.8 billion, including JPY 1,453.6 billion in operating profit and JPY 124.1 billion from equity method investments.
Net loss attributable to owners was JPY 423.9 billion; adjusted net profit was JPY 795.5 billion.
Operating cash flow after R&D adjustments was JPY 2,657.9 billion, maintaining strong cash generation.
Free cash flow (excluding financial services) was JPY 1.58 trillion.
Net cash balance at March 2026 was JPY 3.3 trillion.
Outlook and guidance
FY March 2027 forecast: Sales revenue projected at JPY 23,150.0 billion (+6.2% YoY); operating profit expected at JPY 500 billion, with adjusted operating profit (excluding EV losses) targeted at JPY 1 trillion.
Annual dividend for FY March 2027 to remain at JPY 70 per share, with a DOE target of about 3%.
Capital expenditures and R&D spending to increase, especially for hybrid and battery production.
Motorcycle sales are expected to reach a record 22.8 million units.
Breakdown of the JPY 667 billion EV provisions
Currency and tariff impacts on FY2027 forecasts
Financial risk from EV model supplier negotiations
Honda's long-term EV readiness strategy
Detail the 'Triple Half' development initiative
Honda's strategy to regain China market share?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Honda Motor
- Up to JPY 2.5 trillion in losses as North American EVs are cut; hybrids prioritized, exec pay cut.7267
Status update13 Mar 2026 - Profits fell sharply on EV and tariff costs, but motorcycles hit record highs; major share cancellation.7267Q3 202610 Feb 2026
- Record profit growth led by motorcycles and hybrids, but full-year net profit to decline.7267Q1 20252 Feb 2026
- Revenue and operating profit rose, but net profit fell; major share buyback announced.7267Q2 202516 Jan 2026
- Strong motorcycle sales drove revenue up 8.9%, but net profit fell 7.4% year-over-year.7267Q3 202513 Jan 2026
- Nissan and Honda plan a 2026 holding company to drive electrification and global synergies.7267Investor Update10 Jan 2026
- Record motorcycle profits contrast with sharp FY2026 profit guidance cuts amid tariff risks.7267Q4 202522 Dec 2025
- Profits plunged on EV and tariff costs; motorcycles strong, autos weak, outlook lowered.7267Q2 202617 Dec 2025
- Operating profit dropped nearly 50% on tariffs and EV costs, but motorcycle profits hit record highs.7267Q1 202623 Nov 2025
Next Honda Motor earnings date
Q1 202710 Aug, 2026
Honda Motor
Next Honda Motor earnings date
Q1 202710 Aug, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage