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Komatsu Ltd. (DE:KOMA)
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Komatsu (KOMA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 05, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.52
Last Year’s EPS
0.57
Same Quarter Last Year
Analyst Consensus
―
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Apr 28, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line resilience (record net sales, strong aftermarket and pockets of segment profitability) and clear progress on strategic initiatives (AHS milestone, acquisitions, hydrogen and automation POCs). However, profitability trends were weaker — operating income and net income declined materially in FY25 — and the outlook includes significant headwinds from U.S. tariffs, Middle East-related disruptions, inventory build and softer mining and regional demand, with FY26 guidance showing lower sales, profits and a projected ROE below target. The positives (cash generation, strategic milestones, selective segment strength) are meaningful but are balanced by material near-term cost and demand pressures that depress earnings visibility.
Company Guidance
The company guided for fiscal 2026 on exchange rates of JPY150/USD, JPY170/EUR and JPY106/AUD and forecast consolidated net sales of JPY 4,118.0 billion (‑0.4% y/y), operating income of JPY 508.0 billion (‑10.5% y/y) and net income of JPY 318.0 billion (‑15.5% y/y), with ROE projected at 9.1%; it plans to keep the dividend at JPY 190/sh (consolidated payout ratio 53.8%) and the Board approved a share repurchase up to JPY 100.0 billion (25 million shares) —bringing total payout including buyback to 85.4%. By segment, C&ME revenue is guided at JPY 3.79 trillion (‑0.4%) with segment profit JPY 440.0 billion (‑10.4%) and a margin of 11.6% (‑1.3 pp); mining equipment sales are set at JPY 1,858.5 billion (‑2.4%) while general construction equipment is JPY 1,919.7 billion (+1.5%). Retail Finance is expected at JPY 127.5 billion (+1.1%) with segment profit JPY 36.0 billion (‑1.6%) and ROA ~2.3%, and Industrial Machinery & Others at JPY 239.0 billion (+0.1%) with profit JPY 37.0 billion (‑2.5%, margin 15.5% ↓0.4 pp). The outlook factors in JPY 67.8 billion of added U.S. tariff costs and JPY 30.0 billion of refunds (net tariff cost ~JPY 37.8 billion), a JPY 90.1 billion assumed sales hit and JPY 18.8 billion cost increase from the Middle East situation, parts sales rising to JPY 1,078.5 billion (+2.2%) with an aftermarket share of ~53%, and higher capex/R&D and fixed costs (wage and R&D increases) to support product and power-source development.
Record Fifth Consecutive Year of Net Sales
Net sales increased 0.7% year-on-year to JPY 4,132.8 billion, marking a record high for the fifth consecutive year.
Strong Retail Finance Performance
Retail Finance sales rose 2.4% to JPY 126.1 billion and segment profit increased 24.4% to JPY 36.6 billion, driven by higher new contracts and lower funding costs.
Industrial Machinery & Others Growth
Industrial Machinery & Others sales grew 6.8% to JPY 238.8 billion and segment profit surged 38.5% to JPY 37.9 billion (segment profit ratio 15.9%, +3.6 points), supported by large press sales and higher-margin semiconductor maintenance.
Cash Generation and Shareholder Returns
Free cash flow remained positive at JPY 249.7 billion (inflow), the company executed a JPY 100 billion share repurchase and plans another up to JPY 100 billion in FY2026; annual dividend maintained at JPY 190 per share (consolidated payout ratio ~45.9% FY25, projected 53.8% FY26).
Strategic M&A and Business Development
Acquired SRC of Lexington's remanufacturing business and Malwa Forest (forestry machinery) to expand reman and forestry product lines and strengthen North American manufacturing footprint.
Technology & Sustainability Progress
Reached 1,000 units of autonomous haul system (AHS) globally (cumulative haulage >11.5 billion tons); began POC tests for hydrogen fuel cell hydraulic excavator; deployed power-agnostic truck in Sweden; CO2 production reduction target achieved ahead of schedule.
Aftermarket Resilience
Parts sales increased 0.4% to JPY 1,055.2 billion and the aftermarket (parts + services) accounted for ~52% of total sales; FY26 parts sales projected +2.2% to JPY 1,078.5 billion.
Efficiency / Financial Target Achievements
ROE for FY25 was 11.3%, exceeding the stated target of 10% or higher; net D/E ratio remained conservative at 0.26x and shareholders' equity ratio stayed high at 54.7%.

Komatsu (DE:KOMA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
Daily Earnings Calendar >

DE:KOMA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 05, 2026
2026 (Q1)
0.52 / -
0.566―――
Apr 28, 2026
2025 (Q4)
0.59 / 0.63
0.832-24.67% (-0.21)
Jan 30, 2026
2025 (Q3)
0.52 / 0.57
0.643-11.08% (-0.07)
Oct 29, 2025
2025 (Q2)
0.55 / 0.52
0.55-5.86% (-0.03)
Jul 29, 2025
2025 (Q1)
0.62 / 0.57
0.639-11.42% (-0.07)
Apr 28, 2025
2024 (Q4)
0.56 / 0.83
0.53854.73% (+0.29)
Jan 31, 2025
2024 (Q3)
0.60 / 0.64
0.6066.16% (+0.04)
Oct 29, 2024
2024 (Q2)
0.51 / 0.55
0.602-8.73% (-0.05)
Jul 29, 2024
2024 (Q1)
0.52 / 0.64
0.666-4.08% (-0.03)
Apr 26, 2024
2023 (Q4)
0.44 / 0.54
0.617-12.91% (-0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:KOMA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 28, 2026
€36.80€36.00-2.17%
Jan 30, 2026
€31.00€31.60+1.94%
Oct 29, 2025
€32.00€31.20-2.50%
Jul 29, 2025
€29.58€28.20-4.67%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Komatsu Ltd. (DE:KOMA) report earnings?
Komatsu Ltd. (DE:KOMA) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
    What is Komatsu Ltd. (DE:KOMA) earnings time?
    Komatsu Ltd. (DE:KOMA) earnings time is at Aug 05, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Komatsu Ltd. stock?
          The P/E ratio of Komatsu is N/A.
            What is DE:KOMA EPS forecast?
            DE:KOMA EPS forecast for the fiscal quarter 2026 (Q1) is 0.52.