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Nissan Motor Co Ltd (JP:7201)
:7201
Japanese Market
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Nissan Motor Co (7201) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 29, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-18.99
Last Year’s EPS
-33.15
Same Quarter Last Year
Moderate Sell
Based on 7 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:May 13, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed but improving picture: Nissan delivered meaningful execution wins under Re:Nissan (returned to consolidated operating profit, second-half cash flow positivity, sizeable fixed-cost savings, capex/R&D discipline and a constructive FY2026 outlook) while still carrying substantial legacy and timing challenges (a large FY2025 net loss driven by impairments and restructuring, significant tariff headwinds, full-year negative free cash flow, and material regional volume declines). Progress on cost savings and product launches supports a constructive recovery trajectory, but near-term profitability and cash flow remain exposed to tariffs, one-time items and uneven market demand.
Company Guidance
Nissan guided FY2026 to a gradual recovery: unit sales are expected to rise 4.7% to 3.3 million units with planned production of 2.95 million, driving consolidated revenue to JPY 13 trillion and an operating profit target of JPY 200 billion (1.5% margin) and a projected net income of about JPY 20 billion; automotive operating profit and free cash flow are expected to be positive before tariffs (management aims for after-tariff automotive FCF improvement toward the end of FY26). The outlook assumes FX rates of JPY 150/USD and JPY 175/EUR, with foreign exchange a JPY 20 billion headwind, rising raw material costs a JPY 85 billion headwind, a JPY 60 billion inflation headwind and onetime negatives of JPY 150 billion, partly offset by manufacturing cost savings of JPY 340 billion from Re:Nissan and an expected improvement in U.S. tariff burden (management cites roughly JPY 250 billion of tariff headwind next year after a ~JPY 30 billion improvement), while capacity and cost actions (targeting ~2.5 million breakeven capacity outside China and ~80% utilization by end-FY26) and prior FY25 metrics—3.15 million vehicles sold, JPY 12 trillion revenue, JPY 58 billion operating profit, net loss JPY 533 billion, CapEx down 13.5% and R&D down 9.1%—provide context for the plan.
Returned to Operating Profit
Consolidated operating profit of JPY 58 billion in FY2025, ahead of expectations, driven by Re:Nissan cost actions and one-time benefits.
Second-Half Cash Flow Turnaround
Automotive free cash flow turned positive in H2 FY2025 to JPY 112 billion after a full-year negative result; management expects automotive free cash flow to be positive before tariffs in FY2026.
Strong Balance Sheet Starting Point
Net cash at fiscal year-end stood at JPY 1.17 trillion, and management expects net cash to remain above JPY 1 trillion at the end of FY2026.
Material Cost and CapEx Discipline
CapEx reduced by 13.5% year-over-year and R&D spending reduced by 9.1% year-over-year with no significant cuts to R&D programs; raw material cost rise was limited (JPY +5 billion) and largely offset by cost actions.
Substantial Cost Savings from Re:Nissan
Fixed cost savings of JPY 200 billion and variable cost savings of JPY 55 billion delivered in FY2025; monozukuri (manufacturing) savings reached JPY 227 billion; manufacturing cost improvement of JPY 340 billion targeted for FY2026.
Clear FY2026 Growth Outlook
Guidance for FY2026: unit sales up 4.7% to 3.3 million, production targeted at 2.95 million units, revenue guidance JPY 13 trillion and operating profit outlook JPY 200 billion (1.5% margin).
Operational Progress and Product Rollouts
Progress on footprint consolidation (17 -> 10 sites planned), announced 7 site actions within 10 months with 6 consolidations to be completed this year; R&D engineering cost per hour down 18% (target 20%); multiple regional product launches (e.g., Sentra, Qashqai e-POWER, MICRA EV, Roox, N7).

Nissan Motor Co (JP:7201) 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

JP:7201 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 29, 2026
2026 (Q1)
-18.99 / -
-33.15
May 13, 2026
2025 (Q4)
-104.00 / -80.95
-188.557.06% (+107.55)
Feb 12, 2026
2025 (Q3)
-32.17 / -8.08
-3.82-111.52% (-4.26)
Oct 30, 2025
2025 (Q2)
-32.86 / -30.40
-2.53-1101.58% (-27.87)
Jul 30, 2025
2025 (Q1)
-44.09 / -33.15
7.77-526.64% (-40.92)
May 13, 2025
2024 (Q4)
-78.85 / -188.50
26.699-806.02% (-215.20)
Feb 13, 2025
2024 (Q3)
6.62 / -3.82
7.81-148.91% (-11.63)
Nov 07, 2024
2024 (Q2)
-5.02 / -2.53
48.71-105.19% (-51.24)
Jul 25, 2024
2024 (Q1)
27.88 / 7.77
26.93-71.15% (-19.16)
May 09, 2024
2023 (Q4)
17.27 / 26.70
27.301-2.21% (-0.60)
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

JP:7201 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 13, 2026
¥349.50¥364.40+4.26%
Feb 12, 2026
¥409.10¥411.00+0.46%
Oct 30, 2025
¥367.70¥368.70+0.27%
Jul 30, 2025
¥320.10¥316.10-1.25%
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 Nissan Motor Co Ltd (JP:7201) report earnings?
Nissan Motor Co Ltd (JP:7201) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
    What is Nissan Motor Co Ltd (JP:7201) earnings time?
    Nissan Motor Co Ltd (JP:7201) earnings time is at Jul 29, 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 Nissan Motor Co Ltd stock?
          The P/E ratio of Nissan Motor Co is N/A.
            What is JP:7201 EPS forecast?
            JP:7201 EPS forecast for the fiscal quarter 2026 (Q1) is -18.99.