The earnings call presented a mixed outlook. While there are significant achievements such as increased operating income and strategic acquisitions for future growth, the company faces challenges with declining revenue, motorcycle sales, and the impact of tariffs. Inventory management is also an ongoing concern.

Company Guidance

In the Yamaha Motor Company's first quarter earnings presentation for fiscal year 2025, Hashimoto Mitsuru outlined a decline in both revenue and income, attributed to reduced sales in motorcycles, water vehicles, and LSM, along with increased R&D and labor costs. Revenue was reported at JPY625.9 billion, 97% of the previous year, while operating income rose by 56% to JPY43.6 billion. However, profit attributable to owners was down to 55% of the prior year at JPY30.7 billion, with an EPS of JPY31.47. The presentation noted a significant tariff impact expected from the second quarter, particularly affecting the marine business, and ongoing inventory adjustments in regions like India and the U.S. Despite uncertainties, Yamaha emphasized its commitment to mid to long-term growth, highlighted by acquisitions in the marine and SPV sectors, and continued efforts to enhance production capabilities and global sales channels.

Acquisitions for Growth

Yamaha Motor has signed agreements to acquire Telwater, a major Australian boat manufacturer, and the e-Kit business subsidiary of Brose, a German automotive parts manufacturer, to accelerate growth in the marine and SPV businesses.

Increased Operating Income

Operating income increased by 56% compared to the previous year, reaching JPY43.6 billion.

Strong Performance in Robotics and SPV

The robotics business saw increased revenue and reduced deficit, while the SPV business experienced high domestic demand for power-assisted bicycles.

Yamaha Motor Co (JP:7272) 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

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JP:7272 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	33.32 / -	23.64	―	―	―
Aug 05, 2025	2025 (Q2)	32.22 / 23.14	58.24	-60.27% (-35.10)
May 13, 2025	2025 (Q1)	32.59 / 31.47	56.61	-44.41% (-25.14)
Feb 12, 2025	2024 (Q4)	21.91 / -28.37	19.628	-244.54% (-48.00)
Nov 06, 2024	2024 (Q3)	39.59 / 23.64	44.323	-46.66% (-20.68)
Aug 06, 2024	2024 (Q2)	62.77 / 58.24	59.79	-2.59% (-1.55)
May 13, 2024	2024 (Q1)	51.73 / 56.61	44.167	28.17% (+12.44)
Feb 14, 2024	2023 (Q4)	50.52 / 19.63	41.356	-52.54% (-21.73)
Nov 07, 2023	2023 (Q3)	49.56 / 44.32	49.21	-9.93% (-4.89)
Aug 08, 2023	2023 (Q2)	39.69 / 59.79	49.093	21.79% (+10.70)

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:7272 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	¥1087.50	¥1027.00	-5.56%
May 13, 2025	¥1131.58	¥1108.14	-2.07%
Feb 12, 2025	¥1210.70	¥1143.79	-5.53%
Nov 06, 2024	¥1285.08	¥1282.68	-0.19%

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 Yamaha Motor Co Ltd (JP:7272) report earnings?

Yamaha Motor Co Ltd (JP:7272) is schdueled to report earning on Nov 10, 2025, TBA (Confirmed).

What is Yamaha Motor Co Ltd (JP:7272) earnings time?

Yamaha Motor Co Ltd (JP:7272) earnings time is at Nov 10, 2025, 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 Yamaha Motor Co Ltd stock?

The P/E ratio of Yamaha Motor Co is N/A.

What is JP:7272 EPS forecast?

JP:7272 EPS forecast for the fiscal quarter 2025 (Q3) is 33.32.

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