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Komatsu (KMTUY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 24, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.61

Last Year’s EPS

0.67

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 (KMTUY) 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 >

KMTUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2026	2026 (Q1)	0.61 / -	0.667	―	―	―
Apr 28, 2026	2025 (Q4)	0.69 / 0.74	0.981	-24.67% (-0.24)
Jan 30, 2026	2025 (Q3)	0.61 / 0.67	0.758	-11.08% (-0.08)
Oct 29, 2025	2025 (Q2)	0.65 / 0.61	0.648	-5.86% (-0.04)
Jul 29, 2025	2025 (Q1)	0.74 / 0.67	0.753	-11.42% (-0.09)
Apr 28, 2025	2024 (Q4)	0.66 / 0.98	0.634	54.73% (+0.35)
Jan 31, 2025	2024 (Q3)	0.71 / 0.76	0.714	6.16% (+0.04)
Oct 29, 2024	2024 (Q2)	0.61 / 0.65	0.71	-8.73% (-0.06)
Jul 29, 2024	2024 (Q1)	0.61 / 0.75	0.785	-4.08% (-0.03)
Apr 26, 2024	2023 (Q4)	0.52 / 0.63	0.728	-12.91% (-0.09)

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

KMTUY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 28, 2026	$44.30	$42.93	-3.09%
Jan 30, 2026	$38.07	$38.44	+0.95%
Oct 29, 2025	$38.05	$36.53	-3.98%
Jul 29, 2025	$35.90	$33.82	-5.79%

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. (KMTUY) report earnings?

Komatsu Ltd. (KMTUY) is schdueled to report earning on Jul 24, 2026, TBA (Confirmed).

What is Komatsu Ltd. (KMTUY) earnings time?

Komatsu Ltd. (KMTUY) earnings time is at Jul 24, 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 KMTUY EPS forecast?

KMTUY EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.