Komatsu Ltd. (JP:6301)
:6301
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
98.52Last Year’s EPS
99.08Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: strong top-line resilience (record sales), solid aftermarket, retail finance and industrial machinery performances, strategic M&A and technology milestones (AHS, hydrogen POC, reman expansion) and positive cash generation/return actions. However, profitability was materially pressured by volume declines, unfavorable product and regional mix (notably Indonesia and mining), tariff impacts (U.S. tariffs expected to increase materially in FY26) and cost inflation tied to the Middle East situation. Given meaningful operational and macro headwinds offsetting several operational achievements, the balance of positives and negatives is roughly even.Company Guidance
Record Fifth Consecutive Year of Net Sales
Net sales reached a record high for the fifth consecutive year, increasing 0.7% year-on-year to JPY 4,132.8 billion.
Strong Retail Finance and Industrial Machinery Performance
Retail finance sales rose 2.4% to JPY 126.1 billion and segment profit grew 24.4% to JPY 36.6 billion (benefiting from lower funding costs). Industrial Machinery & Others sales increased 6.8% to JPY 238.8 billion and segment profit rose 38.5% to JPY 37.9 billion; segment profit ratio improved to 15.9% (up 3.6 points).
Solid Free Cash Flow and Shareholder Returns
Free cash flow remained positive with an inflow of JPY 249.7 billion (down JPY 56.8 billion YoY). Company executed a JPY 100 billion share repurchase in FY25 and announced up to JPY 100 billion buyback for FY26 with cancellation; dividend maintained at JPY 190 per share (consolidated payout ratio FY25 45.9%). Including the announced buyback, total payout ratio for FY26 is projected at ~85.4%.
Aftermarket Resilience
Parts sales increased 0.4% to JPY 1,055.2 billion and aftermarket (parts + services) accounted for 52% of total sales in FY25; parts sales for FY26 are projected to rise 2.2% to JPY 1,078.5 billion with aftermarket share forecast at 53%.
Strategic M&A and Remanufacturing Expansion
Acquired SRC of Lexington's remanufacturing business to expand reman operations in North America and acquired Malwa Forest to enter compact forestry machinery segment, supporting product lineup expansion and circular-forestry value creation.
Autonomy and Innovation Milestones
Reached 1,000 cumulative units delivered of ultra-large autonomous haul trucks (AHS) globally; successful POC tests for hydrogen fuel-cell excavator and operation of a power-agnostic truck at a Swedish copper mine; advancing SPVs and autonomous driving collaborations.
Profitability / Efficiency Targets Partially Met
ROE remained at 11.3% (down 2.9 points YoY) but still exceeded the 10% target. Retail finance achieved ROA and net D/E targets; company continues to target improved capital efficiency and reiterated multi-year free cash flow ambitions (historical FCF ~JPY 250–300 billion range).
Progress on ESG and Employee Engagement
Achieved CO2 reduction target from production ahead of schedule, progressed product-operation emissions and renewable energy usage KPIs, improved employee engagement survey scores, and earned high recognition for global brand campaigns.
JP:6301 Earnings History
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:6301 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | ¥7053.00 | ¥6856.00 | -2.79% |
Jan 30, 2026 | ¥5733.49 | ¥5841.88 | +1.89% |
Oct 29, 2025 | ¥5703.93 | ¥5468.44 | -4.13% |
Jul 29, 2025 | ¥5150.97 | ¥4859.69 | -5.65% |
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. (JP:6301) report earnings?
Komatsu Ltd. (JP:6301) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Komatsu Ltd. (JP:6301) earnings time?
Komatsu Ltd. (JP:6301) 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 Ltd. is N/A.
What is JP:6301 EPS forecast?
JP:6301 EPS forecast for the fiscal quarter 2026 (Q1) is 98.52.