The earnings call presented a mixed picture with strong performances in the energy and mobility sectors, leading to record high adjusted EBITDA and free cash flow. However, the company faced challenges in the China market and overseas DSS operations, largely due to U.S. tariffs and intensified competition. Despite these challenges, the overall sentiment leans slightly positive due to strong growth in key sectors and a robust Lumada business performance.

Company Guidance -

Q2 2025

In the recent conference call, Hitachi Limited provided comprehensive guidance on its first quarter fiscal year 2025 performance. The company reported a 5% year-on-year increase in revenues, excluding foreign exchange effects, with adjusted EBITDA reaching a record high and an improved margin of 10.5%. Net income attributable to shareholders surpassed JPY 190 billion, and core free cash flow significantly increased to approximately JPY 350 billion. Despite the adverse impacts of U.S. tariffs, the energy and mobility sectors showed robust growth, prompting upward revisions in fiscal year forecasts for these segments. The company anticipates a 6% increase in revenues for the full fiscal year, excluding currency effects, driven by ongoing demand for GX and strategic investments, though core free cash flow is expected to decrease due to a decline in advance payments. Hitachi also maintained its revenue and adjusted EBITDA projections despite the uncertain business environment, incorporating a total deterioration risk of JPY 30 billion related to tariffs into its full-year outlook. The company emphasized the strong performance of its Lumada business, which accounted for 41% of consolidated revenues after a 54% year-on-year increase in the first quarter, and highlighted ongoing strategic investments and M&A opportunities, particularly in North America.

Record High Adjusted EBITDA and Free Cash Flow

Hitachi achieved a record high in both adjusted EBITDA and core free cash flow in Q1 FY 2025, driven by strong performance in energy and mobility sectors.

Revenue Growth in Energy and Mobility Segments

The energy power grids business and mobility railways systems business performed well, leading to a 5% year-on-year revenue growth, excluding foreign exchange effects.

Strong Performance in Europe

European business expanded by 17% year-on-year, with significant growth in the Energy and Mobility sectors.

Upward Revision in Energy and Mobility Forecasts

Due to strong demand and improved profit margins, forecasts for the full year have been revised upward for both the Energy and Mobility sectors.

Lumada Business Growth

Lumada business revenues increased by 54% year-on-year, contributing significantly to Hitachi's overall performance.

Hitachi,Ltd. (JP:6501) 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:6501 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q2)	35.47 / -	25.42	―	―	―
Jul 31, 2025	2025 (Q1)	37.08 / 42.01	37.87	10.93% (+4.14)
Apr 28, 2025	2024 (Q4)	48.18 / 40.35	31.187	29.38% (+9.16)
Jan 31, 2025	2024 (Q3)	35.27 / 30.21	50.82	-40.55% (-20.61)
Oct 30, 2024	2024 (Q2)	33.46 / 25.42	29.87	-14.90% (-4.45)
Jul 31, 2024	2024 (Q1)	24.95 / 37.87	14.958	153.18% (+22.91)
Apr 26, 2024	2023 (Q4)	27.39 / 31.19	75.25	-58.56% (-44.06)
Jan 31, 2024	2023 (Q3)	29.05 / 50.82	25.396	100.11% (+25.42)
Oct 27, 2023	2023 (Q2)	28.92 / 29.87	28.296	5.56% (+1.57)
Jul 28, 2023	2023 (Q1)	17.70 / 14.96	7.706	94.11% (+7.25)

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:6501 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	¥4591.00	¥4697.00	+2.31%
Apr 28, 2025	¥3744.00	¥3747.00	+0.08%
Jan 31, 2025	¥3755.87	¥3930.16	+4.64%
Oct 30, 2024	¥4036.74	¥4130.36	+2.32%

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 Hitachi,Ltd. (JP:6501) report earnings?

Hitachi,Ltd. (JP:6501) is schdueled to report earning on Oct 24, 2025, TBA (Confirmed).

What is Hitachi,Ltd. (JP:6501) earnings time?

Hitachi,Ltd. (JP:6501) earnings time is at Oct 24, 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 Hitachi,Ltd. stock?

The P/E ratio of Hitachi,Ltd. is N/A.

What is JP:6501 EPS forecast?

JP:6501 EPS forecast for the fiscal quarter 2025 (Q2) is 35.47.

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