The earnings call presented a mixed performance. While there were notable increases in net profit and growth in key segments like energy and lifestyle, significant challenges such as the overall sales decline due to automotive deconsolidation, the impact of US tariffs, and the termination of a strategic alliance were highlighted. The automotive battery business showed resilience despite market slowdowns. However, the challenges seemed to weigh heavily on the overall outlook.

Company Guidance -

Q2 2026

During the FY2026 Q1 financial results call, Akira Waniko reported a comprehensive analysis of the company's financial performance. Despite the overall sales decline by 11% YoY to JPY1,896.7 billion due to the deconsolidation of the automotive segment, sales excluding automotive increased by 2% YoY. Adjusted operating profit rose to JPY91.5 billion, with operating profit and net profit increasing to JPY86.9 billion and JPY71.5 billion, respectively. The impact of US tariffs was a significant concern, projected to affect segments like Connect and energy, although it hasn't been factored into the full-year forecast yet. The lifestyle segment saw increased sales in consumer electronics and HVAC, while the energy segment faced a decrease in in-vehicle sales due to price revisions but noted an uptick in energy storage systems for data centers. Operating cash flow decreased to JPY180.3 billion, mainly due to the automotive deconsolidation, and net cash stood at a negative JPY745.7 billion. Despite these challenges, there was no change to the group's full-year forecast, although segment forecasts were revised, particularly for Connect and energy, to reflect ongoing market dynamics and strategic decisions.

Sales and Profit Increase in Key Segments

Sales increased in all segments except automotive, with generative AI-related businesses and energy seeing notable growth. Adjusted operating profit increased overall, with significant contributions from lifestyle and energy segments.

Net Profit Increase

Net profit increased to JPY71.5 billion due to improvements in income taxes, despite a deterioration in non-operating income and loss.

Strong Demand in Energy Storage Systems

The demand for energy storage systems for data centers is growing more than anticipated, driven by large-scale investments related to generative AI.

Resilient Automotive Battery Business

Despite challenges, the automotive battery business in North America is expected to surpass FY2025 sales volumes, driven by strong demand for locally produced IRA-compliant battery cells.

Lifestyle Segment Performance

The lifestyle segment saw increased sales in consumer electronics and HVAC, with significant growth in air conditioner sales, achieving 120% YoY growth.

Panasonic (JP:6752) 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:6752 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q2)	39.22 / -	50.66	―	―	―
Jul 30, 2025	2026 (Q1)	29.88 / 75.95	30.26	150.99% (+45.69)
May 09, 2025	2025 (Q4)	17.19 / 33.33	19.208	73.52% (+14.12)
Feb 04, 2025	2025 (Q3)	37.06 / 42.62	47.46	-10.20% (-4.84)
Oct 31, 2024	2025 (Q2)	31.97 / 50.66	37.47	35.20% (+13.19)
Jul 31, 2024	2025 (Q1)	26.59 / 30.26	86.08	-64.85% (-55.82)
May 09, 2024	2024 (Q4)	24.19 / 19.21	43.992	-56.34% (-24.78)
Feb 02, 2024	2024 (Q3)	33.33 / 47.46	23.79	99.50% (+23.67)
Oct 30, 2023	2024 (Q2)	34.59 / 37.47	25.02	49.76% (+12.45)
Jul 31, 2023	2024 (Q1)	28.84 / 86.08	20.97	310.49% (+65.11)

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:6752 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	¥1486.50	¥1484.50	-0.13%
May 09, 2025	¥1699.50	¥1735.50	+2.12%
Feb 04, 2025	¥1511.37	¥1512.86	+0.10%
Oct 31, 2024	¥1237.39	¥1224.53	-1.04%

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 Panasonic Corporation (JP:6752) report earnings?

Panasonic Corporation (JP:6752) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is Panasonic Corporation (JP:6752) earnings time?

Panasonic Corporation (JP:6752) earnings time is at Oct 30, 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 Panasonic Corporation stock?

The P/E ratio of Panasonic is N/A.

What is JP:6752 EPS forecast?

JP:6752 EPS forecast for the fiscal quarter 2026 (Q2) is 39.22.

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