Want to see JP:7201 full AI Analyst Report?
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-19.53Last Year’s EPS
-33.15Same Quarter Last Year
Moderate Sell
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but improving picture: Nissan delivered meaningful execution wins under Re:Nissan (returned to consolidated operating profit, second-half cash flow positivity, sizeable fixed-cost savings, capex/R&D discipline and a constructive FY2026 outlook) while still carrying substantial legacy and timing challenges (a large FY2025 net loss driven by impairments and restructuring, significant tariff headwinds, full-year negative free cash flow, and material regional volume declines). Progress on cost savings and product launches supports a constructive recovery trajectory, but near-term profitability and cash flow remain exposed to tariffs, one-time items and uneven market demand.Company Guidance
Returned to Operating Profit
Consolidated operating profit of JPY 58 billion in FY2025, ahead of expectations, driven by Re:Nissan cost actions and one-time benefits.
Second-Half Cash Flow Turnaround
Automotive free cash flow turned positive in H2 FY2025 to JPY 112 billion after a full-year negative result; management expects automotive free cash flow to be positive before tariffs in FY2026.
Strong Balance Sheet Starting Point
Net cash at fiscal year-end stood at JPY 1.17 trillion, and management expects net cash to remain above JPY 1 trillion at the end of FY2026.
Material Cost and CapEx Discipline
CapEx reduced by 13.5% year-over-year and R&D spending reduced by 9.1% year-over-year with no significant cuts to R&D programs; raw material cost rise was limited (JPY +5 billion) and largely offset by cost actions.
Substantial Cost Savings from Re:Nissan
Fixed cost savings of JPY 200 billion and variable cost savings of JPY 55 billion delivered in FY2025; monozukuri (manufacturing) savings reached JPY 227 billion; manufacturing cost improvement of JPY 340 billion targeted for FY2026.
Clear FY2026 Growth Outlook
Guidance for FY2026: unit sales up 4.7% to 3.3 million, production targeted at 2.95 million units, revenue guidance JPY 13 trillion and operating profit outlook JPY 200 billion (1.5% margin).
Operational Progress and Product Rollouts
Progress on footprint consolidation (17 -> 10 sites planned), announced 7 site actions within 10 months with 6 consolidations to be completed this year; R&D engineering cost per hour down 18% (target 20%); multiple regional product launches (e.g., Sentra, Qashqai e-POWER, MICRA EV, Roox, N7).
JP:7201 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:7201 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | ¥349.50 | ¥364.40 | +4.26% |
Feb 12, 2026 | ¥409.10 | ¥411.00 | +0.46% |
Oct 30, 2025 | ¥367.70 | ¥368.70 | +0.27% |
Jul 30, 2025 | ¥320.10 | ¥316.10 | -1.25% |
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 Nissan Motor Co Ltd (JP:7201) report earnings?
Nissan Motor Co Ltd (JP:7201) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Nissan Motor Co Ltd (JP:7201) earnings time?
Nissan Motor Co Ltd (JP:7201) earnings time is at Jul 29, 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 Nissan Motor Co Ltd stock?
The P/E ratio of Nissan Motor Co is N/A.
What is JP:7201 EPS forecast?
JP:7201 EPS forecast for the fiscal quarter 2026 (Q1) is -19.53.