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Honda Motor Co Ltd (JP:7267)
:7267
Japanese Market

Honda Motor Co (7267) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 12, 2026
TBA (Confirmed)
Period Ending
2027 (Q1)
Consensus EPS Forecast
Last Year’s EPS
46.8
Same Quarter Last Year
Based on 13 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Feb 10, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
Mixed results: Honda demonstrates strong cash generation, a resilient motorcycle business and solid financial services earnings that provide ballast, and management has reduced some downside (tariff outlook) while preserving shareholder returns. However, significant automobile losses driven by one‑time EV charges, tariffs, China volume weakness and supply‑chain/raw‑material risks materially dent profitability and create medium‑term strategic uncertainty around EV investments and alliances.
Company Guidance
Honda maintained its FY Mar‑2026 guidance of consolidated operating profit of JPY 550 billion and profit for the year attributable to owners of JPY 300 billion, assuming USD/JPY at JPY 148, a full‑year dividend of JPY 70 per share and cancellation of 747 million treasury shares; group unit‑sale targets remain motorcycles 21.3 million, automobiles 3.34 million and power products 3.67 million. Through Q3 operating profit was JPY 591.5 billion (down JPY 548.4 billion YoY), profit attributable JPY 465.4 billion (down JPY 339.8 billion), investment income (equity method) JPY 24.0 billion (up JPY 51.3 billion), motorcycle 9‑month sales 16.44 million, automobiles 2.561 million and power products 2.507 million. Honda reported operating cash flow after R&D adjustment of JPY 1.8558 trillion, free cash flow excluding financial services JPY 917.4 billion and net cash JPY 3.1707 trillion. Management said tariff impact has been revised down from an initial JPY 450 billion to ~JPY 310 billion, one‑time EV‑related charges hit JPY 267.1 billion (with ~JPY 270 billion booked in 9 months and full‑year write‑off/R&D totaling toward ~JPY 690–700 billion in management’s budget), and excluding EV and tariff impacts consolidated operating profit would be JPY 1.1485 trillion; Q3 operating by segment was motorcycle JPY 546.5 billion, automobile loss JPY 166.4 billion, financial services profit JPY 218 billion and power products loss JPY 6.5 billion.
Strong Motorcycle Sales and Profitability
Motorcycle unit sales reached 16.44 million through Q3 with growth led by India, Pakistan and Brazil; Q3 motorcycle operating profit was JPY 546.5 billion, up JPY 44.8 billion year‑on‑year (≈+8.9%). Honda still targets a record 21.3 million motorcycle units for the full year.
Robust Cash Generation and Balance Sheet
Operating cash flow after R&D adjustment was JPY 1.8558 trillion; free cash flow excluding financial services was JPY 917.4 billion; net cash at end of Q3 was JPY 3.1707 trillion — providing strong liquidity to fund investments and strategy changes.
Financial Services Performance
Financial services delivered an operating profit of JPY 218 billion in Q3, contributing meaningful recurring earnings to the group portfolio.
Tariff Impact Reduced Versus Initial Expectation
Management reduced the expected tariff impact for the fiscal year from an initial JPY 450 billion to JPY 310 billion, improving the near-term earnings outlook versus the start-of-year assumption.
Full-Year Guidance and Shareholder Returns Maintained
Despite headwinds, Honda maintained its consolidated FY guidance (operating profit JPY 550 billion; profit attributable JPY 300 billion) and a full-year dividend of JPY 70 per share; Board approved cancellation of 747 million treasury shares.
Positive Price/Cost Improvements
Price/cost actions contributed positively to results: a JPY 225.9 billion positive impact in the Q3 year-on-year operating profit bridge and management expects continued price/cost benefits (management cited ~JPY 230 billion for the full year).
Hybrid Momentum and Product Actions
Hybrid vehicle volume rose ~5% in Q3; management is prioritizing next‑generation hybrid systems and ADAS integration to strengthen competitiveness while re-evaluating BEV product launches and spending.

Honda Motor Co (JP:7267) 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

JP:7267 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 12, 2026
2027 (Q1)
- / -
46.8
Feb 10, 2026
2026 (Q3)
26.75 / 39.23
66.44-40.95% (-27.21)
Nov 07, 2025
2026 (Q2)
33.46 / 29.50
21.4437.59% (+8.06)
Aug 06, 2025
2026 (Q1)
61.42 / 46.80
81.81-42.79% (-35.01)
May 13, 2025
2025 (Q4)
26.24 / 9.24
40.769-77.34% (-31.53)
Feb 13, 2025
2025 (Q3)
61.52 / 66.44
52.1527.40% (+14.29)
Nov 06, 2024
2025 (Q2)
65.35 / 21.44
51.597-58.45% (-30.16)
Aug 07, 2024
2025 (Q1)
77.33 / 81.81
73.03312.02% (+8.78)
May 10, 2024
2024 (Q4)
28.78 / 40.77
21.93785.85% (+18.83)
Feb 08, 2024
2024 (Q3)
50.29 / 52.15
48.18.42% (+4.05)
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:7267 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 10, 2026
¥1635.00¥1669.50+2.11%
Nov 07, 2025
¥1557.00¥1585.00+1.80%
Aug 06, 2025
¥1515.16¥1538.16+1.52%
May 13, 2025
¥1456.92¥1471.61+1.01%
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 Honda Motor Co Ltd (JP:7267) report earnings?
Honda Motor Co Ltd (JP:7267) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
    What is Honda Motor Co Ltd (JP:7267) earnings time?
    Honda Motor Co Ltd (JP:7267) earnings time is at Aug 12, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
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        What companies are reporting earnings today?
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          What is the P/E ratio of Honda Motor Co Ltd stock?
          The P/E ratio of Honda Motor Co is N/A.
            What is JP:7267 EPS forecast?
            Currently, no data Available