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SUBARU
(7270)
SUBARU (7270) vs. iShares MSCI Japan ETF (EWJ)
SUBARU Business Overview & Revenue Model
SUBARU Financial Statement Overview
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.67T | 4.69T | 4.70T | 3.77T | 2.74T | 2.83T |
| Gross Profit | 733.13B | 980.34B | 992.43B | 703.00B | 473.49B | 465.14B |
| EBITDA | 423.92B | 727.82B | 754.21B | 520.39B | 334.23B | 323.09B |
| Net Income | 103.74B | 338.06B | 385.08B | 200.43B | 70.01B | 76.51B |
Balance Sheet | ||||||
| Total Assets | 5.24T | 5.09T | 4.81T | 3.94T | 3.54T | 3.41T |
| Cash, Cash Equivalents and Short-Term Investments | 857.79B | 1.96T | 1.92T | 1.37T | 1.13T | 1.14T |
| Total Debt | 413.00B | 399.50B | 399.50B | 427.12B | 441.17B | 435.53B |
| Total Liabilities | 2.49T | 2.37T | 2.25T | 1.83T | 1.64T | 1.63T |
| Stockholders Equity | 2.75T | 2.71T | 2.56T | 2.10T | 1.89T | 1.78T |
Cash Flow | ||||||
| Free Cash Flow | 150.87B | 226.85B | 467.79B | 308.89B | 9.41B | 96.85B |
| Operating Cash Flow | 359.67B | 492.14B | 767.66B | 503.76B | 195.65B | 289.38B |
| Investing Cash Flow | -287.62B | -404.08B | -703.70B | -336.81B | -179.72B | -272.17B |
| Financing Cash Flow | -176.77B | -187.32B | -66.47B | -122.31B | -98.50B | 13.97B |
SUBARU Technical Analysis
SUBARU Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥47.65T | 12.90 | 12.89% | 2.78% | 6.44% | 11.88% | |
66 Neutral | ¥604.65B | 169.81 | -0.65% | 3.33% | -0.87% | -105.50% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | ¥6.30T | 12.57 | 5.23% | 4.41% | -0.43% | -26.68% | |
58 Neutral | ¥2.09T | 20.55 | 9.73% | 3.61% | 1.04% | -31.52% | |
55 Neutral | ¥824.81B | 94.09 | 1.72% | 4.52% | -0.83% | -75.20% | |
47 Neutral | $1.52T | -1.62 | -16.69% | ― | -3.01% | -755.71% |
SUBARU Corporate Events
Subaru Corporation has revised its consolidated financial forecast for the fiscal year ending March 31, 2026, projecting higher revenue of ¥4.8 trillion but significantly lower profitability than previously expected, with operating profit, profit before tax, and profit attributable to owners of the parent all reduced by around 22–35%. The downgrade reflects the impact of additional tariffs and rising expenses, which have already led to a net loss in the third quarter, signaling margin pressure despite top-line growth and suggesting a more challenging earnings environment for the automaker, although the company is maintaining its dividend forecast for the period.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen4800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru reported nine-month revenue to December 31, 2025 of ¥3.52 trillion, essentially flat year-on-year, but saw operating profit plunge 82% to ¥66.3 billion and profit attributable to owners fall 73.8% to ¥83.1 billion, sharply compressing margins and earnings per share. Despite the profit slump, equity attributable to owners remained robust at ¥2.75 trillion, with an equity ratio of 52.5%, and the company maintained its annual dividend forecast of ¥115 per share, including a higher interim payout of ¥57, signaling continued shareholder returns. For the full year to March 31, 2026, Subaru cut its earnings outlook, now expecting revenue of ¥4.8 trillion but forecasting steep year-on-year declines in operating profit (down 67.9%) and net profit (down 63.0%), highlighting sustained profit pressure; it also streamlined its domestic dealer network by integrating ten regional sales subsidiaries, potentially improving efficiency but temporarily reducing the scope of consolidation.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen4800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation announced a broad reorganization of its governance structure, including organizational and management changes and a reshaping of its Board of Directors, to take effect in April and June 2026, subject to shareholder approval. As part of this shift, Subaru will transition to a “Company with an Audit and Supervisory Committee” to speed up decision-making, delegate more authority to management, and strengthen the Board’s supervisory role, measures intended to support steady execution of its SUBARU Management Policy 2025 and enhance corporate value over the medium to long term. The proposed board slate includes Fumiaki Hayata as Representative Director and Chairman of the Board, Atsushi Osaki continuing as Representative Director of the Board, and several continuing and newly appointed outside directors, such as newly nominated independent outside director Kayako Omura, with outside directors taking key roles on the Governance & Executive Nomination and Executive Compensation committees to reinforce independent oversight.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen4800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation has resolved to transition from a company with an Audit and Supervisory Board to a company with an Audit and Supervisory Committee, subject to shareholder approval at its June 2026 general meeting, as part of broader efforts to strengthen corporate governance and support its “SUBARU Management Policy 2025.” The new structure will delegate more authority over business execution to executive officers to speed decision-making, while increasing the supervisory role of the Board of Directors, which will comprise a majority of Independent Outside Directors and a strengthened Audit and Supervisory Committee, and will maintain key voluntary governance bodies with independent outside directors as chairs, signaling a clear move to tighter oversight and enhanced transparency for investors and other stakeholders.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen4800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation has completed a share repurchase program authorized in August 2025, buying back 15,722,200 common shares for a total of approximately ¥49.99 billion through market purchases on the Tokyo Stock Exchange between August 8 and December 23, 2025. The company will cancel all of these repurchased shares—equivalent to 2.1% of its outstanding stock—on January 20, 2026, reducing the total number of shares outstanding to 717,335,273 and signaling an ongoing commitment to shareholder returns and capital efficiency, which may support earnings per share and improve capital structure for investors.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen3892.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation announced a correction to its previously disclosed consolidated financial results for the first half of the fiscal year ending 2026. The correction pertains to the retail sales figures of its U.S. subsidiary, Subaru of America, which were initially reported as 307,000 units but have been revised to 315,000 units. This adjustment highlights Subaru’s strong sales performance in the U.S. market, potentially impacting its financial outlook and investor perceptions positively.
The most recent analyst rating on (JP:7270) stock is a Sell with a Yen2800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation announced the progress of its share repurchase program, initially resolved by the Board of Directors in August 2025. As of November 30, 2025, the company has repurchased over 12.5 million shares, amounting to approximately 39.16 billion yen, as part of its strategy to enhance shareholder value. The repurchase is conducted through market purchases at the Tokyo Stock Exchange and is set to continue until December 23, 2025, with a target of up to 20.84 million shares or 50 billion yen.
The most recent analyst rating on (JP:7270) stock is a Sell with a Yen2800.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.
Subaru Corporation reported a 5.3% increase in revenue for the six months ending September 30, 2025, despite a significant drop in operating profit by 53.8%. The company also announced the exclusion of 10 subsidiaries from its consolidation scope due to regional integration, which may impact its operational efficiency and market strategy.
The most recent analyst rating on (JP:7270) stock is a Buy with a Yen3669.00 price target. To see the full list of analyst forecasts on SUBARU stock, see the JP:7270 Stock Forecast page.