The earnings call presented a mixed picture for Yamaha Motor Company. While there were significant achievements such as major acquisitions and an increase in operating income, several challenges were highlighted including a decline in overall revenue, the impact of tariffs, decreased motorcycle sales in key markets, and a drop in operating income for several business segments.

Company Guidance -

Q3 2025

During Yamaha Motor Company's First Quarter Earnings Presentation for the fiscal year ending December 2025, it was reported that revenue was at 97% compared to the previous year, totaling JPY 625.9 billion, while operating income increased by 56% to JPY 43.6 billion. The operating income ratio decreased by 5.2 percentage points to 7%. Profit attributable to owners of the parent company was JPY 30.7 billion, or 55% of the prior year, with EPS at JPY 31.47, reflecting 56% on the prior year. The presentation highlighted several challenges, including declines in motorcycle, water vehicle, and LSM sales, as well as increased R&D and labor costs. Specific regional challenges included decreased motorcycle sales in Vietnam and Brazil, whereas sales in the Philippines remained strong. The company also discussed uncertainties around tariffs that could impact future financial results, particularly in the marine business. Additionally, the company is pursuing mid to long-term growth through acquisitions in the marine and SPV businesses, aiming to bolster competitiveness and achieve strategic goals outlined in their new medium-term management plan.

Acquisition Agreements in Marine and SPV Businesses

Yamaha Motor Company signed agreements to acquire Telwater, a major Australian boat manufacturer, and the e-Kit business subsidiary of Brose, a German automotive parts manufacturer, as part of initiatives to establish a competitive advantage and achieve business growth.

Increase in Operating Income

Operating income for the first quarter was 56% higher than the previous year at JPY43.6 billion.

Positive Performance in Robotics Business

The robotics business saw an increase in revenue and a reduction in the deficit compared to the previous year, with increased demand in China and other Asian markets.

Strong Demand for Power-Assisted Bicycles

The SPV business reported high demand and increased sales in power-assisted bicycles for the domestic market.

Yamaha Motor Co (JP:7272) 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:7272 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	33.32 / -	23.64	―	―	―
Aug 05, 2025	2025 (Q2)	32.22 / 23.14	58.24	-60.27% (-35.10)
May 13, 2025	2025 (Q1)	32.59 / 31.47	56.61	-44.41% (-25.14)
Feb 12, 2025	2024 (Q4)	21.91 / -28.37	19.628	-244.54% (-48.00)
Nov 06, 2024	2024 (Q3)	39.59 / 23.64	44.323	-46.66% (-20.68)
Aug 06, 2024	2024 (Q2)	62.77 / 58.24	59.79	-2.59% (-1.55)
May 13, 2024	2024 (Q1)	51.73 / 56.61	44.167	28.17% (+12.44)
Feb 14, 2024	2023 (Q4)	50.52 / 19.63	41.356	-52.54% (-21.73)
Nov 07, 2023	2023 (Q3)	49.56 / 44.32	49.21	-9.93% (-4.89)
Aug 08, 2023	2023 (Q2)	39.69 / 59.79	49.093	21.79% (+10.70)

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:7272 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	¥1087.50	¥1027.00	-5.56%
May 13, 2025	¥1131.58	¥1108.14	-2.07%
Feb 12, 2025	¥1210.70	¥1143.79	-5.53%
Nov 06, 2024	¥1285.08	¥1282.68	-0.19%

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 Yamaha Motor Co Ltd (JP:7272) report earnings?

Yamaha Motor Co Ltd (JP:7272) is schdueled to report earning on Nov 10, 2025, TBA (Confirmed).

What is Yamaha Motor Co Ltd (JP:7272) earnings time?

Yamaha Motor Co Ltd (JP:7272) earnings time is at Nov 10, 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 Yamaha Motor Co Ltd stock?

The P/E ratio of Yamaha Motor Co is N/A.

What is JP:7272 EPS forecast?

JP:7272 EPS forecast for the fiscal quarter 2025 (Q3) is 33.32.

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