Komatsu Ltd. (KMTUY)
OTHER OTC:KMTUY
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Earnings Data
Report Date
Jul 24, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.62Last Year’s EPS
0.67Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line resilience (record net sales, strong aftermarket and pockets of segment profitability) and clear progress on strategic initiatives (AHS milestone, acquisitions, hydrogen and automation POCs). However, profitability trends were weaker — operating income and net income declined materially in FY25 — and the outlook includes significant headwinds from U.S. tariffs, Middle East-related disruptions, inventory build and softer mining and regional demand, with FY26 guidance showing lower sales, profits and a projected ROE below target. The positives (cash generation, strategic milestones, selective segment strength) are meaningful but are balanced by material near-term cost and demand pressures that depress earnings visibility.Company Guidance
Record Fifth Consecutive Year of Net Sales
Net sales increased 0.7% year-on-year to JPY 4,132.8 billion, marking a record high for the fifth consecutive year.
Strong Retail Finance Performance
Retail Finance sales rose 2.4% to JPY 126.1 billion and segment profit increased 24.4% to JPY 36.6 billion, driven by higher new contracts and lower funding costs.
Industrial Machinery & Others Growth
Industrial Machinery & Others sales grew 6.8% to JPY 238.8 billion and segment profit surged 38.5% to JPY 37.9 billion (segment profit ratio 15.9%, +3.6 points), supported by large press sales and higher-margin semiconductor maintenance.
Cash Generation and Shareholder Returns
Free cash flow remained positive at JPY 249.7 billion (inflow), the company executed a JPY 100 billion share repurchase and plans another up to JPY 100 billion in FY2026; annual dividend maintained at JPY 190 per share (consolidated payout ratio ~45.9% FY25, projected 53.8% FY26).
Strategic M&A and Business Development
Acquired SRC of Lexington's remanufacturing business and Malwa Forest (forestry machinery) to expand reman and forestry product lines and strengthen North American manufacturing footprint.
Technology & Sustainability Progress
Reached 1,000 units of autonomous haul system (AHS) globally (cumulative haulage >11.5 billion tons); began POC tests for hydrogen fuel cell hydraulic excavator; deployed power-agnostic truck in Sweden; CO2 production reduction target achieved ahead of schedule.
Aftermarket Resilience
Parts sales increased 0.4% to JPY 1,055.2 billion and the aftermarket (parts + services) accounted for ~52% of total sales; FY26 parts sales projected +2.2% to JPY 1,078.5 billion.
Efficiency / Financial Target Achievements
ROE for FY25 was 11.3%, exceeding the stated target of 10% or higher; net D/E ratio remained conservative at 0.26x and shareholders' equity ratio stayed high at 54.7%.
KMTUY 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
KMTUY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $44.30 | $42.93 | -3.09% |
Jan 30, 2026 | $38.07 | $38.44 | +0.95% |
Oct 29, 2025 | $38.05 | $36.53 | -3.98% |
Jul 29, 2025 | $35.90 | $33.82 | -5.79% |
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 Komatsu Ltd. (KMTUY) report earnings?
Komatsu Ltd. (KMTUY) is schdueled to report earning on Jul 24, 2026, TBA (Confirmed).
What is Komatsu Ltd. (KMTUY) earnings time?
Komatsu Ltd. (KMTUY) earnings time is at Jul 24, 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 KMTUY EPS forecast?
KMTUY EPS forecast for the fiscal quarter 2026 (Q1) is 0.62.