The earnings call reveals a mix of positive developments, such as profit growth in the retail finance and industrial machinery segments, as well as strategic advancements like the Reko Diq project contract and the introduction of a power-agnostic truck. However, these are overshadowed by significant challenges, including declines in overall net sales and operating income, especially in the mining and construction segments, and difficulties faced in key markets like Japan and Indonesia.

Company Guidance -

Q2 2025

During the Q1 fiscal 2025 call, Komatsu Limited provided detailed financial guidance, highlighting a challenging quarter with net sales decreasing by 5.2% year-over-year (YoY) to JPY909.5 billion and operating income down by 10.6% to JPY140.4 billion. The operating income ratio declined by 1 percentage point to 15.4%, primarily due to the yen's appreciation and increased costs despite price promotions. The construction, mining, and utility equipment segment saw a 5.5% drop in net sales to JPY844.9 billion, with segment profit decreasing by 14.1% to JPY122.3 billion. Meanwhile, retail finance profit increased by 22.5% to JPY9.4 billion, and the industrial machinery segment's profit rose by 43.5% to JPY7.2 billion, despite a 4.6% decrease in sales. Komatsu maintained its full-year FY2025 forecast, with notable attention on potential impacts from US tariffs and regional demand variations. Additionally, Komatsu is actively adapting to market conditions by planning price increases and monitoring demand trends closely, especially in markets like North America and Europe, while addressing challenges in Japan and Indonesia.

Retail Finance Segment Profit Growth

Retail finance segment profit increased by 22.5% YoY to JPY9.4 billion, despite sales remaining flat YoY at JPY30.4 billion.

Industrial Machinery Segment Profit Increase

Industrial machinery & others segment profit increased by 43.5% YoY to JPY7.2 billion, driven by increased sales of high-margin excimer laser maintenance.

Komatsu's New Contract for Reko Diq Project

Komatsu signed a large-scale contract to supply mining equipment for the Reko Diq copper and gold mining project, with deliveries totaling approximately USD440 million scheduled to begin in FY2026.

Introduction of Power-Agnostic Truck

Komatsu introduced a new power-agnostic truck at the Aitik copper mine, capable of using multiple power sources, marking the world's first deployment of such a truck at a mine site.

Komatsu (KMTUY) 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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KMTUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q2)	0.66 / -	0.648	―	―	―
Jul 29, 2025	2025 (Q1)	0.74 / 0.67	0.753	-11.42% (-0.09)
Apr 28, 2025	2024 (Q4)	0.66 / 0.98	0.634	54.73% (+0.35)
Jan 31, 2025	2024 (Q3)	0.71 / 0.76	0.714	6.16% (+0.04)
Oct 29, 2024	2024 (Q2)	0.61 / 0.65	0.71	-8.73% (-0.06)
Jul 29, 2024	2024 (Q1)	0.61 / 0.75	0.785	-4.08% (-0.03)
Apr 26, 2024	2023 (Q4)	0.52 / 0.63	0.728	-12.91% (-0.09)
Jan 30, 2024	2023 (Q3)	0.68 / 0.71	0.567	25.93% (+0.15)
Oct 27, 2023	2023 (Q2)	0.68 / 0.71	0.586	21.16% (+0.12)
Jul 28, 2023	2023 (Q1)	0.59 / 0.79	0.646	21.52% (+0.14)

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
Jul 29, 2025	$35.90	$33.82	-5.79%
Apr 28, 2025	$28.03	$28.89	+3.07%
Jan 31, 2025	$29.60	$30.58	+3.31%
Oct 29, 2024	$26.14	$26.52	+1.45%

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 Nov 04, 2025, TBA (Confirmed).

What is Komatsu Ltd. (KMTUY) earnings time?

Komatsu Ltd. (KMTUY) earnings time is at Nov 04, 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 KMTUY EPS forecast?

KMTUY EPS forecast for the fiscal quarter 2025 (Q2) is 0.66.

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