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Nissan (NSANY)
OTHER OTC:NSANY
US Market

Nissan (NSANY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
TBA (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
-0.41
Last Year’s EPS
-0.05
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear operational progress and tangible cost‑saving momentum under Re:Nissan, improving sales trends in Q2 (notably North America and a China turnaround since June), strong liquidity and a concrete savings roadmap are positives. However, material near‑term financial setbacks remain — a large H1 net loss (JPY 222B), negative automotive free cash flow (JPY 593B in H1), continued tariff and FX headwinds, and a full‑year operating loss guidance of ~JPY 275B — and management withheld a FY net income outlook while assessing further restructuring. The balanced mix of encouraging execution and significant financial challenges results in a neutral overall view.
Company Guidance
The guidance reiterated a full‑year retail sales target of about 3.25 million units (−2.9% y/y) with production around 3.0 million units, after H1 retail units of ~1.5 million (−7.3% y/y) and Q2 sales ex‑China down 3.6%; China is now expected to exceed prior outlook by 13% after month‑on‑month gains, North America showed 2% H1 growth and 6.7% in Q2 (U.S. flat, Mexico +8%), and recent momentum supports a stronger H2. Financially, Nissan forecasts full‑year net revenue of ~JPY 11.7 trillion and an operating loss of about JPY 275 billion (breakeven excluding tariff impact), with JPY 25 billion assumed for supply risk and an FX assumption of JPY 146/USD; H1 results included consolidated revenue ~JPY 5.6 trillion, H1 operating loss JPY 28 billion, H1 net loss JPY 222 billion, automotive operating loss −JPY 177 billion, R&D H1 spend JPY 275 billion, automotive free cash flow H1 −JPY 593 billion (Q2 −JPY 202 billion) and end‑period net cash close to JPY 1 trillion. Liquidity is maintained at about JPY 3.6 trillion (JPY 2.2 trillion cash + JPY 2.3 trillion unused credit lines), year‑end automotive debt is forecast at ~JPY 2.1 trillion (after refinancing JPY 700 billion maturities), and Re:Nissan targets JPY 500 billion of savings (variable + fixed) with >JPY 80 billion fixed savings achieved in H1, a pipeline of 4,500 ideas with ~JPY 200 billion potential, targets of >JPY 150 billion fixed savings by year‑end and >JPY 250 billion by FY2026, a JPY 1 trillion net‑cash year‑end target and expected positive automotive free cash flow in H2.
Q2 Acceleration and Regional Strength in North America
Q2 sales excluding China improved to -3.6% YoY vs H1 -7.3% YoY; North America delivered 2.0% growth in H1 and 6.7% growth in Q2, U.S. flat, Mexico +8% with maintained market-share leadership.
China Turnaround and N7 Demand
China, while down 17.6% in H1, has posted year‑on‑year growth since June (first time in 15 months); N7 model strong with ~40,000 units sold in China and management expects China sales to exceed previous outlook by 13% in H2.
Maintained Full‑Year Volume and Clear H2 Recovery Plan
Full year sales forecast unchanged at ~3.25 million units (‑2.9% YoY); production guided around 3.0 million units with expectation of a stronger second half driven by new products, marketing initiatives and operational improvements (third shift at Kyushu).
Solid Liquidity and Debt Management
Total liquidity ~JPY 3.6 trillion (JPY 2.2 trillion cash + JPY 2.3 trillion unused credit lines); net cash close to JPY 1.0 trillion at period end; year‑end automotive debt forecast ~JPY 2.1 trillion and successful refinancing of JPY 700 billion maturities.
Re:Nissan Cost Savings Momentum (Fixed and Variable)
Over JPY 80 billion of fixed cost savings achieved in H1; global target JPY 500 billion savings; variable-cost initiatives progressed to identify potential JPY 200 billion (up from JPY 75B in May and JPY 150B in July) with 4,500 ideas generated and many moving to implementation.
R&D Discipline and Operational Efficiency Gains
R&D spending controlled at JPY 275 billion via project deferrals and shorter development schedules; monozukuri improvements and purchasing efficiencies delivered ~JPY 67 billion benefit; engineering cost per hour reduction progressing (current ~12% vs 20% target).
Product and Partnership Wins
Pipeline of product launches (9 new models through FY2027), strong early demand signals (e.g., ~15,000 preorders in ~6 weeks for a recently launched model), and technology/market partnerships (Boldly, Premier Aid, KQ, WAVE, Huawei integration in Tiana) supporting future competitiveness.
Reduced Near‑Term Operating Loss vs Expectations
First half consolidated operating loss was JPY 28 billion — presented as better than management expectations for H1, helped by one‑time positives (lower warranty and emission expenses) and G&A improvements.

Nissan (NSANY) 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

NSANY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2025 (Q3)
-0.41 / -
-0.05
Oct 30, 2025
2025 (Q2)
-0.44 / -0.40
-0.033-1103.03% (-0.36)
Jul 30, 2025
2025 (Q1)
-0.60 / -0.44
0.101-536.63% (-0.54)
May 13, 2025
2024 (Q4)
-1.10 / -2.58
0.338-862.43% (-2.92)
Feb 13, 2025
2024 (Q3)
0.09 / -0.05
0.105-147.62% (-0.15)
Nov 07, 2024
2024 (Q2)
-0.07 / -0.03
0.643-105.13% (-0.68)
Jul 25, 2024
2024 (Q1)
0.35 / 0.10
0.381-73.49% (-0.28)
May 09, 2024
2023 (Q4)
0.22 / 0.34
0.403-16.13% (-0.07)
Feb 08, 2024
2023 (Q3)
0.21 / 0.10
0.197-46.70% (-0.09)
Nov 09, 2023
2023 (Q2)
0.30 / 0.64
0.063920.63% (+0.58)
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

NSANY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$4.84$4.78-1.20%
Jul 30, 2025
$4.31$4.25-1.53%
May 13, 2025
$4.67$4.83+3.25%
Feb 13, 2025
$5.39$5.42+0.50%
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 Nissan (NSANY) report earnings?
Nissan (NSANY) is schdueled to report earning on Feb 10, 2026, TBA (Confirmed).
    What is Nissan (NSANY) earnings time?
    Nissan (NSANY) earnings time is at Feb 10, 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 NSANY EPS forecast?
          NSANY EPS forecast for the fiscal quarter 2025 (Q3) is -0.41.