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Nissan (NSANY)
OTHER OTC:NSANY
US Market
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Nissan (NSANY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 29, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-0.24
Last Year’s EPS
-0.44
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:May 13, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call conveyed a mixed but cautiously constructive picture: Nissan recorded a meaningful turnaround in operational discipline, delivered cost and efficiency gains, returned to consolidated operating profit and generated positive automotive free cash flow in H2, and provided a profitability-focused FY2026 outlook. However, the company still faces sizeable legacy one-time charges and impairments (JPY 533.1 billion net loss with JPY 360 billion impairments), ongoing tariff and material cost headwinds, regional demand weakness in several major markets, and near-term restructuring challenges (capacity and workforce adjustments). Overall, progress on Re:Nissan and a clearer path to profitability are positive signs, but substantial risks and the scale of FY2025 losses temper full optimism.
Company Guidance
Nissan’s guidance for FY2026 calls for unit sales of 3.3 million (up 4.7% from FY2025’s 3.15M, which declined 5.8%), production of ~2.95M, consolidated revenue of JPY 13 trillion and operating profit of JPY 200 billion (1.5% margin) with net income ~JPY 20 billion, on FX assumptions of JPY 150/USD and JPY 175/EUR; management expects automotive operating profit and free cash flow to be positive before tariffs (FY2025: operating profit JPY 58 billion, net loss JPY 533 billion, automotive operating loss JPY 250 billion including tariffs, full‑year FCF -JPY 481 billion but H2 FCF +JPY 112 billion, net cash JPY 1.17 trillion). Key drivers and headwinds quantified in the outlook include an expected tariff burden of ~JPY 250 billion (improving JPY 30 billion vs FY2025’s JPY 286 billion), FX -JPY 20 billion, raw materials -JPY 85 billion, inflation -JPY 60 billion, one‑time negatives JPY 150 billion, and major Re:Nissan savings of JPY 340 billion in manufacturing (part of a 500 billion fixed+variable target), with fixed cost savings already JPY 200 billion and variable JPY 55 billion delivered in FY2025; other metrics cited: CapEx -13.5% YoY, R&D -9.1% YoY, R&D cost/hour -18% (target -20%), >5,000 variable initiatives (potential JPY 270 billion), impairment taken JPY 360 billion and restructuring ~JPY 125 billion in FY2025, Middle East estimated impact ~19,000 units/JPY 15 billion, and an ambition to keep net cash above JPY 1 trillion at year‑end.
Returned to Operating Profit (FY2025)
Consolidated operating profit of JPY 58 billion for FY2025, ahead of initial expectations and driven by Re:Nissan cost actions and one-time benefits.
Automotive Free Cash Flow Turned Positive in H2
Automotive free cash flow was negative for the full year (JPY -481 billion) but turned positive in the second half with JPY 112 billion, demonstrating improved cash generation trends.
Strong Net Cash Position
Ending net cash of JPY 1.17 trillion at year-end, providing a financial cushion heading into FY2026.
Material Cost and Operational Savings Delivered
Monozukuri savings of JPY 227 billion and one-time benefits of JPY 148 billion helped offset inflation; fixed cost savings reached JPY 200 billion and 5,000+ variable initiatives identified with JPY 270 billion potential, of which JPY 55 billion was realized in FY2025.
R&D and CapEx Discipline
Capital expenditure reduced by 13.5% year-over-year and R&D spending reduced by 9.1% without significant cuts to projects; engineering cost per hour improved by 18% (near a 20% target).
FY2026 Financial and Volume Outlook
Guidance for FY2026: unit sales up 4.7% to 3.3 million, production targeted at 2.95 million, consolidated revenue forecast JPY 13 trillion and operating profit outlook JPY 200 billion (1.5% margin); net income projected to be positive at JPY 20 billion.
Product and Market Momentum
Multiple new and refreshed model launches across regions (e.g., Qashqai e-POWER, MICRA EV, Roox, Sentra, N7) and improved retail performance in the U.S.; China showed H2 improvement supported by New Energy Vehicle launches.
Footprint Consolidation Progress
Plan to reduce global production capacity by 1 million units and consolidate manufacturing footprint from 17 to 10 sites; all 7 site actions announced within 10 months with consolidation of 6 sites to be completed this year, supporting long-term cost structure improvement.

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
Jul 29, 2026
2026 (Q1)
-0.24 / -
-0.441
May 13, 2026
2025 (Q4)
-1.32 / -1.02
-2.57760.26% (+1.55)
Feb 12, 2026
2025 (Q3)
-0.42 / -0.11
-0.05-112.00% (-0.06)
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)
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
May 13, 2026
$4.43$4.62+4.13%
Feb 12, 2026
$5.33$5.38+1.09%
Oct 30, 2025
$4.84$4.78-1.20%
Jul 30, 2025
$4.31$4.25-1.53%
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 Jul 29, 2026, TBA (Confirmed).
    What is Nissan (NSANY) earnings time?
    Nissan (NSANY) earnings time is at Jul 29, 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 2026 (Q1) is -0.24.