Honda Motor Co., Ltd. is a global enterprise that designs, manufactures, and markets a diverse array of products, primarily motorcycles, automobiles, and ...
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Operator: Thank you for taking time to join us today. We will now begin the announcement of Honda Motor Company Limited Fiscal First Quarter ended June 30, 2026 Financial Results. First, the executives in attendance. Masao Kawaguchi, Executive Officer and CFO. Masao Kawaguchi: This is Kawaguchi. How do you do? Operator: Sumihiro Takahashi, Operating Executive, Head of Accounting and Finance Unit. Sumihiro Takahashi: This is Takahashi speaking. How do you do? Operator: Kawaguchi will outline the fiscal first quarter financial results and FY March 31, 2027 financial forecast, followed by Takahashi giving the details. Mr. Kawaguchi, please. Masao Kawaguchi: At the outset, I would like to express my heartfelt sympathies to all those affected by the earthquake that hit Kumamoto on July 28 and their families. I also sincerely pray for the swift recovery and reconstruction of the affected areas. This slide shows the operating status of our major production sites after the 2026 Kumamoto earthquake. Regarding Kumamoto factory, production is suspended from the evening of July 28 till August 7 for 9 days and recovery efforts are underway. Thanks to these efforts, operations have been partially resumed today. We will continue to work towards full-scale operations. Regarding our automobile production sites, there have been parts shortages resulting from damage sustained by some suppliers. At Saitama factory, operations will be suspended for a total of 6 days until August 19, including the summer break. And at Suzuka factory, operations will be suspended from August 6 tomorrow to the 19th in total of 5 days, including the summer break. We will monitor developments and decide when to resume production and we'll announce at the appropriate timing. Next, fiscal results for the first quarter of the fiscal year ending March 31, 2027. Operating profit for the first quarter was a record high JPY 530.7 billion. No EV-related losses were posted in this first quarter. Motorcycle business, all-time high quarterly operating profit and operating profit margin were achieved, driven by strong global sales, particularly in India and Brazil. Automobile business, despite struggle in China, unit sales steadily increased mainly in North America, resulting in operating profit of JPY 192.1 billion and an operating margin of 5.0%. Regarding consolidated business forecast for the fiscal year ending March 31, 2027, we revised the exchange rate assumption to JPY 155 per U.S. dollar. Operating profit has been revised upward by JPY 150 billion to JPY 650 billion. Uncertainty in the Middle East calls for careful risk assessment regarding unit sales, material costs and other factors. Therefore, these assumptions remain unchanged from the previous forecast. EV-related losses have also been revised to reflect the updated currency assumptions. Excluding EV-related losses, adjusted operating profit is projected at JPY 1.17 trillion, up JPY 170 billion from the previous forecast. Next, …
Est. EPS $424.92 · Revenue $23.96T · 2 analysts
Est. EPS $145.02 · Revenue $6.28T · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| The total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). |
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Toshihiro Mibe | President, Chief Executive Officer, Representative Executive Officer & Chairman | JPY 1,054,898 | Male | 1961 | Active |
Masayuki Igarashi | Managing Executive Officer & Chief Officer for Regional Operations (China) |
| JPY 767,766 |
| Male |
| 1963 |
| Active |
Noriya Kaihara | EVice President, Representative Exe Off, Culture Transformation Officer, Compliance & Privacy Officer, Director | JPY 767,766 | Male | 1961 | Active |
Hironao Ito | Managing Executive Officer | JPY 742,798 | — | 1966 | Active |
Kensuke Oe | Managing Executive Officer | JPY 742,798 | Male | 1967 | Active |
Katsushi Inoue | Senior Managing Executive Officer | JPY 524,328 | Male | 1963 | Active |
Eiji Fujimura | Senior Managing Exec Officer, Chief Officer of Regional Operations (North America) | — | Male | 1970 | Active |
Manabu Ozawa | Managing Exec. Officer and Chief Officer of Corp. Strategy Ops. & Traffic Safety Promotion Ops. | — | Male | 1965 | Active |
Masao Kawaguchi | Executive Officer, CFO, Chief Officer for Corporate Administration Operations & Director | — | Male | 1971 | Active |
Minoru Kato | Managing Exec Officer, Head of Motorcycle and Chief Officer of Motorcycle & Power Products Ops | — | Male | 1965 | Active |
Kenji Ichinoseki | Chief of IR | — | — | — | Active |
Est. EPS $63.71 · Revenue $6.43T · 1 analysts
Est. EPS $648.30 · Revenue $24.62T · 2 analysts
EPS ¥347.52 · Revenue ¥6.06T
$70.00 per share
EPS ¥-318.18 · Revenue ¥21.80T
$70.00 per share
EPS ¥117.81 · Revenue ¥5.34T
EPS ¥82.20 · Revenue ¥5.29T
| $21796.6B |
| +0.5% |
| +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-423.9B | -150.7% | +150.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +16.5% | -23.1% | +247.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -1.9% | -134.0% | +150.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -1.9% | -150.5% | +148.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $237.7B | +142.8% | -348.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.1% | +142.6% | -338.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 114.1% | +217.9% | -100.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.28x | -5.6% | -0.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $33654.6B | +9.4% | -0.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -318.18 vs -251.37 | -26.6% | 347.52 vs 145.02 | +139.6% |
| Revenue Surprise | $21796.6B vs $21446.2B | +1.6% | $6061.5B vs $6280.7B | -3.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Kokubu Fumiya | director | Common Stock | A | 70 | $10.76 |
| Sep 1, 2026 | Nagata Ryoko | director | Common Stock | A | 70 | $10.76 |
| Sep 1, 2026 | Igarashi Masayuki | officer: Managing Executive Officer | Common Stock | A | 454 | $10.76 |
| Sep 1, 2026 | Higashi Kazuhiro | director | Common Stock | A | 70 | $10.76 |
| Sep 1, 2026 | Morisawa Jiro | director | Common Stock | A | 383 | $10.76 |
