NYSE$HMC

Honda Motor Co, Ltd-ADR · Q4 2027 earnings

Q4 2027 earnings · · Before market open · Investor relations

Briefing

Honda swung to a ¥424B FY2026 net loss as EV-related charges and tariffs drove an operating loss despite flat revenue of ¥21.8T.

Honda Motor reported consolidated results for the fiscal year ended March 31, 2026 with sales revenue of ¥21,796.6 billion, up 0.5% YoY, but swung to an operating loss of ¥414.3 billion from ¥1,213.5 billion profit prior year due primarily to EV-related losses and tariff impacts. Loss attributable to owners of the parent was ¥423.9 billion with diluted EPS of ¥(106.06). Motorcycle revenue growth partially offset automobile declines and negative FX translation. For FY2027, Honda forecasts sales revenue of ¥23,150.0 billion and return to operating profit of ¥500.0 billion, assuming JPY 145/USD.

  • FY2026 sales revenue ¥21,796.6B (+0.5% YoY); operating loss ¥414.3B vs profit ¥1,213.5B prior year.
  • Net loss attributable to owners ¥423.9B; basic/diluted EPS ¥(106.06) vs ¥178.93 prior year.
  • EV-related losses and tariff impacts drove ¥1.6T+ operating profit decline; motorcycle sales revenue increased.
  • Cash and equivalents ¥5,118.5B; operating cash flow ¥1,135.3B improved vs prior year.
  • FY2027 forecast: revenue ¥23,150.0B (+6.2%), operating profit ¥500.0B, parent net profit ¥260.0B.

Headline financials

Total Revenue

¥21.8T

No prior period
EPS (adj)

-¥106.06

No prior period
Operating Margin

-1.9%

No prior period
Return on Equity

-3.5%

No prior period
Annual Dividend (JPY)

¥70.00

No prior period
Net Income

-¥424B

No prior period
Operating Income

-¥414B

No prior period
Cash & Equivalents

¥5.12T

No prior period
Total Assets

¥33.5T

No prior period

Revenue & EPS history

Honda · Revenue · Quarterly

¥21.8T

Q4 2027
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Forward guidance

For the fiscal year ending March 31, 2027, Honda projects sales revenue of ¥23,150.0 billion (+6.2%), operating profit of ¥500.0 billion, and profit attributable to owners of ¥260.0 billion (EPS ¥66.79), assuming JPY 145/USD.

Tailwinds

  • Expects ¥1.45T improvement from lower EV-related losses vs FY2026
  • Sales impact forecast +¥266.7B and tariff impact improvement +¥147.0B
  • Motorcycle business continues to contribute revenue growth

Headwinds

  • FY2027 still includes ¥500.0B EV-related losses
  • Price/cost headwinds expected at -¥313.0B
  • Currency effect forecast -¥142.0B

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2027

Historical avgQ4 2027

+0.7%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.6%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+10.8%

Q2 2021

Best reaction

-8.4%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027+0.5%+3.9%+8.6%
Q3 2026-0.0%-4.6%-1.8%
Q2 2026-2.0%-1.2%-3.2%
Q2 2025-8.4%-11.0%-14.1%
Q4 2024-0.4%-0.3%-5.1%
Q2 2024-0.9%+1.1%-4.4%
Q1 2024+2.6%-0.9%+7.7%
Q4 2023+2.7%+3.3%+13.8%
Q3 2023+3.7%+2.8%+7.0%
Q2 2023-1.1%-0.4%+1.1%
Q1 2023+8.0%+9.0%+3.8%
Q4 2022-1.8%-2.2%-1.6%
Q3 2022+3.9%+3.6%-10.6%
Q2 2022-3.9%-6.6%-8.2%
Q1 2022+0.9%+1.2%-6.2%
Q4 2021-2.0%-0.5%+8.6%
Q3 2021+3.1%+1.4%+3.2%
Q2 2021+10.8%+14.1%+21.4%
Q1 2021-2.8%-4.2%+0.2%
Q4 2020-3.9%-4.3%+7.5%
Q3 2020+0.6%+2.3%-5.6%
Q2 2020+4.5%+4.9%+3.9%
Q1 2020-2.9%-3.4%-4.7%
Q4 2019-5.7%-7.9%-7.3%
Q3 2019-5.5%-8.5%-5.7%
Q2 2019+6.7%+6.5%+4.2%
Q1 2019+0.6%+0.8%-1.3%
Q4 2018-1.2%-4.5%-7.8%
Q3 2018-0.9%+1.4%-1.0%
Q2 2018+5.5%+7.8%+7.4%
Q1 2018+3.0%+1.2%+0.3%
Q4 2017-1.7%-5.3%-5.1%
Q3 2017+2.2%+5.0%+3.1%
Q2 2017-2.6%-7.1%-0.3%
Q1 2017+3.8%+6.1%+12.8%
Q4 2016-1.7%
Q3 2016+1.4%
Q2 2016-1.3%
Q1 2016+9.4%
Q4 2015-7.6%
Q3 2015+3.1%
Q2 2015-0.4%
Q1 2015+1.1%
Q4 2014-3.0%
Q3 2014-4.6%
Q2 2014-0.6%
Q1 2014-1.3%
Q4 2013+2.7%
Q1 2013+2.7%
Q2 2013+2.7%
Q3 2013+2.7%
Q3 2012+2.0%
Q2 2012+2.0%
Q1 2012+2.0%
Q4 2012+2.0%
Q2 2009+1.7%
Q2 2010+1.7%
Q1 2009+1.7%
Q4 2011+1.7%
Q1 2010+1.7%
Q4 2008+1.7%
Q1 2011+1.7%
Q3 2009+1.7%
Q3 2011+1.7%
Q2 2011+1.7%
Q3 2010+1.7%
Q4 2009-0.2%
Q4 2010-0.2%

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