Research analysts who have asked questions during HONDA MOTOR CO earnings calls.
I
Inajima
Bloomberg
4 questions for HMC
HG
Hans Greimel
Automotive News
3 questions for HMC
N
Nagae
TV Station (Unspecified)
3 questions for HMC
N
Narahashi
Yomiuri Newspapers
3 questions for HMC
N
Nishizono
NHK
3 questions for HMC
O
Okinaga
Nikkei Newspaper
3 questions for HMC
YY
Yoko Yamaguchi
Toyo Keizai Magazine
3 questions for HMC
Daniel
Craig-Hallum
2 questions for HMC
Also covers: ASUR, CTOS, EGAN
Daniel
Reuters
2 questions for HMC
O
Okinada
Linde plc
2 questions for HMC
N
Nagae
TV Tokyo
1 question for HMC
N
Nakamura
Yomiuri Paper Estimate
1 question for HMC
N
Nakamura
Yomiuri Shimbun
1 question for HMC
N
Narahashi
The Yomiuri Shimbun
1 question for HMC
N
Nishizono
NHK (Japan Broadcasting Corporation)
1 question for HMC
O
Okinaga
Nikkei Inc.
1 question for HMC
Y
Yokoyama
Tayo KSI
1 question for HMC
Y
Yokoyama
Toyo Keizai Inc.
1 question for HMC
YY
Yoko Yamaguchi
Toyo Keizai Inc.
1 question for HMC
Recent press releases and 8-K filings for HMC.
Honda to Acquire Ohio Battery Assets from LG Energy Solution JV
HMC
M&A
New Projects/Investments
Demand Weakening
- Honda is set to acquire approximately $2.9 billion of assets from its Ohio battery joint venture with LG Energy Solution, with the sale to a U.S. Honda unit expected to close by the end of February.
- The transaction, valued at about 4.2 trillion won in LGES filings, is intended to improve joint-venture operational efficiency and will not reduce LGES’s stake or dissolve the partnership.
- This acquisition signals Honda's strategic move to tighten control over EV supply amid a broader industry trend of cooling U.S. EV demand and retrenchment by other manufacturers.
- Production at the facility is anticipated to begin next year, with mass production planned for 2026.
8 days ago
Mythic Secures $125M Funding for Energy-Efficient AI APUs
HMC
New Projects/Investments
Product Launch
- Mythic has raised $125 million in an oversubscribed funding round led by DCVC, with participation from investors including Honda Motors and Lockheed Martin.
- The company's Analog Processing Units (APUs) are designed to be 100x more energy-efficient than industry-standard GPUs, aiming to solve the significant energy consumption issue in AI.
- Mythic's APUs target the data center, automotive, robotics, and defense industries, offering substantial benefits in energy efficiency, cost, and latency.
- Under new leadership, Mythic has undergone a complete reinvention of its architecture, roadmap, software, and strategy.
Dec 17, 2025, 2:00 PM
Honda Motor Co. to acquire additional stake in Astemo, making it a consolidated subsidiary
HMC
M&A
New Projects/Investments
- Honda Motor Co., Ltd. (HMC) has resolved to acquire an additional 21% equity interest in Astemo, Ltd. from Hitachi, Ltd., which will make Astemo a consolidated subsidiary.
- The acquisition involves 223,605 shares for a total acquisition price of 152.3 billion JPY.
- Following the transaction, Honda's shareholding in Astemo will increase from 40% to 61%, while Hitachi's will decrease from 40% to 19%, with JICC retaining 20%.
- The strategic purpose is to enhance Honda's software-defined vehicle (SDV) development capabilities and cost competitiveness, leading Astemo's transformation in the rapidly changing automotive industry.
- The share transfer agreement was signed on December 16, 2025, with execution anticipated during the first quarter of the fiscal year ending March 31, 2027.
Dec 16, 2025, 12:01 PM
Honda Motor Co., Ltd. Reports Q2 2026 Financial Results with Profit Decline and Revised EV Targets
HMC
Earnings
Guidance Update
Demand Weakening
- Honda Motor Co., Ltd. reported a 1.5% decrease in consolidated sales revenue to ¥10,632.6 billion and a 41.0% decrease in operating profit to ¥438.1 billion for the six months ended September 30, 2025, primarily due to negative foreign currency translation effects, EV market changes, and tariff impacts.
- The Automobile Business recorded an operating loss of ¥73.0 billion for the six months ended September 30, 2025, a decline of ¥331.0 billion from the prior year, largely due to the impact of changes in the electric vehicle (EV) market environment and tariff impacts.
- Honda has revised its global EV sales ratio target for 2030 to 20%, down from 30%, and recognized significant losses and expenses totaling ¥237,263 million (¥139,888 million in cost of sales, ¥8,130 million in selling, general and administrative expenses, and ¥89,245 million in research and development expenses) related to EV market changes and discontinued projects for the six months ended September 30, 2025.
- In contrast, the Motorcycle Business saw sales revenue increase by 6.1% to ¥1,920.7 billion and operating profit rise by 13.0% to ¥368.2 billion for the six months ended September 30, 2025.
- Cash and cash equivalents increased by ¥149.0 billion from March 31, 2025, to ¥4,677.8 billion as of September 30, 2025, with net cash provided by operating activities amounting to ¥365.8 billion.
Nov 17, 2025, 11:03 AM
Honda Cuts Profit Forecast and Scales Back EV Ambitions
HMC
Guidance Update
Demand Weakening
Profit Warning
- Honda Motor Co. cut its annual profit forecast by 21% to ¥550 billion ($3.6 billion) for the fiscal year ending March 2026, citing a semiconductor shortage and weakening demand in Asia.
- The company also reduced its global vehicle sales forecast to 3.34 million units and scaled back its electric vehicle (EV) target to 20% of global sales by 2030 from a previous 30%.
- Honda's automobile division posted an operating loss in the first half of the fiscal year, partly due to ¥224 billion in extraordinary EV-related expenses, with the semiconductor shortage expected to reduce operating profit by approximately ¥150 billion ($1 billion) this fiscal year.
Nov 7, 2025, 9:17 PM
Honda Motor Co., Ltd. Announces Fiscal First Half 2026 Results and Revised Full-Year Forecast
HMC
Earnings
Guidance Update
Demand Weakening
- Honda Motor Co., Ltd. reported a 1.5% decrease in sales revenue to ¥10,632,680 million and a 41.0% decrease in operating profit to ¥438,144 million for the fiscal first half ended September 30, 2025, compared to the prior year.
- Profit attributable to owners of the parent for the first half decreased by 37.0% to ¥311,829 million, with basic earnings per share at ¥76.30.
- The company revised its full-year forecast for the fiscal year ending March 31, 2026, projecting a 4.6% decrease in sales revenue to ¥20,700,000 million and a 54.7% decrease in operating profit to ¥550,000 million compared to the previous fiscal year.
- Honda recognized ¥237,263 million in losses and expenses in the Automobile business for the six months ended September 30, 2025, primarily due to a slowdown in the EV market, leading to a revised global EV sales ratio target for 2030 of 20% (down from 30%).
Nov 7, 2025, 11:02 AM
Honda Motor Company Reports Q2 2026 Financial Results and Revises Full-Year Forecast
HMC
Earnings
Guidance Update
Demand Weakening
- Operating profit for Honda Motor Company in Q2 FY26 was JPY 438.1 billion, a JPY 304.4 billion decrease compared to the same period last year, with half-year profit attributable to the owner of the parent at JPY 311.8 billion.
- Motorcycle operations achieved record high unit sales, operating profit, and operating margin for the first half of FY26, while automobile operations incurred a JPY 73 billion loss in Q2 due to tariffs and one-time EV-related expenses.
- The company revised its full-year FY26 operating profit forecast down to JPY 550 billion (a JPY 150 billion reduction from the previous forecast) and profit for the year to JPY 300 billion (a JPY 120 billion reduction). This revision is primarily due to anticipated declines in automobile unit sales from semiconductor shortages and weaker demand in China and ASEAN.
- The full-year dividend forecast for FY26 remains unchanged at 70 yen per share.
Nov 7, 2025, 8:00 AM
Honda Motor Co. Invests in Enedym Inc.
HMC
New Projects/Investments
- Honda Motor Co., Ltd. has made an investment in Enedym Inc. through its global open innovation program, Honda Xcelerator Ventures.
- Enedym Inc. specializes in switched reluctance motor (SRM) technology that does not require permanent magnets or rare earth metals, addressing the high cost and environmental challenges associated with current electric propulsion motors.
- The investment is intended to accelerate the development of Enedym's patented motor technology and facilitate the expansion of its operations.
- Honda's executive director, Manabu Ozawa, expressed high expectations for Enedym's potential, noting its ability to eliminate the use of rare earth materials in electric motors.
Oct 22, 2025, 9:35 AM
Honda Motor Co. Invests in Enedym Inc.
HMC
New Projects/Investments
- Honda Motor Co., Ltd. (Honda) has announced an investment in Enedym Inc., a technology company specializing in next-generation switched reluctance motors (SRM).
- Enedym's motor technology is significant because it does not require permanent magnets or rare earth metals, which are typically costly and environmentally impactful.
- This investment, facilitated through Honda's global open innovation program, Honda Xcelerator Ventures, is intended to accelerate the development of Enedym's patented motor technology and scale up its operations.
Oct 22, 2025, 9:35 AM
Honda Motor Co. Invests in Enedym Inc.
HMC
New Projects/Investments
- Honda Motor Co., Ltd. has made an investment in Enedym Inc., a technology company that develops next-generation switched reluctance motors (SRMs).
- Enedym's motor technology is significant because it does not require permanent magnets or rare earth metals, which are typically expensive and environmentally challenging.
- This investment, facilitated through Honda's global open innovation program, Honda Xcelerator Ventures, is intended to accelerate Enedym's motor technology development and ramp up its operations.
Oct 21, 2025, 12:00 PM
Quarterly earnings call transcripts for HONDA MOTOR CO.
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