Research analysts who have asked questions during HITACHI earnings calls.
KY
Kenji Yasui
UBS Securities
3 questions for HTHIY
Also covers: ATEYY, TOELY
MH
Mikio Hirakawa
Bank of America
3 questions for HTHIY
Also covers: ATEYY, SONY, TOELY
JA
Junya Ayada
JPMorgan Chase & Co.
2 questions for HTHIY
Also covers: SONY
MH
Mikio Hirakawa
BofA Securities
1 question for HTHIY
Also covers: ATEYY, SONY, TOELY
SF
Sho Fukuhara
Jefferies Securities
1 question for HTHIY
Y
Yumikaki
Toyo Keizai
1 question for HTHIY
Y
Yumikaki-san
Toyo Keizai
1 question for HTHIY
Recent press releases and 8-K filings for HTHIY.
HII Reports Strong Full Year 2025 Results and Provides 2026 Outlook
HTHIY
Earnings
Guidance Update
New Projects/Investments
- HII (HTHIY) reported strong full-year 2025 financial results, with revenue increasing 8.2% to $12.5 billion and diluted earnings per share growing 10.2% to $15.39.
- The company saw significant improvement in free cash flow, which rose to $800 million in 2025 from $40 million in 2024.
- Operationally, HII achieved ~14% shipbuilding throughput growth in 2025, delivered critical vessels, and invested over $400 million in capital improvements.
- For fiscal year 2026, HII provided guidance including shipbuilding revenue between $9.7 billion and $9.9 billion, and free cash flow between $500 million and $600 million.
2 days ago
Hitachi unveils expanded HMAX AI solutions at CES 2026
HTHIY
Product Launch
New Projects/Investments
- Hitachi launched HMAX by Hitachi at CES 2026, a suite of next-generation AI solutions designed to accelerate social innovation across various industries by applying AI to social infrastructure.
- The HMAX solution portfolio has expanded into three key categories: HMAX Mobility, HMAX Energy, and HMAX Industry, with plans to extend to critical areas like data centers and financial institutions.
- HMAX has already demonstrated significant results, including a 15% reduction in maintenance costs and energy consumption for HMAX Mobility in over 2,000 trains.
- The market for physical AI, which HMAX addresses, is projected to reach approximately $124.77 billion by 2030.
Jan 7, 2026, 8:09 PM
Hitachi Launches Expanded HMAX Solutions
HTHIY
Product Launch
New Projects/Investments
- Hitachi introduced HMAX by Hitachi at CES 2026, a suite of next-generation solutions that applies advanced AI to social infrastructure.
- HMAX solutions have expanded into three key categories: HMAX Mobility, HMAX Energy, and HMAX Industry, with plans to extend to data centers and financial institutions.
- These solutions leverage various AI technologies, including perception AI, generative AI, agentic AI, and physical AI, combined with Hitachi's deep domain knowledge and data from physical assets.
- HMAX has demonstrated tangible results, such as up to a 15% reduction in maintenance costs and 15% lower energy consumption in HMAX Mobility.
Jan 6, 2026, 10:30 AM
Hitachi Energy, Blackstone, and Shermco Form Strategic Partnership
HTHIY
M&A
New Projects/Investments
- Hitachi Energy has announced a strategic partnership with Blackstone Energy Transition Partners to expand and strengthen its Service business across North America.
- As part of this partnership, Hitachi Energy will acquire a stake in Shermco, a leading provider of comprehensive maintenance, repair, testing, commissioning, and design services in North America, recently acquired by private equity funds affiliated with Blackstone.
- The collaboration aims to expand service capacity and capabilities to deliver comprehensive lifecycle support for critical energy infrastructure, from power generation to data centers.
- Hitachi Energy is also making a broader $1 billion global investment to expand its Service footprint, launch new digital service solutions, and grow its workforce, including developing over 5,000 additional service experts worldwide.
Oct 29, 2025, 4:38 PM
Hitachi Energy to Expand Canadian Transformer Manufacturing Capacity
HTHIY
New Projects/Investments
Hiring
- Hitachi Energy announced an additional $270 million CAD ($195 million USD) investment to expand its large power transformer manufacturing facility near Montreal, Canada, building on an ongoing expansion announced in 2024.
- This investment is part of Hitachi Energy's $9 billion USD global investment program and is expected to nearly triple the Varennes site's annual production capacity.
- The expansion will create approximately 500 new jobs and aims to meet the fast-growing demand for large power transformers, reactors, and HVDC technology, critical for energy transition goals.
Sep 29, 2025, 3:08 PM
Hitachi Digital Services Launches HARC Agents for Enterprise AI
HTHIY
Product Launch
New Projects/Investments
- Hitachi Digital Services has launched HARC Agents, a new enterprise platform designed to optimize agentic AI, enabling companies to develop and deploy complex AI systems in 30% less time.
- The platform integrates four core AI services, including the newly introduced Agent Library, which contains over 200 pre-built AI agents, and an Agent Management System for unified control and observability.
- This initiative aims to make AI enterprise-ready and scalable, addressing the significant market growth in AI (projected $630 billion by 2028) while mitigating risks associated with the high cost and complexity that lead to project abandonment.
Sep 11, 2025, 6:25 AM
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