Honda Motor Set to Release Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Source: seekingalpha
- Earnings Announcement: Honda Motor is set to announce its FY earnings results on May 14th before market open, with a consensus EPS estimate of -$1.57, indicating significant profitability challenges ahead.
- Revenue Decline: The expected revenue for the fiscal year is $135.37 billion, reflecting a staggering 99.4% year-over-year decline, which underscores the urgent need for Honda to reassess its sales strategies amid fierce global competition.
- Market Strategy Shift: Honda plans to exit the South Korean market to focus on its core strengths, a strategic move aimed at optimizing resource allocation and enhancing performance in other key markets.
- External Environment Impact: Reports suggest that foreign automakers may withdraw their cheapest cars from the U.S. market due to the USMCA, which could further affect Honda's market share and pricing strategies.
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Analyst Views on HMC
About HMC
Honda Motor Co Ltd is a Japan-based company principally engaged in the motorcycle business, the automobile business, the financial service business and the life creation business. The Company operates through four business segments. The Motorcycle segment is engaged in the research and development, production and sale of motorcycles, all-terrain vehicles (ATVs), side-by-side vehicles and related parts. The Automobile segment is engaged in the research and development, production and sale of automobiles and related parts. The Financial Service segment is engaged in the sales financing and leasing of its products. The Power Products and Other Business segment is engaged in the research and development, production and sale of power products and related parts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Shift: Honda plans to roll out 15 new hybrid models by early 2030, having canceled several EV models and delayed its autonomous driving ambitions, indicating a strategic retreat in the EV space to better leverage its existing strengths.
- Market Challenges and Adjustments: The company is discontinuing sales in South Korea, closing a plant in China, and revising its climate pledge from achieving combustion-free status by 2040 to aiming for carbon neutrality by 2050, reflecting its adaptability in facing market challenges.
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- Strategic Shift: The automaker plans to launch 15 new hybrid models by early 2030, canceling several EV models and delaying autonomous driving ambitions, reflecting a strategic retreat from the EV market and a renewed focus on hybrids.
- Market Challenges: Honda is discontinuing sales in South Korea and closing a plant in China, highlighting increasing market pressures and adjustments in its global operations to optimize performance.
- Long-Term Outlook: Despite a more than 13% decline in stock price over the past five years, the hybrid market is projected to reach $457 billion by 2030, growing at an annual rate of 11%, suggesting that Honda's strategic pivot could present new opportunities for long-term investors.
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