Honda Motor Co., Ltd. (HMC:NYSE) announced its consolidated financial results for the fiscal third quarter ended December 31, 2025.

Rhea-AI Summary

Honda Motor Co. (HMC) reported consolidated Q3 results for the quarter ended December 31, 2025. Operating profit was 591.5 billion yen and operating cash flows after R&D adjustment were 1,855.8 billion yen. The company kept fiscal 2026 forecasts unchanged: operating profit 550.0 billion yen and profit for the year 300.0 billion yen.

Management said tariff impacts were reduced from a -450 billion yen initial estimate to -310 billion yen. Motorcycle sales remain strong in India and Brazil; automobile volumes face competitive pressure. Honda will cancel 747,000,000 shares, effective February 27, 2026, leaving 4,533,000,000 shares outstanding.

Positive

• Operating profit of 591.5 billion yen in Q3
• Operating cash flows after R&D adjustment of 1,855.8 billion yen
• Tariff impact reduced from -450 billion yen to -310 billion yen
• Motorcycle sales strong in India and Brazil; record-high 21.3 million units forecast
• Planned cancellation of 747,000,000 shares reduces shares outstanding

Negative

• Fiscal year operating profit guidance unchanged at 550.0 billion yen
• Profit for the year guidance maintained at 300.0 billion yen
• Automobile profits decreased due to tariffs and one-time EV expenses
• Intensified Asian competition raised incentives and created demand uncertainty

Key Figures

Q3 operating profit: 591.5 billion yen Operating cash flows: 1,855.8 billion yen FY2026 operating profit forecast: 550.0 billion yen +5 more

8 metrics

Q3 operating profit 591.5 billion yen Fiscal third quarter ended December 31, 2025

Operating cash flows 1,855.8 billion yen Operating cash flows after R&D adjustment, Q3 FY2025

FY2026 operating profit forecast 550.0 billion yen Financial year ending March 31, 2026

FY2026 profit forecast 300.0 billion yen Profit for the year ending March 31, 2026

Tariff impact -310 billion yen Revised down from -450 billion yen in initial forecast

Motorcycle units forecast 21.3 million units Record-high FY2026 motorcycle sales forecast, unchanged

Automobile units forecast 3.34 million units FY2026 automobile sales forecast, unchanged

Shares to be cancelled 747,000,000 shares Common stock cancellation scheduled for February 27, 2026

Market Reality Check

Price: $31.21 Vol: Volume 1588403 is 1.34x t...

normal vol

$31.21 Last Close

Volume Volume 1588403 is 1.34x the 20-day average of 1181222, indicating elevated trading interest ahead of the earnings release. normal

Technical Price at 31.21 is trading above the 200-day MA of 30.97, while still 10.55% below the 52-week high and 27.08% above the 52-week low.

Peers on Argus

HMC fell 1.73% while key U.S. peers were mixed: F at -0.33%, GM at -0.96%, but S...

HMC fell 1.73% while key U.S. peers were mixed: F at -0.33%, GM at -0.96%, but STLA, LI, and RACE showed gains. The mixed tape suggests a stock-specific reaction to Honda’s earnings and capital actions rather than a broad auto-sector move.

Common Catalyst Earnings season in global autos, with Honda and Ford both reporting financial results and other peers issuing performance-focused updates.

Previous Earnings Reports

5 past events · Latest: Jun 18 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jun 18	Annual report filing	Neutral	+1.0%	Standard Form 20-F annual report filing providing full-year FY2025 disclosure.
May 13	Full-year earnings	Positive	-4.2%	FY2025 results with strong motorcycle performance and higher planned dividend.
Feb 13	Q3 FY2024 earnings	Positive	+1.3%	Q3 FY2024 profit strength, robust motorcycle sales, and maintained guidance.
Nov 06	H1 FY2024 earnings	Positive	-8.0%	First-half FY2024 profit growth and strong motorcycle volumes with steady outlook.
Aug 07	Q1 FY2024 earnings	Positive	+0.2%	Q1 FY2024 profit expansion driven by motorcycles and hybrid autos.

Pattern Detected

Recent earnings-related headlines show mixed share-price reactions, with an average move of -1.94% and several instances where positive operating results aligned with negative price responses.

Recent Company History

Over the past year, Honda has reported multiple earnings and regulatory milestones. Q1 FY2024 and first-half FY2024 results highlighted strong motorcycle performance and steady auto profits, yet share reactions were sometimes negative. FY2025 results showed record motorcycle metrics and a higher dividend, but the stock dropped 4.2%. Routine filings such as the FY2025 Form 20-F and Q3 FY2024 results saw relatively modest positive moves. Against this backdrop, the latest Q3 FY2025 earnings and large share cancellation continue a pattern of substantial operational updates paired with uneven market responses.

Historical Comparison

earnings

-1.9 %

Average Historical Move

Historical Analysis

In the past 12 months, Honda’s earnings-related headlines produced an average move of -1.94%. Today’s -1.73% pre-news slide is directionally consistent with that historical pattern of cautious reactions to results.

Typical Pattern

Earnings disclosures over FY2024–FY2025 trace Honda’s path from strong Q1 FY2024 performance through first-half and full-year FY2025 results and the subsequent annual report, showing recurring motorcycle strength, steady auto profitability, and active capital returns.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-06-20

Honda has an effective F-3ASR shelf registration dated 2025-06-20, with at least 2 recorded usages via prospectus supplements filed on 2025-06-25 and 2025-06-26. This structure allows the company to issue securities efficiently as needed, though no aggregate capacity or remaining size is specified in the provided data.

Market Pulse Summary

This announcement highlights Q3 FY2025 results with operating profit of 591.5 billion yen, strong mo...

Analysis

This announcement highlights Q3 FY2025 results with operating profit of 591.5 billion yen, strong motorcycle performance, and maintained full-year forecasts, alongside a planned cancellation of 747,000,000 shares. Historically, Honda’s earnings headlines have produced an average move of -1.94%, indicating measured market reactions. Investors may focus on tariff impacts, EV-related expenses, unit forecasts of 21.3 million motorcycles and 3.34 million autos, and the company’s ongoing capital-return strategy.

AI-generated analysis. Not financial advice.

TOKYO, Feb. 10, 2026 /PRNewswire/ -- Honda Motor Co., Ltd. today announced its consolidated financial results for the fiscal third quarter ended December 31, 2025.

Q3 Ended December 31, 2025 Financial Results

• Operating Profit 591.5 bil. yen
• In motorcycle business, sales remained solid, primarily due to India and Brazil.
• In automobile business, the impact of tariffs as well as one time expenses related to EVs resulted in a decrease in profits.
• Operating cash flows after R&D adjustment 1,855.8 bil. yen

FYE March 31, 2026 Financial Forecast

• Operating Profit 550.0 bil. yen / Profit for the year 300.0 bil. yen
• Due to a wide range of efforts, incl. collaboration with suppliers, tariff impact was reduced:
  - 450 billion yen (initial forecast) → - 310 billion yen
• Weaker yen had positive profit impact, but intensified competition in Asian auto markets led to higher incentives and uncertain business environment so previous forecast (Nov. 7) maintained.
• In motorcycle business, strong sales continue in India and Brazil, so previous record-high forecast of 21.3 million units unchanged.
• In automobile business, considering the uncertain business environment, the previous forecast of 3.34 million units unchanged.

Shareholder Returns

• Cancellation of the Company's Own Shares
  - Total number of shares to be cancelled : 747,000,000 shares (shares of common stock)
  - Scheduled date of cancellation : February 27, 2026
  -Total number of shares issued after the cancellation : 4,533,000,000 shares

Honda's financial results can be accessed from following web site address.
https://global.honda/en/investors/library/documents.html

 

View original content:https://www.prnewswire.com/news-releases/honda-motor-co-ltd-hmcnyse-announced-its-consolidated-financial-results-for-the-fiscal-third-quarter-ended-december-31-2025-302684602.html

SOURCE American Honda Motor Co., Inc.

FAQ

What were Honda (HMC) consolidated operating profit figures for Q3 ended December 31, 2025?

Honda reported Q3 operating profit of 591.5 billion yen. According to the company, this reflects consolidated results through December 31, 2025, including contributions from motorcycle and automobile operations.

How did tariffs affect Honda's results and forecasts for fiscal year ending March 31, 2026 (HMC)?

Tariff impact was improved from -450 billion yen to -310 billion yen. According to the company, collaboration with suppliers reduced the tariff headwind but the full-year forecast was maintained due to market uncertainty.

What share cancellation did Honda (HMC) announce and when will it take effect?

Honda will cancel 747,000,000 common shares, effective February 27, 2026. According to the company, shares outstanding after cancellation will be 4,533,000,000.

How did motorcycle and automobile businesses perform in Honda's Q3 2025 results (HMC)?

Motorcycle sales remained strong, led by India and Brazil; automobile profits fell. According to the company, motorcycles sustained solid demand while auto profits were hurt by tariffs and one-time EV expenses.

Why did Honda (HMC) keep its previous full-year forecast despite a weaker yen benefit?

Honda maintained prior guidance due to heightened competition and incentive spending in Asia. According to the company, a weaker yen helped profits but intensified market incentives created uncertainty, so forecasts were left unchanged.