Honda Motor Co., Ltd. (HMC:NYSE) announced its consolidated financial results for the fiscal third quarter ended December 31, 2025.
Honda Motor Co. (HMC) reported consolidated Q3 results for the quarter ended December 31, 2025.
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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
Details
News Market Reaction – HMC
On Feb 11, the first trading day after this news, HMC closed 3.81% above the previous close.
Data tracked by StockTitan Argus for the Feb 11 session.
Key Figures
- 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
Previous Earnings Reports
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Standard Form 20-F annual report filing providing full-year FY2025 disclosure.
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FY2025 results with strong motorcycle performance and higher planned dividend.
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Q3 FY2024 profit strength, robust motorcycle sales, and maintained guidance.
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First-half FY2024 profit growth and strong motorcycle volumes with steady outlook.
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Q1 FY2024 profit expansion driven by motorcycles and hybrid autos.
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Q3 Ended December 31, 2025 Financial Results
- Operating Profit 591.5 bil. yen
- In motorcycle business, sales remained solid, primarily due to
India andBrazil . - 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 andBrazil , 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.
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