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
News Market Reaction – HMC
In the Feb 11 session, HMC gained 3.81%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous Earnings Reports
| Date | Event | Sentiment | 24h 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. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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.