Honda Motor Co. (NYSE: HMC) extends GAC Honda joint venture to 2038 in China

Q: What is the ownership structure and capital investment of GAC Honda for Honda (HMC)?

GAC Honda has total capital investment of 867,215,960 USD , with a capitalization ratio of 50% Guangzhou Automobile Group, 40% Honda Motor Co., Ltd., and 10% Honda Motor (China) Investment Co., Ltd., aligning control between the partners.

Q: How large is GAC Honda’s sales base mentioned for Honda (HMC)?

GAC Honda’s cumulative automobile sales exceed 11 million units . This figure reflects its role in developing China’s automobile industry and the scale of Honda’s long-term presence in the Chinese passenger vehicle market through this joint venture.

Q: Will the GAC Honda joint venture extension affect Honda (HMC) FY 2027 results?

Honda states that the joint venture term extension is not anticipated to have a material impact on its consolidated financial results for the fiscal year ending March 31, 2027 , indicating limited near-term financial effect from this agreement.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

6-K

Rhea-AI Filing Summary

Honda Motor Co., Ltd. announced that it and Guangzhou Automobile Group Co., Ltd. have signed an agreement to extend the joint venture term of GAC Honda Automobile Co., Ltd. through 2038. GAC Honda, an automobile production and sales joint venture in Guangzhou, was established in July 1998 and has cumulative sales of more than 11 million units in China.

The joint venture has capital investment of 867,215,960 USD, with a capitalization ratio of 50% for Guangzhou Automobile Group Co., Ltd., 40% for Honda Motor Co., Ltd., and 10% for Honda Motor (China) Investment Co., Ltd. Honda states that this transaction is not anticipated to have a material impact on its consolidated financial results for the fiscal year ending March 31, 2027.

Key Figures

GAC Honda joint venture term: through 2038 GAC Honda cumulative sales: more than 11 million units GAC Honda capital investment: 867,215,960 USD +4 more

7 metrics

GAC Honda joint venture term through 2038 Agreement extending GAC Honda Automobile Co., Ltd. joint venture term

GAC Honda cumulative sales more than 11 million units Cumulative automobile sales achieved in China

GAC Honda capital investment 867,215,960 USD Total capital investment of GAC Honda Automobile Co., Ltd.

Capitalization ratio - GAC Group 50% Ownership share of Guangzhou Automobile Group Co., Ltd.

Capitalization ratio - Honda Motor Co., Ltd. 40% Ownership share of Honda Motor Co., Ltd.

Capitalization ratio - Honda Motor (China) Investment Co., Ltd. 10% Ownership share of Honda Motor (China) Investment Co., Ltd.

Fiscal year-end referenced March 31, 2027 Fiscal year for which no material impact is anticipated

Key Terms

joint venture, capitalization ratio, cumulative sales, new energy vehicle (NEV)

4 terms

joint venture financial

"its automobile production and sales joint venture partner in China"

A joint venture is when two or more companies team up to work on a specific project or business idea, sharing both the risks and the rewards. It’s like friends starting a lemonade stand together—each contributes resources and they split the profits, making it easier to succeed than going alone.

capitalization ratio financial

"Capitalization ratio: 50% Guangzhou Automobile Group Co., Ltd."

cumulative sales financial

"As reflected in its cumulative sales of more than 11 million units"

new energy vehicle (NEV) technical

"Development District NEV Factory, a new energy vehicle (NEV) production factory"

A new energy vehicle (NEV) is a car that uses electricity or alternative fuels instead of relying solely on a gasoline engine, including battery-electric cars, plug-in hybrids, and hydrogen fuel-cell vehicles. For investors it signals exposure to shifting demand, government rules, battery and charging supply chains, and cost structures—think of it as buying into the transition from gasoline-powered phones to smartphones, where technology, regulation and infrastructure reshape winners and losers.

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Available on EDGAR 07/20/2026 - 06:03 AM Accepted by SEC EDGAR 07/20/2026 - 06:02 AM

FAQ

What did Honda Motor Co., Ltd. (HMC) announce about the GAC Honda joint venture?

Honda Motor Co., Ltd. announced that it and Guangzhou Automobile Group Co., Ltd. signed an agreement to extend the term of their GAC Honda Automobile Co., Ltd. joint venture in China through 2038, maintaining their longstanding automobile production and sales partnership.

Until what year is the GAC Honda joint venture extended for Honda (HMC)?

The joint venture term of GAC Honda Automobile Co., Ltd. has been extended through 2038. This agreement continues the cooperation between Honda and GAC Group in China’s automobile market, where GAC Honda has operated since 1998.

What is the ownership structure and capital investment of GAC Honda for Honda (HMC)?

GAC Honda has total capital investment of 867,215,960 USD, with a capitalization ratio of 50% Guangzhou Automobile Group, 40% Honda Motor Co., Ltd., and 10% Honda Motor (China) Investment Co., Ltd., aligning control between the partners.

How large is GAC Honda’s sales base mentioned for Honda (HMC)?

GAC Honda’s cumulative automobile sales exceed 11 million units. This figure reflects its role in developing China’s automobile industry and the scale of Honda’s long-term presence in the Chinese passenger vehicle market through this joint venture.

Will the GAC Honda joint venture extension affect Honda (HMC) FY 2027 results?

Honda states that the joint venture term extension is not anticipated to have a material impact on its consolidated financial results for the fiscal year ending March 31, 2027, indicating limited near-term financial effect from this agreement.

What role does GAC Honda play in Honda’s (HMC) China strategy?

GAC Honda, Honda’s first automobile production and sales joint venture in China, began operations in 1999 and now has cumulative sales above 11 million units. It remains a key platform for Honda’s products amid intensifying competition and electrification in China.

No.1-7628

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

FOR THE MONTH OF JULY 2026

COMMISSION FILE NUMBER: 1-07628

HONDA GIKEN KOGYO KABUSHIKI KAISHA

(Name of registrant)

HONDA MOTOR CO., LTD.

(Translation of registrant’s name into English)

2-3, Toranomon 2-chome, Minato-ku, Tokyo 105-8404, Japan

(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F ☒ Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

Contents

Exhibit 1:

Announcement Regarding the Signing of Agreement with GAC Group to Extend Term of GAC Honda Joint Venture

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

HONDA GIKEN KOGYO KABUSHIKI KAISHA

( HONDA MOTOR CO., LTD. )

/s/ Koji Ito

Koji Ito

General Manager

Finance Division

Honda Motor Co., Ltd.

Date: July 20, 2026

[Translation]

July 20, 2026

To Whom It May Concern:


Company Name:		Honda Motor Co., Ltd.
Representative:		Toshihiro Mibe
		Director, President and Representative Executive Officer
		(Securities Code: 7267 Prime Market, TSE)
Contact Person:		Sumihiro Takahashi
		Head of Accounting and Finance Unit
		(TEL: +81-3-3423-1111)

Announcement Regarding the Signing of Agreement

with GAC Group to Extend Term of GAC Honda Joint Venture

Honda Motors Co., Ltd. (“Honda”) today announced that Honda and its automobile production and sales joint venture partner in China, Guangzhou Automobile Group Co., Ltd., signed an agreement to extend the joint venture term of GAC Honda Automobile Co., Ltd. through 2038.

For details, please see the attached press release.

This transaction is not anticipated to have a material impact on Honda’s consolidated financial results for the fiscal year ending March 31, 2027.

- End -

LOGO

News Release

July 20, 2026

Honda Signs Agreement with GAC Group

to Extend Term of GAC Honda Joint Venture

BEIJING, China, July 20, 2026 – Honda Motor (China) Investment Co., Ltd. (HMCI), a wholly-owned Honda subsidiary in China, today announced that Honda and its automobile production and sales joint venture partner in China, Guangzhou Automobile Group Co., Ltd. (GAC Group), signed an agreement to extend the joint venture term of GAC Honda Automobile Co., Ltd. (GAC Honda) through 2038.

GAC Honda (originally named Guangzhou Honda Automobile Co., Ltd.) was established in July 1998 as the first Honda automobile production and sales joint venture in China and began automobile production in Guangzhou, Guangdong Province in March 1999. GAC Honda built a first-of-its-kind “four-in-one” automobile sales and service network^*1 in China that was well received by many customers. As reflected in its cumulative sales of more than 11 million units^*2, GAC Honda has contributed to the development and growth of the automobile industry in China.

Today, China has grown into the world’s largest automobile market in volume, where competition continues to intensify amid the rapid advancement of electrification and intelligent technologies. By fully leveraging the respective technologies and resources of Honda and GAC Group, and continuing to offer products that meet the diverse needs of customers, Honda will further strengthen its automobile business in China.

*1	Automobile sales and service network that integrates sales, service, parts supply, customer feedback, and management of customer feedback and information

*2	Honda internal count


Established:		July 1998

Head office location:		Guangzhou City, Guangdong Province, China

Capital investment:		867,215,960 USD

Capitalization ratio:		50% Guangzhou Automobile Group Co., Ltd. (GAC Group)

		40% Honda Motor Co., Ltd.

		10% Honda Motor (China) Investment Co., Ltd.

Representative:		Katsuhide Moriyama, President


1997		Honda signed a basic agreement on a passenger vehicle project in China

1998		Honda signed joint venture agreements to establish two joint ventures: Guangzhou Honda Automobile Co., Ltd. (Guangzhou Honda) and Dongfeng Honda Engine Co., Ltd.

1999		Production of Accord began at Guangzhou Honda plant in HuangPu District, Guangzhou

2003		Honda Automobile (China) Co., Ltd. was established as first Honda automobile production plant in China dedicated exclusively to exports

2006		Automobile production began at Guangzhou Honda plant in ZengCheng, Guangzhou

2007		Guangzhou Honda Automobile Research & Development Co., Ltd. was established as a R&D subsidiary of Guangzhou Honda

2009		Guangzhou Honda changed its name to GAC Honda Automobile Co., Ltd. (GAC Honda)

2015		GAC Honda Automobile Sales Co., Ltd. was established as a sales subsidiary of GAC Honda

2016		GAC Honda cumulative automobile sales reached 5 million-unit milestone

2020		GAC Honda absorbed its wholly owned subsidiary, Honda Automobile (China), Co., Ltd.

2023		GAC Honda cumulative automobile sales reached 10 million¥-unit milestone

2024		GAC Honda began operation of the Development District NEV Factory, a new energy vehicle (NEV) production factory

2025		GAC Honda made Dongfeng Honda Engine Co., Ltd. its wholly-owned subsidiary and renamed it GAC Honda Engine Co., Ltd.

Source: View Original Filing on SEC EDGAR