$HMC · HONDA MOTOR CO LTD
Honda filed its consolidated interim financial statements for the six months ended September 30, 2026. Sales revenue rose 13.2% to ¥12,037.7B, operating profit rose 48.1% to ¥648.7B, and profit attributable to owners of the parent rose 65.7% to ¥516.7B. Basic EPS rose to ¥132.75 from ¥76.30. Results were partially offset by EV-related losses, including ¥508.7B in provisions for supplier compensation tied to a reassessment of the electrification strategy.
- Sales revenue rose 13.2% to ¥12,037.7B for H1 FY2026.
- Operating profit rose 48.1% to ¥648.7B.
- Profit attributable to owners rose 65.7% to ¥516.7B.
- Basic EPS rose to ¥132.75 from ¥76.30.
- EV-related provisions included ¥508.7B in supplier-compensation losses.
Markets closed — no regular-session reaction yet; extended-hours last trade at $33.71, +1.08% vs regular close.
Strong profit growth is tempered by a large ¥508.7B EV-related supplier-compensation charge signaling strategic retreat on electrification.
Automobile segment swung to a ¥5.7B operating loss (improved ¥67.2B YoY) as EV-related losses and tariff impacts weighed on results.
EV-related losses include ¥508.7B in supplier-compensation provisions from reassessing the electrification strategy; additional provisions may arise as new recall evidence emerges.