Honda Motor Co., Ltd. (HMC) Q4 2026 Press Conference Call Transcript
Honda Motor Co., Ltd. (HMC) Q4 2026 Press Conference Call Transcript
Honda is killing its EVs — and any chance of competing in the future
I get it; it's not an easy time for a legacy automaker to be selling electric vehicles, what with incentives being gutted and Chinese automakers knocking at the door. But Honda is taking it to another level.
2 Vehicle Manufacturer Stocks to Watch: Honda and REV Group
Two vehicle manufacturer stocks sit at opposite ends of the story spectrum. One is a global automotive giant navigating a painful EV retreat while its motorcycles quietly carry the load.
Honda's $15.7 billion EV writedown is painful, but China challenges loom down the road
Honda's $15.7 billion writedown of its electric vehicle business is not just a painful reversal of its strategy for the U.S.; it also highlights more challenges to come from China, where it faces a widening technological gap.
Honda shares slide more than 5% as automaker faces first annual loss
Shares in Honda Motor fell more than 5% in Tokyo on Friday morning after the company flagged its first annual loss in almost 70 years as a listed company, hit by up to $15.7 billion in restructuring costs at its electric-vehicle business.
Honda takes a $15.7 billion hit as EV retreat continues to batter legacy automakers
Honda said it booked a charge of up to $15.7 billion as it retreats from some EV plans. The Japanese automaker joins other global legacy automakers announcing billion-dollar EV charges.
Honda Becomes Latest Automaker to Project Massive Hit in Pivot Away From EVs
Another auto giant is pivoting away from electric vehicles amid a number of changes in the U.S. market.
Honda scraps 3 EVs planned for the US, blaming tariffs and Chinese competition
Honda has canceled three electric vehicles it was developing for the U.S. market, blaming President Donald Trump's tariffs and rising competition from Chinese EV companies.
Honda Q3 Earnings Top Expectations, Revenues Decline Y/Y
HMC posts Q3 EPS beat, but revenues drop Y/Y, auto swings to loss, and FY26 outlook signals steep profit contraction.
Honda is reeling from Trump's tariffs, as latest report shows major blow to Japanese automaker
Honda reported Tuesday a 42% drop in profit for the nine months through December, compared to a year earlier, as U.S. President Donald Trump's tariffs hurt the Japanese automaker's earnings.Tokyo-based Honda Motor Co.'s profit over the three quarters totaled 465.4 billion yen ($3 billion), down from 805.2 billion yen.That marked the second straight year that profit declined during the period at Honda, the maker of the Accord sedan, Civic compact and Odyssey minivan.Sales for the three quarters dipped 2.2% to 15.98 trillion yen ($102.6 billion) from the previous year. Honda stuck to its full fiscal year profit forecast at 300 billion yen ($1.9 billion).The slowdown in electric vehicles in the U.S. market was one negative factor, according to Honda, while the relatively healthy performance in its motorcycle division worked as a plus.Honda lowered its global EV sales ratio projection for 2030 to 20% from its previous target of 30%.
Honda: Turning Bullish On Positive Developments (Rating Upgrade)
Honda Motor is upgraded from "Hold" to "Buy," following my evaluation of its latest corporate actions. HMC's acquisition of a majority interest in Astemo positions it to capitalize on the Software Defined Vehicle ("SDV") trend. The $3 billion of capital injected into its joint venture with LG Energy is expected to lower battery costs, supporting its 2026 U.S. sales target of 1.5 million vehicles.
Honda Previews 2026 US Sales Strategy, New Models Ahead
HMC previews a tougher 2026 but targets 1.5M U.S. sales, refreshed lineups, value trims and new Honda and Acura launches to stay competitive.
