Toyota vs Honda
Explore a detailed stock comparison between Toyota Motor Corporation and Honda Motor Co., Ltd. This page provides an in-depth look at their respective business models, financial performance, and the broader market context shaping their automotive and investment landscapes. Gain insights into two of the world's leading car manufacturers from a stock perspective. Educational content, not financial advice.
Explore a detailed stock comparison between Toyota Motor Corporation and Honda Motor Co., Ltd. This page provides an in-depth look at their respective business models, financial performance, and the b...
Why It's Moving
TM Stock Warning: Analysts Flag -11% Downside Risk Amid Mixed Earnings and 'Hold' Consensus
- EPS crushed estimates at $6.26 versus $4.35 expected, showcasing robust profitability that buoyed shares to $247.65 peak.
- Revenue fell short at $76.37B against $82B forecasts, raising flags on sales momentum in a competitive auto market.
- Consensus 'Hold' from analysts (3 Buy, 2 Hold, 1 Sell) implies downside pressure, tempering optimism around recent gains.
Honda Stock Tumbles as EV Strategy Overhaul Triggers Massive FY2026 Loss Forecast
- Canceled three planned U.S. EV models due to policy shifts like eliminated tax credits, booking up to 2,500 billion yen in strategy-related charges that erase expected profits.
- Revised FY2026 guidance shows operating profit swinging to a loss of 270-570 billion yen, marking Honda's first annual loss since going public, driven by EV write-downs and China market woes.
- Maintaining dividends while executives cut pay 25-30% and refocusing on hybrid vehicles, motorcycles, and financial services to bolster resilience amid EV setbacks.
TM Stock Warning: Analysts Flag -11% Downside Risk Amid Mixed Earnings and 'Hold' Consensus
- EPS crushed estimates at $6.26 versus $4.35 expected, showcasing robust profitability that buoyed shares to $247.65 peak.
- Revenue fell short at $76.37B against $82B forecasts, raising flags on sales momentum in a competitive auto market.
- Consensus 'Hold' from analysts (3 Buy, 2 Hold, 1 Sell) implies downside pressure, tempering optimism around recent gains.
Honda Stock Tumbles as EV Strategy Overhaul Triggers Massive FY2026 Loss Forecast
- Canceled three planned U.S. EV models due to policy shifts like eliminated tax credits, booking up to 2,500 billion yen in strategy-related charges that erase expected profits.
- Revised FY2026 guidance shows operating profit swinging to a loss of 270-570 billion yen, marking Honda's first annual loss since going public, driven by EV write-downs and China market woes.
- Maintaining dividends while executives cut pay 25-30% and refocusing on hybrid vehicles, motorcycles, and financial services to bolster resilience amid EV setbacks.
Investment Analysis
Toyota
TM
Pros
- Toyota exceeded analyst earnings expectations with statutory profit 43% above forecasts in recent interim results.
- Automotive operating income rose 39.1% in FY2026 first quarter due to improved financing margins in sales finance.
- Analysts maintain a consensus price target and forecast modest revenue growth in line with industry peers for 2026.
Considerations
- Statutory earnings per share expected to plunge 26% to JP¥262 in 2026 amid slowing revenue growth.
- FY2026 first quarter operating income declined 10.9% and net income fell 36.9% year-over-year.
- High debt-to-equity ratio exposes balance sheet to risks during economic downturns.
Honda
HMC
Pros
- Honda maintains strong hybrid vehicle sales momentum, supporting profitability amid EV transition.
- Diversified revenue from motorcycles and power equipment provides resilience against automotive cyclicality.
- Solid balance sheet enables sustained investment in electrification and advanced driver assistance technologies.
Considerations
- Intensifying competition in EVs pressures market share and requires accelerated R&D spending.
- Elevated exposure to China market heightens regulatory and demand volatility risks.
- Rising input costs and yen fluctuations challenge operating margins in core automotive segment.
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Toyota (TM) Next Earnings Date
Toyota Motor (TM)'s next earnings date is estimated for May 13-14, 2026, aligning with the company's historical mid-May reporting pattern for fiscal year-end results. This report will cover the Q4 fiscal 2026 period, ending March 31, 2026. Investors should monitor official company announcements for confirmation, as dates remain unconfirmed.
Honda (HMC) Next Earnings Date
Honda Motor Co. (HMC) is estimated to report its next earnings between May 11-14, 2026, with specific projections centering on May 12-13, 2026, based on historical patterns following the recent February 10, 2026 release. This announcement will cover the second fiscal quarter of 2026 (ending March 2026). Investors should monitor for official confirmation, as dates remain unannounced.
Toyota (TM) Next Earnings Date
Toyota Motor (TM)'s next earnings date is estimated for May 13-14, 2026, aligning with the company's historical mid-May reporting pattern for fiscal year-end results. This report will cover the Q4 fiscal 2026 period, ending March 31, 2026. Investors should monitor official company announcements for confirmation, as dates remain unconfirmed.
Honda (HMC) Next Earnings Date
Honda Motor Co. (HMC) is estimated to report its next earnings between May 11-14, 2026, with specific projections centering on May 12-13, 2026, based on historical patterns following the recent February 10, 2026 release. This announcement will cover the second fiscal quarter of 2026 (ending March 2026). Investors should monitor for official confirmation, as dates remain unannounced.
Which Baskets Do They Appear In?
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Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
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Explore BasketShifting Gears: Competitors Capitalize On Tariff Headwinds
Volkswagen has lowered its profit outlook after U.S. tariffs and restructuring costs caused a significant drop in earnings. This creates a potential opening for competing U.S. and Asian automakers to gain a competitive edge in the market.
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Explore BasketWhich Baskets Do They Appear In?
EV Stocks (Beyond China) After Berkshire BYD Exit
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Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
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Explore BasketShifting Gears: Competitors Capitalize On Tariff Headwinds
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Explore BasketAutomotive
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Explore BasketBuy TM or HMC in Nemo
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