Honda hikes full-year outlook despite tariffs-driven 50% profit drop in Q1

Published 06/08/2025, 08:54
© Reuters.

Investing.com -- Honda (TYO:7267) (NYSE:HMC) reported a sharp decline in first-quarter net profit on Wednesday, as the impact of U.S. tariffs and one-off losses tied to electric vehicles weighed on performance. However, the automaker raised its full-year guidance, citing a reduced tariff burden and a weaker yen.

Net profit for the April–June quarter fell 50% from a year earlier to 196.67 billion yen ($1.33 billion), missing the 248.17 billion yen average estimate from analysts surveyed by LSEG.

Operating profit for the period came in at 244.2 billion yen ($1.66 billion), more than 20% below the consensus estimate of 311.7 billion yen. 

The automaker’s shares closed 1.5% higher in Tokyo ahead of the report. 

Honda said the U.S. tariff hike on auto imports—combining the existing 2.5% with a 25% levy introduced by President Trump in April—reduced its quarterly operating profit by approximately 125 billion yen.

Revenue for the quarter slipped 1.2% year-on-year to 5.34 trillion yen.

Despite the disappointing quarterly results, Honda revised its full-year outlook upward. The company now expects tariffs to weigh on operating profit by 450 billion yen, down from a prior estimate of 650 billion yen.

It also raised its operating profit forecast for the fiscal year to 700 billion yen from 500 billion yen.

For the year through March 2026, Honda projects revenue will fall 2.7% to 21.1 trillion yen, while net profit is expected to decline 50% to 420 billion yen. Previous guidance had forecast revenue of 20.3 trillion yen and net profit of 250 billion yen.

The company also adjusted its foreign exchange assumption to reflect a weaker yen.

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