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Overview

Transportation Equipment

HONDA MOTOR CO.,LTD.

Honda Motor Co., Ltd. is a global mobility company engaged in the development, manufacture, and sale of motorcycles, automobiles, power products, and marine products, as well as aviation and mobility services. The company serves a broad consumer and commercial customer base worldwide, with core strengths in internal combustion and electrified powertrains, advanced R&D capabilities, and a diversified product lineup spanning two-wheelers, four-wheelers, and power equipment. Honda also provides financial services to support vehicle sales and operates mobility service platforms including car-sharing and bike rental.

Market Cap

¥6,988B

US$44.6B

¥15,844B

US$101B

Stock¥1,795▼-0.08%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

13.5

LTM EV/EBIT

LTM PER

LTM PBR

0.6

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-8.7%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

MC → EV Bridge

AI Briefing

Honda: global mobility scale across motorcycles, autos, power products and financial/mobility services via 284 subsidiaries. FY26/3 revenue ¥21,797B but swung to an operating loss of ¥-414B (-1.9% margin), a sharp reversal from FY25/3's ¥1,213B profit. Fwd EBITDA guide of ¥1,953B vs LTM ¥1,176B signals market expects a turnaround, though execution risk looms large after the FY26/3 stumble.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

47%

53%

EquityD/E 1.14xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 42.8%

as of 2026-03-31 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

17.50%

Custody Bank of Japan, Ltd. (Trust Account)

7.08%

Moxley and Company LLC (Standing Proxy: MUFG Bank, Ltd.)

5.72%

Meiji Yasuda Life Insurance Company (Standing Proxy: Custody Bank of Japan, Ltd.)

3.55%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.50%

Nippon Life Insurance Company (Standing Proxy: The Master Trust Bank of Japan, Ltd.)

1.50%

JPMorgan Securities Japan Co., Ltd.

1.49%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.46%

Nomura Trust and Banking Co., Ltd. (Investment Trust Account)

1.06%

Custody Bank of Japan, Ltd. (Trust Account 4)

0.97%

Management

11 officers

Toshihiro MIBE

Director

Apr 1987 Joined Honda Apr 2014 Executive Officer Apr 2014 Head of Powertrain Business, Four-Wheel Business Division Apr 2014 General Manager, Powertrain Production Planning, Production Division, Four-Wheel Business Apr 2015 Head of Powertrain and Drive Systems Business, Four-Wheel Business Division Apr 2015 General Manager, Drive Systems Division, Production Division, Four-Wheel Business Apr 2016 Director, Senior Managing Executive Officer, Honda R&D Co., Ltd. Apr 2018 Managing Executive Officer, Honda Apr 2018 Executive Vice President, Honda R&D Co., Ltd. Apr 2019 Representative Director and President, Honda R&D Co., Ltd. Apr 2019 Responsible for Intellectual Property and Standardization, Honda Apr 2020 Senior Managing Executive Officer Apr 2020 Responsible for Manufacturing (R&D, Production, Purchasing, Quality, Parts, Service, Intellectual Property, Standardization, IT) Apr 2020 Risk Management Officer Jun 2020 Senior Managing Director Jun 2020 Director responsible for Manufacturing (R&D, Production, Purchasing, Quality, Parts, Service, Intellectual Property, Standardization, IT) Apr 2021 Representative Director and President Apr 2021 Chief Executive Officer (current) Jun 2021 Director, Representative Executive Officer and President (current) Jun 2021 Member, Nominating Committee Apr 2024 Chair of the Board Apr 2026 Chief Transformation Officer

1961-07-01

Noriya KAIHARA

Director

Apr 1984 Joined Honda Apr 2012 General Manager, Quality Assurance Division, Four-Wheel Business Apr 2013 Executive Officer Apr 2013 Responsible for Quality Jun 2013 Director, Executive Officer Apr 2014 General Manager, Customer Service Division Apr 2014 General Manager, Service Division, Four-Wheel Business Apr 2016 General Manager, Customer First Division Jun 2017 Executive Officer (retired as Director) Apr 2018 Managing Executive Officer Apr 2018 General Manager, Purchasing Division Apr 2020 General Manager, Business Management Division, Four-Wheel Business Apr 2021 General Manager, Customer First Division Apr 2021 Risk Management Officer Jun 2021 Executive Managing Officer Oct 2021 Managing Executive Officer Oct 2021 General Manager, North America Region Oct 2021 President and Chief Executive Officer, American Honda Motor Co., Inc. Apr 2023 Senior Executive Officer Jun 2023 Director, Senior Executive Officer Apr 2024 Director, Representative Executive Vice President (current) Apr 2024 Compliance & Privacy Officer (current) Apr 2025 Responsible for Corporate Culture Transformation (current) Apr 2026 Member, Compensation Committee

1961-08-04

Masato SHIKAMA

Director

Apr 2002 Joined Honda Apr 2022 General Manager, Advanced Safety and Intelligence Solutions Development Department, Software-Defined Mobility Development Division, Business Development Division Apr 2023 Executive Staff Apr 2023 General Manager, Software-Defined Mobility Development Division, BEV Development Center, Electric Business Development Division Apr 2026 Managing Executive Officer, Honda R&D Co., Ltd., responsible for SDV R&D Center Jun 2026 Executive Officer (current) Jun 2026 Chief Transformation Officer (current) Jun 2026 General Manager, Corporate Strategy Division (current) Jun 2026 General Manager, Safe Driving Promotion Division (current) Jun 2026 Director

1977-08-08

Asako SUZUKI

Full-time Audit and Supervisory Committee Member, Director

(i)a. See Directors section (i)a.

1964-01-28

Jiro MORISAWA

Full-time Audit and Supervisory Committee Member, Director

(i)a. See Directors section (i)a.

1967-02-24

Kunihiko SAKAI

Director, Nominating Committee Member and Audit and Supervisory Committee Member

(i)a. See Directors section (i)a.

1954-03-04

Fumiya KOKUBU

Director, Chair of the Board, Chair of the Nominating Committee, Member of the Compensation Committee

Apr 1975 Joined Marubeni Corporation Apr 2013 Representative Director and President, Marubeni Corporation Apr 2019 Chairman of the Board, Marubeni Corporation Jun 2019 Outside Director, Taisei Corporation (current) Jun 2020 Director, Honda (current) Jun 2021 Chair of the Nominating Committee (current) Jun 2021 Member, Compensation Committee (current) May 2022 Chairman, Japan Machinery Exporters' Association (current) May 2022 Chairman, Japan Foreign Trade Council, Inc. (retired May 2024) Apr 2025 Director and Honorary Adviser, Marubeni Corporation (retired Jun 2025) Jun 2025 Chairman, International University of Japan (current) Jun 2025 Honorary Adviser, Marubeni Corporation (current) Jun 2026 Chair of the Board, Honda

1952-10-06

Yoichiro OGAWA

Director, Audit and Supervisory Committee Member (Chair), Member of the Compensation Committee

(i)a. See Directors section (i)a.

1956-02-19

Kazuhiro HIGASHI

Director, Nominating Committee Member, Chair of the Compensation Committee

(i)a. See Directors section (i)a.

1957-04-25

Ryoko NAGATA

Director, Audit and Supervisory Committee Member

(i)a. See Directors section (i)a.

1963-07-14

Mika WAGATSUMA

Director, Nominating Committee Member, Compensation Committee Member

Apr 1987 Joined IBM Japan, Ltd. Aug 2017 Executive Officer, IBM Japan, Ltd. Aug 2017 Responsible for Cloud Application Innovation, Global Business Services Division, IBM Japan Oct 2022 Managing Executive Officer, IBM Japan (retired Mar 2024) Oct 2022 Responsible for Hybrid Cloud Services, IBM Consulting Division, IBM Japan Jun 2023 Responsible for Hybrid Cloud Platform, IBM Consulting Division, IBM Japan Jun 2024 Director, Honda (current) Jun 2024 Member, Nominating Committee (current) Jun 2024 Outside Director, Square Enix Holdings Co., Ltd. (current) Oct 2024 Senior Managing Executive Officer, ID Holdings Co., Ltd. (current) Jun 2026 Member, Compensation Committee

1964-06-08

Large Shareholding Reports

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

3.14%→2.60%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-05

Q1 Earnings Flash

FY ending Mar 2027

HONDA MOTOR CO.,LTD.

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HONDA MOTOR CO.,LTD.

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