Fiscal Third Quarter Ended December 31, 2025 Financial Results February 10, 2026 Summary Financial Results for Nine Months Ended Operating Profit 591.5 billion yen Motorcycle business Group Unit Sales: 16.44 million units Achieved record-high unit sales, operating profit, and operating margin for nine months ended December 31, 2025 Automobile business Group Unit Sales: 2.561 million units Operating profit: - 166.4 billion yen (Operating margin - 1.6%) incl. tariff impacts and one-time EV-related expenses (- ...

Core Viewpoint - Honda Motor reported a 61.4% decline in third-quarter operating profit, marking the fourth consecutive year-on-year decrease, attributed to U.S. import tariffs and shifts in the electric vehicle market environment [1] Financial Performance - The operating profit for the third quarter fell significantly, indicating ongoing challenges in profitability [1] - This decline represents a continuation of a trend, with four consecutive years of year-on-year profit decreases [1] Market Environment - The changes in the market environment for electric vehicles are impacting Honda's financial performance [1] - U.S. import tariffs are also contributing to the decline in operating profit [1]

Core Insights - Honda Powersports & Products has formed a partnership with 6666 Ranch, marking a significant collaboration between two iconic entities known for their commitment to hard work and durability [1][5][6] Partnership Details - The three-year partnership will see Honda providing powersports and power-equipment products to support daily operations at 6666 Ranch, including transportation, fence inspection, and cattle and horse operations [2] - Honda branding will be prominently displayed throughout the ranch, and the partnership will include collaborative events such as the Return to the Remuda Horse Sale and The Run for a Million [2] 6666 Ranch Overview - Established in 1870, 6666 Ranch is one of the most storied ranches in Texas, recognized for its quality beef production, land management, and breeding of American Quarter Horses [3][13] - The ranch spans 260,000 acres and manages thousands of cattle, employing skilled cowboys and sustainable livestock-management practices [4] Honda's Commitment - Honda emphasizes the reliability and durability of its products, aligning with the values of hard work and civic responsibility shared with 6666 Ranch [5][6] - Honda has a long history in the powersports industry, having started motorcycle sales in America in 1959 and offering a full range of products, including ATVs and side-by-sides [7] Additional Information - Honda Power Equipment offers a wide range of outdoor power-equipment products, including generators, lawn mowers, and marine outboard motors [9] - The partnership reflects a mutual respect for tradition and a commitment to excellence in both ranching and powersports [5][6]

PALO ALTO, Calif.--(BUSINESS WIRE)--Honda Motor Co., Ltd. and Mythic announce a joint development agreement in which Honda R&D Co. Ltd., the R&D subsidiary of Honda, will license Mythic's Analog Processing Unit (APU) technology and the companies will co-develop an automotive-grade AI SOC for deployment in Honda's next-generation software-defined vehicles (SDVs) by the late 2020s/early 2030s. In line with Honda's safety approach, Mythic's intelligent, ultra-efficient analog compute-in-me. ...

Core Insights - Honda and DriveOhio have completed a pilot project for a Proactive Roadway Maintenance System that utilizes real-time vehicle-generated data to detect and report road deficiencies, aiming to enhance roadway safety and maintenance efficiency [1][2] Group 1: Project Overview - The pilot project was conducted in collaboration with i-Probe Inc., Parsons Corporation, and the University of Cincinnati, focusing on automated road condition management to optimize maintenance and reduce costs [1] - The system achieved high accuracy rates: 99% for damaged or obstructed signs, 93% for damaged guardrails, and an average of 89% for potholes [1] - The project monitored approximately 3,000 miles of roads in central and southeastern Ohio under various real-world conditions [1] Group 2: System Functionality - The Proactive Roadway Maintenance System detects various road conditions, including potholes, faded lane markings, road roughness, and damaged infrastructure [1] - Data collected by the vehicles is processed using Edge AI models and integrated into the Parsons iNET® Asset Guardian system, allowing for real-time insights and automated work order generation [1] - The system reduces the need for manual inspections, enhancing safety for maintenance crews and minimizing their exposure to traffic hazards [1] Group 3: Financial Implications - The automated detection system could save the Ohio Department of Transportation (ODOT) over $4.5 million annually by reducing manual inspection time and optimizing maintenance schedules [1] Group 4: Future Directions - The next phase of testing aims to scale the Proactive Roadway Maintenance System for real-world operations, with a focus on empowering drivers to contribute to roadway safety through anonymized data sharing [2] - The project exemplifies a successful collaboration among public, private, and academic sectors, highlighting the potential of vehicle sensor data for proactive asset management [2]

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The investment strategy involves identifying deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - The strategy also includes investing in wide moat stocks, which are characterized by strong earnings power at a discount, including high-quality businesses and hidden champions [1] Group 2: Research Service - Asia Value & Moat Stocks is a research service designed for value investors seeking investment opportunities in Asia-listed stocks [1] - The service provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]

Core Insights - American Honda projects U.S. vehicle sales of approximately 1.5 million in 2026, reflecting a 4% increase year over year [2][8] - The company has redesigned or refreshed nearly its entire Honda and Acura portfolio over the past 18 months, positioning itself with a competitive model lineup [1] Sales Outlook - The automotive industry is expected to face a challenging competitive environment, with a projected seasonally adjusted annual rate between 15 million and 16 million units [2] - Honda anticipates moderate sales growth for both brands, with Honda exceeding 1.35 million units and Acura targeting around 135,000 units [2] Production Strategy - To address affordability concerns and rising vehicle prices, Honda plans to increase production of value-focused trims for core models like the CR-V, Civic, and Accord, as well as entry-level Acura models [3][8] Product Development - Acura will launch the RSX electrified SUV in the second half of 2026, alongside updates for the Integra Type S and enhancements for the MDX [4][8] - Honda is rolling out the refreshed 2026 Pilot, which includes a larger touchscreen, improved steering, and enhanced safety technology [5] Market Position - Honda operates with below-average inventory levels as it navigates supply chain challenges that arose late last year [2]

Group 1 - The event "Anzie Blue New Year's Eve Live" was a collaboration between indie music venue Anzie Blue and Honda Powersports, showcasing the vibrant music culture of Nashville [1] - This inaugural musical event featured a diverse lineup of performances and was livestreamed for six hours on CNN.com, with select acts broadcast live on CNN [1] - The event was hosted by CNN anchor Lynda Kinkade, highlighting its significance in the context of New Year's Eve celebrations globally [1]

Sales Performance - Honda Motor Co., Ltd. recorded U.S. sales of 1,430,577 vehicles in 2025, marking a 0.5% increase year over year and the strongest performance since 2021 [1] - The Honda brand delivered 1,297,144 vehicles in 2025, up 0.4% from the prior year, with record results in light trucks exceeding 900,000 units and electrified vehicles surpassing 400,000 units [2] - Acura brand reported 2025 sales of 133,433 units, up nearly 1% year over year, driven by strong demand for entry models and SUVs [3] Monthly Sales Insights - December sales totaled 118,659 units, down 12.5% year over year, with Honda brand sales declining 12.9% and Acura brand sales falling 8.9% [1] - December CR-V sales reached 35,150 units, with hybrid variants accounting for 54% of sales [2] - Acura's December sales came in at 11,843 units, the brand's best monthly result since May [3] Model Performance - The CR-V posted more than 400,000 units sold for a second consecutive year [2] - Acura's annual growth was fueled by the performance of gateway models ADX and Integra, along with a nearly 5% year-over-year increase in SUV sales [4] - The all-new ADX premium gateway crossover exceeded 20,000 units in its first year after launching in March [4] Market Context - The modest growth in sales occurred despite shifting market dynamics and an ongoing microchip shortage affecting inventory levels [1] - Honda's performance reflects resilience in the face of supply constraints, with significant milestones achieved in both light trucks and electrified vehicles [7]

Core Viewpoint - Sony Honda Mobility introduced a new prototype electric vehicle at the CES trade show in Las Vegas, highlighting its commitment to the EV market despite a general slowdown among U.S. automakers in electric vehicle production [1] Group 1: Company Developments - Sony Honda Mobility's new prototype electric vehicle was unveiled at a major technology trade show, indicating the company's active participation in the EV sector [1] - The introduction of the prototype comes at a time when many U.S. automakers are reducing their focus on electric vehicles, suggesting a potential competitive advantage for Sony Honda Mobility [1] Group 2: Industry Context - The unveiling of the prototype occurs amidst a broader trend where most U.S. automakers are hitting the brakes on electric vehicle initiatives, reflecting challenges in the industry [1] - This situation may create opportunities for companies like Sony Honda Mobility to capture market share in the EV space as competitors scale back [1]