PSA Autos / New Mobility: Japanese Automakers – Earnings Recovery in FY26, but Not an Easy Ride
Tags: Toyota Motor (7203 JT), Honda Motor (7267 JT), Sony (6758 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Hino Motors (7205 JT), GM (GM US), Renault (RNO FP), Maruti Suzuki (MSIL IN)It has been a dismal fiscal year for Japanese OEMs given the slew of factors weighing on profits, yet the performance of the auto stocks have not fallen in tandem with the decline in earnings. Analyst Julie Boote reviews the auto companies' FY25 Q1~Q3 performance, assesses what to look for in the final quarter and looks at what is behind the earnings recovery expected in FY26. Not all will be able to deliver.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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