Stock Markets March 12, 2026

Honda Cuts FY2025/26 Forecast, Flags Up to ¥2.5 Trillion Hit From EV Strategy Shift

Automaker revises profit outlook to a multiyear loss as it cancels some U.S.-built EV launches amid a North American market slowdown

By Leila Farooq
Honda Cuts FY2025/26 Forecast, Flags Up to ¥2.5 Trillion Hit From EV Strategy Shift

Honda Motor has revised its earnings outlook for the financial year ending this month from a forecasted ¥300 billion profit to a loss in the range of ¥420 billion to ¥690 billion, citing a review of its electrification strategy and a slowdown in the North American EV market. The company said it is cancelling development and launches of certain U.S.-made electric models and anticipates up to ¥2.5 trillion in expenses and losses spread over multiple financial years.

Key Points

  • Honda lowered its FY2025/26 forecast from a previously expected profit of 300 billion yen to a loss between 420 billion and 690 billion yen.
  • The automaker is cancelling development and launches of certain U.S.-built electric models, citing a slowdown in the North American EV market.
  • Honda expects up to 2.5 trillion yen in expenses and losses to be incurred across multiple financial years as a result of the EV strategy reassessment.

Honda Motor said on Thursday it has downgraded its earnings projection for the financial year that ends this month, forecasting a loss between 420 billion yen and 690 billion yen - equivalent to about $2.6 billion to $4.3 billion using the exchange rate it provided. The revision follows an internal reassessment of the company's approach to electric vehicles.

Previously, Honda had anticipated a profit of 300 billion yen for the fiscal year now concluding. The updated outlook reflects the decision to cancel development and market launches of certain electric models that were to be produced in the United States.

Honda attributed the cancellation of some U.S.-made EV projects to a "slowdown of the EV market in North America," and said the strategic shift will result in substantial costs. Management set an upper estimate of 2.5 trillion yen in expenses and losses that could be incurred over multiple financial years as the company adjusts its electrification plans.

The automaker said it will hold a press conference at 07:30 GMT to discuss the revisions. The company also supplied the dollar-yen conversion rate used in its announcement: $1 equals 159.0400 yen.


Context and scale

The change in outlook moves Honda from a previously stated profit position into a multi-hundred-billion-yen loss for the fiscal year ending this month. Management has signalled the adjustment reflects both strategic recalibration of its EV roadmap and a response to weaker-than-expected demand conditions in North America for electric vehicles.

Honda warned that the financial consequences of the shift are not confined to a single year, instead spanning multiple fiscal periods with potential charges and losses up to the 2.5 trillion yen figure cited.


What the company will address next

  • Honda will elaborate on the reassessment and its financial implications at a scheduled press conference at 07:30 GMT.
  • The company has cancelled some U.S.-produced EV developments and launches as part of the strategic pause.
  • Management quantified expected multi-year expenses and losses up to 2.5 trillion yen related to the strategy change.

All figures cited above were provided by the company in its announcement.

Risks

  • The slowdown in the electric-vehicle market in North America could continue to reduce demand and depress revenues for automakers and suppliers tied to U.S.-built EV projects - impacting the automotive sector and related parts suppliers.
  • Honda faces multi-year financial exposure, with estimated charges and losses up to 2.5 trillion yen spread over several fiscal periods - creating uncertainty for the company's future earnings and capital allocation.
  • Cancellation of planned U.S. EV launches may disrupt product roadmaps and supply-chain plans, presenting execution and market-entry risks for Honda and partners involved in those projects.

More from Stock Markets

UK markets slip as oil tops $100; pound eases below $1.34 amid Middle East tensions Mar 12, 2026 Jakarta stocks slip as infrastructure, financial and agriculture names weigh on market Mar 12, 2026 European equities slip as oil spike revives inflation worries Mar 12, 2026 European Equities Open Lower as Oil Prices Spike on Shipping Disruptions Near Iran Mar 12, 2026 UBS, Whistleblower Reach Preliminary Settlement After Years-Long Legal Fight Mar 12, 2026