Honda (HMC) reported earnings of 43 cents per share for second-quarter fiscal 2025, missing the Zacks Consensus Estimate of 86 cents. The bottom line also declined from the year-ago profit of $1.07 per share. Quarterly revenues totaled $36.24 billion, surpassing the Zacks Consensus Estimate of $35.6 billion as well as the year-ago period figure of $34.5 billion.Stay up-to-date with the quarterly releases: See Zacks Earnings Calendar.Segmental Highlights For the three-month period, which ended on Sept. 30, 2 ...

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财务数据和关键指标变化 - 第三季度营业利润达到1.0763万亿日元,同比增加3424亿日元,创历史新高 [15] - 归属于母公司所有者的利润为8696亿日元,同比增加2064亿日元 [15] 各条业务线数据和关键指标变化 - 摩托车业务前三季度销量下降,但在巴西和欧洲市场销量增加,创下历史最高营业利润和营业利润率 [7] - 汽车业务受到保修费用影响,但北美市场销量大幅增加,营业利润同比大幅增加 [7][15] - 金融服务业务营业利润为2048亿日元,动力产品及其他业务为-40亿日元 [22] 各个市场数据和关键指标变化 - 北美市场汽车销量增加,主要得益于混合动力车型的销售增长 [80][81] - 中国市场销量有所增加,但面临激烈的价格竞争 [98][99][130][131] - 泰国和印尼市场摩托车销量下滑,受经济放缓和贷款审查收紧影响 [119][120][121] - 越南市场摩托车出口业务面临严峻局势,经济低迷持续 [122][123] - 巴西、土耳其和欧洲市场摩托车销量和盈利能力提升 [119] 公司战略和发展方向及行业竞争 - 公司加快电动化转型,在CES发布全新电动概念车型 [11][14] - 公司与通用汽车合资成立燃料电池系统制造公司,开始生产空气燃料电池系统 [12] - 公司制定2030年电动摩托车销量目标为400万辆,并推出高端电动车型 [14] - 公司正与合资伙伴就中国产能调整进行沟通,以应对市场竞争 [98][99][130][131] 管理层对经营环境和未来前景的评论 - 尽管亚洲市场环境充满挑战,但得益于盈利能力的增强和有利的汇率影响,公司上调了全年业绩预期 [8][16] - 管理层认为,通过提升产品价值、降低原材料成本等措施,公司有望在2025年实现7%的营业利润率目标 [86][87][88] - 管理层表示,公司将继续推进电动化转型,并加强与合资伙伴的沟通,应对中国市场的激烈竞争 [98][99][130][131][147][148] 问答环节重要的提问和回答 问题1 **记者提问** 关于大发汽车认证造假问题,公司将如何应对? [36][37][38][39][40][41][42] **公司回应** 公司对大发汽车的具体情况并不了解,但会加强内部的认证测试流程,以防止此类问题发生 [39][40][41][42] 问题2 **记者提问** 关于本次地震对公司的影响,公司如何应对供应链中断的风险? [37][43][44][45][46][47] **公司回应** 公司正密切关注受灾地区供应商的恢复情况,采取各种措施应对生产中断,包括调整生产计划等 [43][44][45][46][47] 问题3 **记者提问** 公司为何决定回购自有股票? [56][57][58][59][60][61] **公司回应** 公司希望通过回购股票提高资本效率,应对当前较低的市盈率水平,并为未来的投资和发展做好准备 [56][57][58][59][60][61]

Honda Motor (HMC) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. ...

文章核心观点 - 本田汽车(Honda Motor)是第一家在美国生产摩托车的日本汽车制造商,正在加大向全电动车型转型的承诺,并计划在北美地区生产大部分电动车型 [1] - 作者是一名资深的汽车行业记者,拥有丰富的从业经验,并对全球汽车行业有深入的了解 [2] 行业概况 - 本田汽车正在加大向全电动车型转型的承诺,计划到2040年实现全电动车型 [1] - 本田汽车是第一家在美国生产摩托车的日本汽车制造商 [1] - 本田汽车计划在北美地区生产大部分电动车型 [1] 公司概况 - 作者是一名资深的汽车行业记者,拥有丰富的从业经验,并对全球汽车行业有深入的了解 [2] - 作者曾为《华尔街日报》、《纽约时报》、《底特律自由报》和彭博社撰稿 [2] - 作者是两本书籍的作者,被公认为是全球汽车行业的专家 [2]

文章核心观点 - 本文报道了本田汽车在北美地区召回78万辆车,原因是高压燃油泵可能出现开裂和泄漏的问题,这可能会增加火灾风险 [1][2] - 受召回影响的车型包括2023-2025年款的本田雅阁、CR-V混动和思域 [2] - 本田在美国召回72万辆车,在加拿大召回6.1万辆车 [2] - 本田将检查并更换有问题的高压燃油泵 [2] - 本田表示由于高压燃油泵芯存在缺陷,可能会导致泵内部出现裂缝,从而在行驶或怠速时出现燃油泄漏或燃油味 [2] - 本田已收到145起保修索赔,但没有收到任何伤害报告 [2] - 本田表示在9月确认了燃油泄漏和异味问题后,已停止了受影响车型的发货 [2]

These three high-yield dividend stocks offer attractive valuations and potential for long-term income growth. Dividend investing can create substantial passive income over time. A conservative example illustrates this potential: Investing $10,000 annually for 40 years in a stock yielding 3.1% with 2.5% annual dividend growth could generate $44,316 in yearly dividend income. This strategy could also build a portfolio worth over $1.4 million, assuming normal market conditions. Selecting the right dividend sto ...

Honda Motor Co., Ltd. (HMC) recently introduced new technologies for its upcoming Honda 0 Series, a fresh line of electric vehicles (EVs) set to launch globally in 2026. Built from scratch with a design philosophy called "Thin, Light, and Wise," the series aims to offer five key values through its EVs. The Honda 0 Series will have artistic designs, advanced driver assistance systems for enhanced safety and smart use of IoT technology. It also promises a fun driving experience and excellent energy efficiency ...

jetcityimage The automobile market is in a state of flux right now. The conversion of the market from combustion engines to a strong presence of electric vehicles is potentially changing a lot of things, and that could mean that a lot of the positions of different players in the market may shrink or grow as they make investments in the future of the industry. Today, I want to look at Honda Motor Co. (NYSE:HMC), one of the major Japanese makers of automobiles and motorcycles. The company has been showing up ...

报告公司投资评级 本报告给予本田（HMC）公司"推荐"评级。[42][43] 报告核心观点 1. 2024年Q2财报亮点: - 营收5.4万亿日元,同比增长16.9%,主要得益于全球摩托车销量增长和混动车型销售强劲 [10] - 营业利润创历史新高4847亿日元,同比增长22.9%,营业利润率达9.0% [11] - 归母净利3946亿日元,同比增长8.7% [11] - 自由现金流739亿日元,季度末净现金余额37443亿日元 [13] 2. 业务表现: - 摩托车销量增加至506.2万辆,主要得益于印度、印尼等亚洲市场的增长 [14] - 汽车销量86.9万辆,受中国市场销量下滑影响 [15] - 电力产品销量下降至82.2万台,受北美和欧洲销量下降影响 [15] 3. 2025财年全年指引: - 摩托车销量预计1,980万辆,与之前预测持平 [16] - 汽车销量预计390万辆,较之前预测下调22万辆 [16] - 营收预计20万亿日元,营业利润1.42万亿日元,归母净利1万亿日元 [17] 分组1 - 公司在印度和巴西等新兴市场的摩托车业务表现出色,销量和利润均创新高 [14] - 中国汽车市场竞争激烈,公司将汽车销量预测下调22万辆 [15][16] - 公司在电动车领域正在加大投入,包括在中国建设新的电动车工厂 [18] 分组2 - 公司对未来汇率波动保持谨慎态度,并有能力应对汇率变化的影响 [19][20][33] - 公司正在与供应商合作应对通胀压力,并在一定程度上承担了供应商的成本上升 [30][31][32] - 公司在美国市场的混动车型销售表现良好,未来将继续加大产能 [22]