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Fiscal First Quarter Ended June 30 , 2026 Financial Results August 5 , 2026 HONDA The Power of Dreams How we move you . CREATE ་ TRANSCEND , AUGMENT
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2 22 Operating status of our major production sites following the 2026 Kumamoto Earthquake As of August 5, 2026 Factory Business Operating status Production Suspension Days Schedule Kumamoto Factory Motorcycle • Production suspended from the evening of July 28 through August 7 (Operations resumed on August 5 (today) in certain processes where recovery has been completed) 9 days Monitor developments and determine actions Saitama Factory Automobile Production suspended • from August 5 through August 7 • from August 17 through August 19 6 days Suzuka Factory (Honda Auto Body Co., Ltd. is included) Automobile Production suspended • from August 6 through August 7 • from August 17 through August 19 5 days * originally no operation plans from August 8 through August 16 due to the summer holiday period
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3 33 Summary Fiscal Q1 Ended June 30, 2026 Financial Results Fiscal Year Ending March 31, 2027 Financial Forecast Financial Foundation / Shareholder Return Cash Flows of Non-Financial Services Businesses 3.3 trillion yen at the end of Q1 Shareholder Return We will strive to achieve dividends with a target of DOE 3.0% to provide a more stable and continuous return. DPS 70 yen Operating Profit Forecast Losses resulting from the review of our automobile electrification strategy - 500.0 billion yen - 520.0 billion yen (Reflecting the change in exchange rate assumption) Uncertainty surrounding the situation in the Middle East makes it necessary to carefully assess risks related to sales volume, material costs and other factors. Only exchange rate assumptions were revised from the previous forecast (May 14). Exchange rate assumption 155 yen per USD Motorcycle Business Record-high quarterly operating profit and operating margin were achieved, driven by strong global sales, particularly in India and Brazil. Automobile Business Struggle in China, but sales volume increased mainly in in North America, resulting in operating margin 192.1 billion yen and an operating margin of 5.0%. 2.4 2.7 3.7 3.2 3.3 3.3 2.5 2.4 2.6 2.1 2.2 2.0 22年3月期 23年3月期 24年3月期 25年3月期 26年3月期 27年３月期 第1四半期末 月商（ヵ月） 530.7 billion yenOperating Profit (YoY + 117.4%) 450.9 billion yen Profit for the period attributable to owners of the parent (YoY + 129.3%) Previous forecast Revised Forecast 500.0 billion yen 650.0 billion yen (Adjusted Operating Profit 1,000.0 billion yen) (Adjusted Operating Profit 1,170.0 billion yen) (YoY + 1,064.3 billion yen) Historical Dividend per share (Yen) (trillion Yen) 【Business Segment】 Group Unit Sales (thousand) Operating Profit （billion yen） Operating Margin Motorcycle Business 5,663 233.9 20.5% Automobile Business 786 192.1 5.0% Financial Services Business ー 105.8 10.3% Power Products and Other Businesses 752 - 1.1 - 1.2% (10 yen weaker than the previous forecast) (No change has been made from the previous forecast） (Equivalent to 2.0 months' sales) monthly sales (month) FYE Mar-22 FYE Mar-23 FYE Mar-24 FYE Mar-25 FYE Mar-26 FYE Mar-27 Q1
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Fiscal First Quarter Ended June 30, 2026 Financial Results
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5 55 Three Months Ended June 30, 2026: Honda Unit Sales Motorcycles Automobiles Power Products Honda Group Unit Sales Three Months Ended June 30 Three Months Ended June 30 Three Months Ended June 30 2025 2026 Change 2025 2026 Change 2025 2026 Change Japan 59 38 - 21 124 139 + 15 62 62 - 0 North America 142 139 - 3 457 461 + 4 232 194 - 38 Europe 122 117 - 5 17 17 - 0 179 151 - 28 Asia 4,284 4,753 + 469 202 127 - 75 279 274 - 5 Other Regions 536 616 + 80 39 42 + 3 76 71 - 5 Total 5,143 5,663 + 520 839 786 - 53 828 752 - 76 Change (%) + 10.1% - 6.3% - 9.2% * - 74 in China are included. Consolidated Unit Sales 3,465 3,774 + 309 685 708 + 23 828 752 - 76 Unit (thousand) *
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6 66 Fiscal First Quarter Ended June 30, 2026: Consolidated Financial Results *1 Please refer to Appendix, page 29, for details on EV-related losses and adjusted profit. *2 + weak yen / - strong yen Yen (billion) Three Months Ended June 30 2025 2026 Amount Change Sales revenue 5,340.2 6,061.5 + 721.2 + 13.5% Operating profit 244.1 530.7 + 286.5 + 117.4% Operating margin 4.6% 8.8% + 4.2pt Share of profit (loss) of investments accounted for using the equity method 4.2 22.6 + 18.4 + 437.5% Profit before income taxes 292.3 605.0 + 312.6 + 107.0% Profit for the period attributable to owners of the parent 196.6 450.9 + 254.2 + 129.3% Earnings per share attributable to owners of the parent (Yen) 46 115 + 69 EV-related losses*1 - 122.0 ― + 122.0 ― Adjusted operating profit*1 366.1 530.7 + 164.5 + 44.9% Adjusted operating margin 6.9% 8.8% + 1.9pt Market average rate (Yen) U.S. Dollar 145 159 + 14 ① ① - ② ② *2
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7 77 Three Months Ended June 30, 2026: Change in Operating Profit - 3.3 + 6.7 - 1.7 + 90.8 + 78.1 - 6.1366.1 Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 EV-related losses Operating profit Operating Margin 6.9% Operating Margin 8.8% *1 Sales impacts *2 Price/Cost impacts *3 Expenses *4 Foreign currency effects Sales volume, model mix Incentive Finance Other + 38.5 - 29.0 + 7.9 - 23.5 Price revision Cost reduction, etc. + 51.9 - 55.2 Warranty Finance Other + 1.0 + 0.7 + 5.0 JPY / USD USD / Others (BRL, CAD, MXN) JPY / Asian currencies (INR, THB, VND, CNY, IDR) Other + 43.0 + 11.0 + 7.5 + 29.3 530.7 Adjusted Operating Profit + 286.5 - 122.0 244.1 ― 530.7 Yen (billion) Operating Profit ( )+ 164.5 + 44.9％ Sales impacts*1 R&DExpenses*3 Foreign currency effects*4 Price/Cost impacts*2 Tariff impacts
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8 88 upper: Three Months Ended June 30, 2026 Motorcycle Business Automobile Business Financial Services Business Power Products and Other Businesseslower: Three Months Ended June 30, 2025 Unit (thousand) Honda Group Unit Sales (Consolidated Unit Sales) 5,663 786 ― 752 (3,774) (708) ― (752) 5,143 839 ― 828 (3,465) (685) ― (828) Sales Revenue 1,141.1 3,879.1 1,027.0 94.4 951.5 3,543.9 832.6 92.8 Operating Profit 233.9 192.1 105.8 - 1.1 189.0 - 29.6 85.0 - 0.2 Operating Margin 20.5% 5.0% 10.3% - 1.2% 19.9% - 0.8% 10.2% - 0.2% Adjusted Operating Profit 233.9 192.1 105.8 - 1.1 189.0 92.3 85.0 - 0.2 Adjusted Operating Margin 20.5% 5.0% 10.3% - 1.2% 19.9% 2.6% 10.2% - 0.2% - 8.6* - 8.3* In the financial services business, Honda mainly provides retail lending and leasing to customers to support the sale of its automobile products. Three Months Ended June 30, 2026: Sales Revenue/Operating Profit (Margin) by Business Segment Yen (billion) * Operating profit from aircraft and aircraft engines included in above Yen (billion)
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9 99 Three Months Ended June 30, 2026: Change in Operating Profit for Motorcycle Business 189.0 + 20.6 + 1.5 - 2.0 + 28.5 233.9 Operating Margin 19.9% Operating Margin 20.5% Operating Profit ( )+ 44.9 + 23.8 ％ Operating profit increased mainly due to higher sales volume in India and Brazil, achieving record-high quarterly operating profit and operating margin. Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 - 1.6 Yen (billion) - 2.1 Sales impacts*1 R&DExpenses*3 Foreign currency effects Price/Cost impacts*2 Tariff impacts *1 Sales impacts *2 Price/Cost impacts *3 Expenses Sales volume, model mix Incentive Other + 20.3 + 0.9 - 0.6 Price revision Cost reduction, etc. + 13.4 - 15.5 Warranty Other + 2.8 - 1.3
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10 1010 Three Months Ended June 30, 2026: Change in Operating Profit for Automobile Business Despite factors including the impact of rising material costs, operating profit increased mainly due to higher sales volume, favorable foreign exchange effects and tariff impacts. - 1.9 + 5.6 + 0.8 + 52.2 + 81.6 - 38.692.3 Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 Operating Margin 2.6% Operating Margin 5.0% 192.1 Operating Profit ( )+ 99.7 + 108.0％ - 122.0 - 29.6 ― 192.1+ 221.7 Yen (billion) Sales impacts*1 R&DExpenses*3 Foreign currency effectsPrice/Cost impacts*2 Tariff impacts EV-related losses Operating profit Adjusted Operating Profit *1 Sales impacts *2 Price/Cost impacts *3 Expenses Sales volume, model mix Incentive Other + 16.3 - 28.8 - 26.1 Price revision Cost reduction, etc. + 38.0 - 39.9 Warranty Other - 2.0 + 7.6
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11 1111 Yen (billion) Three Months Ended June 30, 2025 Three Months Ended June 30, 2026 Cash flows from operating activities + 390.0 + 529.1 Cash flows from investing activities - 95.9 - 400.8 Free cash flow + 294.0 + 128.3 Cash flows from financing activities - 568.4 + 119.0 Effects of exchange rate changes - 49.5 + 79.1 Net change of cash and cash equivalents - 323.9 + 326.5 Cash & cash equivalents at end of period 3,537.8 4,941.6 Cash and cash equivalents included in assets held for sale ― 51.6 Cash & cash equivalents at end of period 3,537.8 4,890.0 Net cash at end of period 2,907.9 3,331.8 Operating cash flows after R&D adjustment* + 583.0 + 737.1 Cash Flows of Non-Financial Services Businesses (Excluding cash and cash equivalents included in assets held for sale) (Excluding cash and cash equivalents included in assets held for sale) * Cash Flows from operating activities (CFO) excluding R&D expenses (CFO of non -financial services businesses + R&D expenditures – amount transferred to development assets)
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Fiscal Year Ending March 31, 2027 Financial Forecast
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13 1313 Forecast for FYE March 31, 2027: Honda Unit Sales Consolidated Unit Sales 15,190 15,190 ― 2,820 2,820 ― 3,650 3,650 ― Motorcycles Automobiles Power Products Honda Group Unit Sales FYE March 31, 2027 Previous Forecast FYE March 31, 2027 Revised Forecast Change FYE March 31, 2027 Previous Forecast FYE March 31, 2027 Revised Forecast Change FYE March 31, 2027 Previous Forecast FYE March 31, 2027 Revised Forecast Change Japan 160 160 ― 600 600 ― 275 275 ― North America 610 610 ― 1,705 1,705 ― 955 955 ― Europe 440 440 ― 95 95 ― 715 715 ― Asia 19,220 19,220 ― 815 815 ― 1,340 1,340 ― Other Regions 2,370 2,370 ― 175 175 ― 365 365 ― Total 22,800 22,800 ― 3,390 3,390 ― 3,650 3,650 ― FYE March 31, 2026 Results 22,101 3,387 3,589 No change has been made from the previous forecast Unit (thousand)
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14 1414 Yen (billion) FYE March 31, 2026 Results FYE March 31, 2027 Revised forecast Amount Change Change from previous forecast Sales revenue 21,796.6 24,150.0 + 2,353.3 + 10.8% + 1,000.0 Operating profit - 414.3 650.0 + 1,064.3 ― + 150.0 Operating margin - 1.9% 2.7% + 4.6pt + 0.5pt Share of profit (loss) of investments accounted for using the equity method - 162.0 0.0 + 162.0 ― ― Profit before income taxes - 403.3 660.0 + 1,063.3 ― + 160.0 Profit for the year attributable to owners of the parent - 423.9 400.0 + 823.9 ― + 140.0 Earnings per share attributable to owners of the parent (Yen) - 106 102 + 208 + 35 EV-related losses - 1,453.6 - 520.0 + 933.6 ― - 20.0 Adjusted operating profit 1,039.3 1,170.0 + 130.6 + 12.6% + 170.0 Adjusted operating margin 4.8% 4.8% + 0.0pt + 0.5pt Market average rate (Yen) U.S. Dollar 151 155 + 4 + 10 Consolidated Financial Forecast for FYE March 31, 2027 ① ① - ② ②
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15 1515 Forecast for FYE March 31, 2027: Change in Operating Profit 1,000.0 ― ― ― + 170.0 ― Yen (billion) ― FYE March 31, 2027 Revised Forecast FYE March 31, 2027 Previous Forecast + 150.0 Operating Margin 4.3% Operating Margin 4.8% 1,170.0 Operating Profit ( )+ 170.0 + 17.0％ - 500.0 500.0 - 520.0 650.0 EV-related losses Operating profit Adjusted Operating Profit Sales impacts*1 R&DExpenses*3 Foreign currency effects*4 Price/Cost impacts*2 Tariff impacts *1 Sales impacts *2 Price/Cost impacts *3 Expenses *4 Foreign currency effects Sales volume, model mix Incentive Finance Other ― ― ― ― Price revision Cost reduction, etc. ― ― Warranty Finance Other ― ― ― JPY / USD USD / Others (BRL, CAD, MXN) JPY / Asian currencies (INR, THB, VND, CNY, IDR) Other + 113.5 - 1.0 + 9.0 + 48.5
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16 1616 *1 Sales impacts *2 Price/Cost impacts *3 Expenses *4 Foreign currency effects Sales volume, model mix Incentive Finance Other + 214.1 - 36.7 + 49.0 + 40.3 Price revision Cost reduction, etc. +138.0 - 451.0 Warranty Finance Other - 46.0 + 66.0 - 28.0 JPY / USD USD / Others (BRL, CAD, MXN) JPY / Asian currencies (INR, THB, VND, CNY, IDR) Other + 52.0 - 1.5 - 17.5 - 5.0 Yen (billion) Operating Margin 4.8% FYE March 31, 2027 Revised Forecast - 520.0 650.0 Forecast for FYE March 31, 2027: Change in Operating Profit - 313.0 - 8.0 + 10.0 + 28.0 + 147.0+ 266.7 1,039.3 FYE March 31, 2026 Results Operating Margin 4.8% 1,170.0 Operating Profit ( )+ 130.6 + 12.6％ + 1,064.3 - 1,453.6 - 414.3 EV-related losses Operating profit Adjusted Operating Profit Sales impacts*1 R&DExpenses*3 Foreign currency effects*4 Price/Cost impacts*2 Tariff impacts
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17 1717 Forecast for FYE March 31, 2027: Capital Expenditures/Depreciation and Amortization/R&D Expenditures Yen (billion) FYE March 31, 2026 FYE March 31, 2027 Change Change from previous forecastResults Revised forecast Capital expenditures*1 751.3 1,280.0 + 528.6 + 30.0 Depreciation and amortization*1 410.2 400.0 - 10.2 + 10.0 Research and development expenditures*2 1,174.8 1,190.0 + 15.1 + 20.0 *1 Capital expenditures as well as Depreciation in Results and Forecast shown above exclude investment in operating leases, right-of-use assets, and intangible assets. *2 Research and development expenditures are research and development activities related costs incurred during the reporting period. In accordance with IFRS, a portion of research and development expenditures is recognized as an intangible asset and amortized over its estimated useful life. As such, this amount is not in conformity with “Research and development” on Consolidated Statements of Income.
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18 1818 13 18 20 25 27 29 29 31 33 37 37 37 40 40 68 68 70 2010年 ３月期 2015年 ３月期 2020年 ３月期 2025年 ３月期 2027年 ３月期 Dividends *1 DOE: Adjusted dividend on equity attributable to owners of the parent (Excluding "Other components of equity" from "Equity attributable to owners of the parent”) *2 A stock split was conducted with September 30, 2023 as the record date and October 1, 2023 as the effective date. Dividend per share figures have been adjusted accordingly. *3 ( ) : Forecast *3 (70) FYE March 31, 2025 FYE March 31, 2020 FYE March 31, 2015 FYE March 31, 2010 Historical Dividend per share (Yen)*2 More Stable and Continuous Shareholder Returns FYE March 31, 2027 We will strive to achieve dividends with a target of DOE *1 3.0% 70 Yen (No change has been made from the previous forecast)Dividend per Share (forecast) FYE March 31, 2026 Results FYE March 31, 2027 Forecast Fiscal Year 70 (70) Interim Dividend 35 (35) Year-end Dividend 35 (35) Dividend per Share (Yen) Interim (35) Year - end (35) FYE March 31, 2027 (Forecast)
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Caution with Respect to Forward-Looking Statements: Notice on Consolidated Financial Results: Accounting standards: Notice on the Factors for Increases and Decreases in Income: Unit sales: * Earnings per share attributable to owners of the parent is calculated based on weighted average number of shares outstanding as shown below: - 1st Quarter Ended June 30, 2025 4,202,222,000 (approx.) , Ended June 30, 2026 3,892,689,000 (approx.) - Twelve Months Ended March 31, 2026 3,997,277,000 (approx.) , Forecast Ending March 31, 2027 3,892,916,000 (approx.) This slide contains forward-looking statements about the performance of Honda, which are based on management’s assumptions and beliefs taking into account information currently available to it. Therefore, please be advised that Honda’s actual results could differ materially from those described in these forward-looking statements as a result of numerous factors, including general economic conditions in Honda’s principal markets and fluctuation of foreign exchange rates, as well as other factors detailed from time to time. Our consolidated financial statements are prepared in conformity with International Financial Reporting Standards (IFRS), as issued by the International Accounting Standards Board (IASB). With respect to the discussion above of the changes, identified factors and used what it believes to be a reasonable method to analyze the respective changes in such factors. Analyzed changes in these factors at the levels of the Company and its material consolidated subsidiaries. (1) “Foreign currency effects” consist of “translation adjustments”, which come from the translation of the currency of foreign subsidiaries’ financial statements into Japanese yen, and “foreign currency adjustments”, which result from foreign-currency-denominated transaction. With respect to “foreign currency adjustments”, analyzed foreign currency adjustments primarily related to the following currencies: U.S. dollar, Japanese yen and others at the level of the Company and its material consolidated subsidiaries. (2) With respect to “Price and Cost impacts”, analyzed effects of changes in sales price, cost reductions, effects of raw material cost fluctuations and others, excluding foreign currency effects. (3) With respect to “Sales impacts”, analyzed changes in sales volume and in the mix of product models sold that resulted in increases/decreases in profit, changes in sales revenue of Financial services business that resulted in increases/decreases in profit, as well as certain other reasons for increases/decreases in sales revenue and cost of sales, excluding foreign currency effects. (4) With respect to “Expenses”, analyzed reasons for an increase/decrease in selling, general and administrative expenses from the previous fiscal year excluding foreign currency translation effects. (5) With respect to “Research and Development expenses”, analyzed reasons for an increase/decrease in research and development expenses from the previous fiscal year excluding foreign currency translation effects. Motorcycle Business Honda Group Unit Sales is the total unit sales of completed products, including motorcycles, ATVs, and Side-by-Sides of Honda, its consolidated subsidiaries and its affiliates and joint ventures accounted for using the equity method. Consolidated Unit Sales is the total unit sales of completed products corresponding to consolidated sales revenue to external customers, which consists of unit sales of completed products of Honda and its consolidated subsidiaries. Automobile Business Honda Group Unit Sales is the total unit sales of completed products of Honda, its consolidated subsidiaries and its affiliates and joint ventures accounted for using the equity method. Consolidated Unit Sales is the total unit sales of completed products corresponding to consolidated sales revenue to external customers, which consists of unit sales of completed products of Honda and its consolidated subsidiaries. Certain sales of automobiles that are financed with residual value type auto loans and other by our Japanese finance subsidiaries and provided through our consolidated subsidiaries are accounted for as operating leases in conformity with IFRS and are not included in consolidated sales revenue to the external customers in our Automobile business. Accordingly, they are not included in Consolidated Unit Sales, but are included in Honda Group Unit Sales of our Automobile business. Power Product Business Honda Group Unit Sales is the total unit sales of completed power products of Honda, its consolidated subsidiaries and its affiliates and joint ventures accounted for using the equity method. Consolidated Unit Sales is the total unit sales of completed power products corresponding to consolidated sales revenue to external customers, which consists of unit sales of completed power products of Honda and its consolidated subsidiaries. In Power Product business, there is no discrepancy between Honda Group Unit Sales and Consolidated Unit Sales since no affiliate and joint venture accounted for using the equity method was involved in the sale of Honda power Earnings per share attributable to owners of the parent and quarterly earnings per share attributable to owners of the parent are presented after rounding down fractions of one yen.
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Appendix
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22 2222 Compared with Three Months Ended June 30, 2025: + 721.2 billion yen / + 13.5 % (Excluding foreign currency translation effects: + 195.4 billion yen / + 3.7 %)Three Months Sales Revenue FYE March 31, 2026 FYE March 31, 2027 Change Change excluding currency translation effects (%) Motorcycle Business 951.5 1,141.1 + 189.5 + 88.7 + 9.3% Automobile Business 3,474.6 3,807.3 + 332.7 + 1.3 + 0.0% Financial Services Business 831.6 1,026.1 + 194.5 + 107.5 + 12.9% Power Products and Other Businesses 82.4 86.8 + 4.4 - 2.2 - 2.7% Total 5,340.2 6,061.5 + 721.2 + 195.4 + 3.7% Market average rate (Yen) U.S. Dollar 145 159 Change in Sales Revenue (sales revenue from external customers） Yen (billion)
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23 2323 Yen (billion) Three Months Japan North America Europe Asia Other Regions 2025 2026 2025 2026 2025 2026 2025 2026 2025 2026 Sales Revenue 1,300.9 1,373.6 3,366.5 3,782.2 237.2 251.5 1,085.6 1,244.9 315.6 459.8 Operating Profit - 9.0 66.7 62.2 245.4 7.4 2.2 112.5 132.0 48.6 75.6 Change + 75.7 billion yen + 294.2% - 69.6% + 17.4% + 55.3% Fiscal First Quarter Ended June 30, 2026: Sales Revenue/Operating Profit by Geographical Segment
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24 2424 Yen (billion) Three Months Ended June 30 2025 Results 2026 Results Change Capital expenditures 90.9 606.2 + 515.2 Depreciation and amortization 107.0 102.9 - 4.1 Research and development expenditures 229.1 238.4 + 9.2 Fiscal First Quarter Ended June 30, 2026: Capital Expenditures/Depreciation and Amortization/R&D Expenditures
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25 2525 Yen (billion) Assets FYE March 31, 2026 Q1 Ended June 30, 2026 Liabilities and Equity FYE March 31, 2026 Q1 Ended June 30, 2026 Cash and cash equivalents 4,563.4 4,890.0 Trade payables 1,664.5 1,524.1 Trade receivables 1,285.0 1,153.4 Financing liabilities 1,238.8 1,558.1 Inventories 2,522.2 2,541.1 Other liabilities 4,864.2 4,776.6 Investments accounted for using the equity method 1,128.1 1,171.6 Non-financial Services Businesses 7,767.7 7,859.0 Property, plant and equipment 3,183.2 3,699.7 Financing liabilities 12,252.6 12,516.0 Other assets 4,433.6 4,121.7 Other liabilities 1,847.4 1,837.4 Non-financial Services Businesses 17,115.8 17,577.7 Finance Subsidiaries 14,100.1 14,353.6 Cash and cash equivalents 503.3 406.4 Reconciling items - 506.7 - 403.2 Receivables from financial services 9,895.6 10,164.5 Total liabilities 21,361.2 21,809.3 Equipment on operating leases 6,433.7 6,606.1 Non-financial Services Businesses equity 9,348.0 9,718.7 Other assets 449.7 474.6 Finance Subsidiaries equity 3,182.4 3,298.0 Finance Subsidiaries 17,282.5 17,651.6 Reconciling items - 382.4 - 388.1 Reconciling items - 889.1 - 791.4 Total equity 12,148.0 12,628.5 Total assets 33,509.2 34,437.9 Total liabilities and equity 33,509.2 34,437.9 Three Months Ended June 30, 2026: Consolidated Statements of Financial Position Divided into Non-financial Services Businesses and Finance Subsidiaries
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26 2626 Sales Revenue/Operating Profit by Business Segment Yen(billion) QTD FYE March 31, 2026 FYE March 31, 2027 Change Change (%)Segment Information Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Sales Revenue Motorcycle Business 951.5 969.1 1,012.9 1,085.1 1,141.1 + 189.5 + 19.9% Automobile Business 3,543.9 3,456.3 3,434.5 3,732.0 3,879.1 + 335.2 + 9.5% Financial Services Business 832.6 846.1 879.0 974.8 1,027.0 + 194.3 + 23.3% PP & Other Businesses 92.8 100.3 97.5 129.6 94.4 + 1.6 + 1.8% Reconciling items - 80.6 - 79.6 - 81.1 - 100.8 - 80.3 + 0.3 ― Total 5,340.2 5,292.4 5,342.9 5,820.9 6,061.5 + 721.2 + 13.5% Operating Profit Motorcycle Business 189.0 179.2 178.2 185.3 233.9 + 44.9 + 23.8% Automobile Business - 29.6 - 43.4 - 93.4 - 1,244.6 192.1 + 221.7 ― Financial Services Business 85.0 58.2 74.7 57.5 105.8 + 20.8 + 24.5% PP & Other Businesses - 0.2 - 0.0 - 6.2 - 4.0 - 1.1 - 0.9 ― Total 244.1 193.9 153.3 - 1,005.8 530.7 + 286.5 + 117.4% Operating profit from aircraft and aircraft engines - 8.3 - 8.4 - 9.0 - 11.3 - 8.6 - 0.3 ―
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27 2727 Honda Group Unit Sales/Consolidated Unit Sales Unit (thousand) 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FYE March 31, 2026 Results FYE March 31, 2027 Forecast Change Motorcycles 5,143 5,620 5,677 5,661 5,663 + 520 22,101 22,800 + 699 Japan 59 53 50 43 38 - 21 205 160 - 45 North America 142 131 131 134 139 - 3 538 610 + 72 Europe 122 103 75 107 117 - 5 407 440 + 33 Asia 4,284 4,784 4,841 4,829 4,753 + 469 18,738 19,220 + 482 Other Regions 536 549 580 548 616 + 80 2,213 2,370 + 157 Automobiles 839 841 881 826 786 - 53 3,387 3,390 + 3 Japan 124 156 152 173 139 + 15 605 600 - 5 North America 457 399 355 394 461 + 4 1,605 1,705 + 100 Europe 17 26 18 29 17 - 0 90 95 + 5 Asia 202 222 315 190 127 - 75 929 815 - 114 Other Regions 39 38 41 40 42 + 3 158 175 + 17 Power Products 828 871 808 1,082 752 - 76 3,589 3,650 + 61 Japan 62 90 58 90 62 - 0 300 275 - 25 North America 232 241 196 258 194 - 38 927 955 + 28 Europe 179 133 124 276 151 - 28 712 715 + 3 Asia 279 321 334 361 274 - 5 1,295 1,340 + 45 Other Regions 76 86 96 97 71 - 5 355 365 + 10 Consolidated Unit Sales Motorcycles 3,465 3,643 3,789 3,776 3,774 + 309 14,673 15,190 + 517 Japan 59 53 50 43 38 - 21 205 160 - 45 North America 142 131 131 134 139 - 3 538 610 + 72 Europe 122 103 75 107 117 - 5 407 440 + 33 Asia 2,606 2,807 2,953 2,944 2,864 + 258 11,310 11,610 + 300 Other Regions 536 549 580 548 616 + 80 2,213 2,370 + 157 Automobiles 685 677 645 704 708 + 23 2,711 2,820 + 109 Japan 103 135 130 147 120 + 17 515 505 - 10 North America 457 399 355 394 461 + 4 1,605 1,705 + 100 Europe 17 26 18 29 17 - 0 90 95 + 5 Asia 69 79 101 94 68 - 1 343 340 - 3 Other Regions 39 38 41 40 42 + 3 158 175 + 17 Power Products 828 871 808 1,082 752 - 76 3,589 3,650 + 61 Japan 62 90 58 90 62 - 0 300 275 - 25 North America 232 241 196 258 194 - 38 927 955 + 28 Europe 179 133 124 276 151 - 28 712 715 + 3 Asia 279 321 334 361 274 - 5 1,295 1,340 + 45 Other Regions 76 86 96 97 71 - 5 355 365 + 10 Forecast Honda Group Unit Sales FYE March 31, 2026 QTD FYE March 31, 2027 Change
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28 2828 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FYE March 31, 2026 Results Global HEV 225 229 230 245 249 + 24 929 PHEV 3 3 2 3 1 - 2 11 EV 18 32 15 9 14 - 4 73 FCEV 0 0 0 0 0 - 0 0 Excluding China HEV 206 215 214 234 239 + 33 870 PHEV 1 1 1 1 1 - 0 4 EV 15 27 8 8 12 - 3 57 FCEV 0 0 0 0 0 - 0 0 Electrified Automobile Retail Sales* FYE March 31, 2026 QTD FYE March 31, 2027 Change YTD Unit (thousand) Electrified Automobile Retail Sales per Power Trains * Figures are based on information available at the time of Financial Results.
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29 2929 Honda's Proprietary Metrics Yen (billion) FYE March 31, 2026 Results FYE March 31, 2027 ForecastQ1 Q2 Q3 Q4 Q1 Operating profit Disposal and impairment of development assets/equipment ― ― ― - 643.9 - 643.9 ― ― Incremental expenses related to strategy change ― ― ― - 542.6 - 542.6 ― - 520.0 EV-related losses incurred through Q3 - 122.0 - 101.7 - 43.4 ― - 267.1 ― ― Subtotal - 122.0 - 101.7 - 43.4 - 1,186.4 - 1,453.6 ― - 520.0 Share of profit (loss) of investments accounted for using the equity method ― ― ― - 124.1 - 124.1 ― ― Total - 122.0 - 101.7 - 43.4 - 1,310.6 - 1,577.8 ― - 520.0 【Adjusted profit】 Operating profit excluding one-time special factors, such as losses resulting from the review of our automobile electrification strategy Adjusted operating profit＝Operating profit ー EV-related losses 【EV-related losses】