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Yamaha Motor
Yamaha Motor (7272) investor relations material
Yamaha Motor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 FY2025 revenue was ¥1,910.3 billion, down 3.4% year-over-year; operating income fell 44% to ¥112.4 billion, and net income dropped 68% to ¥43.4 billion.
Core motorcycle business achieved higher revenue and profits in Q3, while outboard motor sales were stable.
Profits were impacted by increased R&D and SG&A expenses, impairment losses in the OLV business, and U.S. tariffs.
Major acquisitions included Robotics Plus Limited and Brose e-Kit subsidiaries, supporting growth in automation and e-mobility.
Business conditions remain challenging, but cost management and focused initiatives are being pursued for mid- to long-term growth.
Financial highlights
Revenue: ¥1,910.3 billion (down 3.4% YoY); operating income: ¥112.4 billion (down 44.1% YoY); net income: ¥43.4 billion (down 68.1% YoY); EPS: ¥44.65.
Operating income margin declined from 10.2% to 5.9% YoY.
Free cash flow for Q3 was ¥81.2 billion, with cash and cash equivalents at ¥378.6 billion at period end.
Total assets as of September 30, 2025, were ¥2,751.3 billion, down ¥32.2 billion from December 31, 2024.
Interest-bearing debt: ¥978.0 billion; net cash: -¥599.4 billion.
Outlook and guidance
Full-year 2025 revenue forecast is ¥2,570.0 billion (up 0.2% YoY), with operating profit of ¥120.0 billion (down 33.9%) and net income of ¥45.0 billion (down 58.4%).
Basic earnings per share for the year is projected at ¥46.34; dividend forecast remains ¥50.00 per share.
Full-year business result forecast for fiscal 2025 remains unchanged despite global challenges and U.S. tariffs.
Strategies focus on core businesses, cost management, and selective investments.
Plan to maintain stable revenue base and sound business operations for the remainder of the year.
What's driving the 44% operating profit drop?
Plan to reverse Outdoor Land Vehicle segment loss?
Rationale for dividend exceeding FY25 EPS?
How will core business strategies offset profit headwinds?
Motorcycle inventory management strategy
What is the commercialization timeline for new tech?
OLV impairment loss: underlying issues
Motorcycle business: Q3 profit vs. overall decline
R&D/SG&A expense trend: future impact
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Next Yamaha Motor earnings date
Q4 202513 Feb, 2026
Yamaha Motor
Next Yamaha Motor earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Yamaha Motor Co., Ltd. is a diversified global company primarily engaged in the manufacture and sale of motorcycles, marine products, and robotics, including industrial equipment. Its operations span four major business segments: Two-wheel Vehicles, Marine, Special Machinery, and Industrial Equipment and Robots. The Two-wheel Vehicle segment includes motorcycles, intermediate parts, and parts for overseas production. The Marine segment offers outboard engines, water vehicles, boats, and other marine products. Special Machinery focuses on products like all-terrain vehicles, golf carts, and generators, while the Industrial Equipment and Robot segment provides surface mounters, industrial robots, and other related products. Yamaha Motor is also involved in electric assist bicycles, automobile engines, industrial unmanned helicopters, and electric wheelchairs. The company is headquartered in Iwata-shi, Shizuoka-ken, Japan, and its shares are listed on the Tokyo Stock Exchange.
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