Earnings Alerts

Isuzu Motors (7202) Earnings Report: 1Q Operating Income Down 27.7% & Net Income Falls 19.8% Year-on-Year

“`html

  • Isuzu’s operating income for the first quarter was 57.22 billion yen, marking a decrease of 27.7% compared to the previous year.
  • Net income for the same period was 41.42 billion yen, down 19.8% year-over-year.
  • Despite these declines, net sales increased by 3.6% to 779.85 billion yen.
  • Sales of heavy and medium-duty commercial vehicles in Japan rose by 18% to 108.05 billion yen.
  • Sales of light-duty commercial vehicles in Japan increased by 6.4% to 41.51 billion yen.
  • For fiscal year 2026, Isuzu maintains a forecast of 210.00 billion yen in operating income, though this is below the market estimate of 225.78 billion yen.
  • The company also forecasts a net income of 130.00 billion yen, compared to the estimate of 139.56 billion yen.
  • Projected net sales are set at 3.30 trillion yen, slightly less than the market estimate of 3.39 trillion yen.
  • The expected dividend remains at 92.00 yen, close to the estimated 92.29 yen.
  • Isuzu’s forecasts incorporate risks such as global economic conditions and exchange rate fluctuations.
  • Current stock analyst sentiments include 7 buy recommendations, 8 hold, and 1 sell.

“`


Isuzu Motors on Smartkarma

Analyst coverage of Isuzu Motors on Smartkarma reveals contrasting sentiments from different experts. Travis Lundy‘s bearish view highlights Isuzu’s buyback activity, citing a significant post-offering buyback announcement by the company. Lundy emphasizes the growing importance of buybacks in Japan as a driver of shareholder returns, providing insights into Isuzu’s historical buyback data over the past decade.

In contrast, Sumeet Singh takes a more bullish stance, discussing a relatively small deal involving shareholders aiming to raise around US$380 million by selling approximately 4% of Isuzu Motors. Singh views this placement as part of the ongoing trend of cross-shareholding unwinds in Japan, considering it favorably within the ECM framework. The differing analyses offer investors valuable perspectives on Isuzu Motors‘ current financial dynamics and potential future performance.


A look at Isuzu Motors Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth3
Resilience3
Momentum2
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Isuzu Motors, a company that specializes in manufacturing trucks and automobile parts, shows a promising long-term outlook based on the Smartkarma Smart Scores. With a high dividend score of 5, investors can expect good returns through dividends. Additionally, the company scores well in value with a rating of 4, indicating that its stock may be undervalued, presenting a potential opportunity for growth. Isuzu Motors also demonstrates resilience and stability in its operations, scoring a 3 in this category, which is essential for weathering economic uncertainties. However, the company’s momentum score of 2 suggests a slower pace in terms of market performance.

Overall, Isuzu Motors presents a strong value proposition for investors looking for steady income streams and potential growth opportunities. Despite a modest growth score of 3, the company’s robust dividend score of 5 indicates a commitment to rewarding shareholders. With a diverse product range that includes pickup trucks, buses, recreational vehicles, and SUVs, Isuzu Motors remains well-positioned in the market. Investors seeking a balance of value, dividends, and resilience may find Isuzu Motors to be a solid long-term investment choice.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars