The earnings call reflected a mix of positive achievements, such as record highs in net sales and income, and challenges, particularly in specific regional markets and segments. While the company reported strong performance in retail finance and launched new products, it also faced decreased demand in key regions and rising production costs.

Company Guidance

In the call, Komatsu provided detailed financial guidance for fiscal 2024 Q3. Key metrics highlighted include a 1.8% year-on-year increase in net sales to ¥989.2 billion, with operating income rising by 4% to ¥162.6 billion, resulting in an operating income ratio of 16.4%. Net income saw a significant increase of 9.7% to ¥108.3 billion, marking a record high for the third quarter. Segment performance varied, with Construction, Mining & Utility Equipment's sales remaining flat at ¥918.2 billion, while Retail Finance and Industrial Machinery & Others segments saw sales increases of 11.1% and 7.5%, respectively. Exchange rates played a crucial role, with the yen at ¥148.8 to the dollar and ¥161.4 to the euro, impacting sales and profitability. Looking ahead, the company projects a decline in demand for fiscal 2024, with specific regional insights provided, such as a 12% decrease in Japanese market demand and a 3% increase in North America. Despite challenges, Komatsu remains optimistic about future growth, particularly in the construction and mining equipment sectors, with ongoing investments in technology and market expansion.

Record Highs in Net Sales and Income

Net sales increased by 1.8% year-on-year to ¥989.2 billion and operating income by 4% to ¥162.6 billion in Q3. Net income rose by 9.7% to ¥108.3 billion, marking third quarter record highs for net sales and income.

Strong Performance in Retail Finance and Industrial Machinery

Retail Finance sales increased by 11.1% year-on-year to ¥30.2 billion, with segment profits up by 22.3%. Industrial Machinery & Others sales increased by 7.5% year-on-year to ¥49.9 billion, with segment profit increasing by approximately 5.7 times.

Improved Market Conditions in Asia

In Q3, net sales in the Construction, Mining & Utility Equipment segment increased in Oceania and Asia, with a notable recovery in demand in Indonesia.

Successful Launch of New Excavator Model

Komatsu launched the PC200i-12 excavator with 3D machine guidance as standard in Japan on December 1, 2024, expected to be available in other markets in FY 2025.

Komatsu Ltd. (JP:6301) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JP:6301 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q2)	94.71 / -	99.29	―	―	―
Jul 29, 2025	2025 (Q1)	106.06 / 99.08	116.48	-14.94% (-17.40)	―	―
Apr 28, 2025	2024 (Q4)	97.75 / 140.19	94.162	48.88% (+46.03)	―	―
Jan 31, 2025	2024 (Q3)	108.71 / 117.32	104.35	12.43% (+12.97)	―	―
Oct 29, 2024	2024 (Q2)	87.06 / 99.29	105.87	-6.22% (-6.58)	―	―
Jul 29, 2024	2024 (Q1)	98.78 / 116.48	111.49	4.48% (+4.99)	―	―
Apr 26, 2024	2023 (Q4)	76.52 / 94.16	100.024	-5.86% (-5.86)	―	―
Jan 30, 2024	2023 (Q3)	100.23 / 104.35	73.34	42.28% (+31.01)	―	―
Oct 27, 2023	2023 (Q2)	98.72 / 105.87	86.85	21.90% (+19.02)	―	―
Jul 28, 2023	2023 (Q1)	82.92 / 111.49	85.11	31.00% (+26.38)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:6301 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	¥5323.00	¥5022.00	-5.65%
Apr 28, 2025	¥4035.00	¥4127.00	+2.28%
Jan 31, 2025	¥4455.93	¥4625.88	+3.81%
Oct 29, 2024	¥3911.88	¥3975.37	+1.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Komatsu Ltd. (JP:6301) report earnings?

Komatsu Ltd. (JP:6301) is schdueled to report earning on Nov 04, 2025, TBA (Confirmed).

What is Komatsu Ltd. (JP:6301) earnings time?

Komatsu Ltd. (JP:6301) earnings time is at Nov 04, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Komatsu Ltd. stock?

The P/E ratio of Komatsu Ltd. is N/A.

What is JP:6301 EPS forecast?

JP:6301 EPS forecast for the fiscal quarter 2025 (Q2) is 94.71.

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