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HMC 6-K

Honda Motor Co Ltd (HMC)

6-K 2026-08-05 For: 2026-08-05
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Added on August 05, 2026
Table of Contents

No.1-7628

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

FOR THE MONTH OF AUGUST 2026

COMMISSION FILE NUMBER: 1-07628

HONDA GIKEN KOGYO KABUSHIKI KAISHA

(Name of registrant)

HONDAMOTOR CO., LTD.

(Translation of registrant’s name into English)

2-3, Toranomon 2-chome,Minato-ku, Tokyo 105-8404, Japan

(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:

Form 20-F ☒  Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

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Contents

Exhibit 1:

Honda Motor Co., Ltd. announced its consolidated financial results for the fiscal first quarter ended June 30, 2026.

Exhibit 2:

Notice Concerning Revision of Forecast for Consolidated Financial Results for the Fiscal Year Ending March 31, 2027

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Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

HONDA GIKEN KOGYO KABUSHIKI KAISHA
(HONDA MOTOR CO., LTD.)
/s/ Koji Ito
Koji Ito
General Manager
Finance Division
Honda Motor Co., Ltd.

Date: August 5, 2026

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Consolidated Financial Results for the Fiscal First Quarter EndedJune 30, 2026 (IFRS)

August 5, 2026

Company name :  Honda Motor Co., Ltd.
Listing :  Tokyo Stock Exchange
Securities code :  7267
URL :  https://global.honda/en/investors/
Representative :  Toshihiro Mibe, Director, President and Representative Executive<br>Officer
Inquiries :  Sumihiro Takahashi, Head of Accounting and Finance Unit<br><br><br>Tel. +81-3-3423-1111
Scheduled date to commence dividend payments :  —
Supplemental materials prepared for consolidated financial results :  Yes
Holdings of financial results meeting :  Yes

(Amounts are rounded to the nearest million yen)

1. Consolidated Financial Results for the Three Months Ended June 30, 2026 (from April 1, 2026 to June 30, 2026)

(1) Consolidated operating results (for the three months ended June 30) (% of change from the same period of the previous fiscal year)
Sales revenue Operating profit Profit before<br>income taxes Profit for the period Profit for the period<br>attributableto<br>owners of the parent Comprehensiveincome for theperiod
--- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- ---
Three months ended Yen (millions) % Yen (millions) % Yen (millions) % Yen (millions) % Yen (millions) % Yen (millions) %
June 30, 2026 6,061,514 13.5 530,767 117.4 605,027 107.0 473,819 120.5 450,915 129.3 692,332 —
June 30, 2025 5,340,268 -1.2 244,170 -49.6 292,334 -47.7 214,894 -48.1 196,670 -50.2 -3,836 —
Earnings per shareattributable to ownersof the parent - Basic Earnings per shareattributable to ownersof the parent - Diluted
--- --- --- --- --- --- ---
Three months ended Yen Yen
June 30, 2026 115.84 115.84
June 30, 2025 46.80 46.80

Explanatory note:

Basic and diluted earnings per share are calculated based on the profit for the period attributable to owners of the parent.

(2) Consolidated financial position

Total assets Total equity Equity attributable to ownersof the parent Ratio of equity attributableto owners of the parent tototal assets
As of Yen (millions) Yen (millions) Yen (millions) %
June 30, 2026 34,437,975 12,628,578 12,361,471 35.9
March 31, 2026 33,509,285 12,148,072 11,817,512 35.3

2. Dividends

Annual dividends per share
First quarter-end Second quarter-end Third quarter-end Fiscal year-end Total
Yen Yen Yen Yen Yen
Fiscal year ended March 31, 2026 — 35.00 — 35.00 70.00
Fiscal year ending March 31, 2027 —
Fiscal year ending March 31, 2027 (forecast) 35.00 — 35.00 70.00

Explanatory note:

Revisions to the forecast of dividends most recently announced: None

3. Forecast of Consolidated Financial Results for the Fiscal Year Ending March 31, 2027(from April 1, 2026 to March 31, 2027)

(% of change from the previous fiscal year)

Sales revenue Operating profit Profit before<br>income taxes Profit for the year Profit for the year<br>attributable to ownersof the parent Earnings per shareattributable to ownersof the parent
Yen (millions) % Yen (millions) % Yen (millions) % Yen (millions) % Yen (millions) % Yen
Full-year 24,150,000 10.8 650,000 — 660,000 — 480,000 — 400,000 — 102.75

Explanatory note:

Revisions to the forecast of consolidated financial results most recently announced: Yes

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*Explanatory notes

(1) Significant changes in the scope of consolidation during the period: None

Newly included: - companies (Company name: -)
Excluded: - companies (Company name: -)

(2) Changes in accounting policies and changes in accounting estimates

(i) Changes in accounting policies required by IFRS : None
(ii) Changes in accounting policies due to other reason : None
(iii) Changes in accounting estimates : None

(3) Number of issued shares (common shares)

(i) Number of issued shares at the end of the period (including treasury stock)
As of June 30, 2026 4,533,000,000 shares
--- --- --- ---
As of March 31, 2026 4,533,000,000 shares
(ii) Number of treasury stock at the end of the period
--- ---
As of June 30, 2026 639,983,417 shares
--- --- --- ---
As of March 31, 2026 640,419,559 shares
(iii) Average number of shares outstanding during the period
--- ---
Three months ended June 30, 2026 3,892,689,416 shares
--- --- --- ---
Three months ended June 30, 2025 4,202,222,211 shares
* Review of the Japanese-language originals of the attached consolidated quarterly financial statements bycertified public accountants or an audit firm: None
--- ---
* Proper use of earning forecasts, and other special matters
--- ---

This announcement contains “forward-looking statements” as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based on management’s assumptions and beliefs taking into account information currently available to it. Therefore, please be advised that the actual results of the Company could differ materially from those described in these forward-looking statements as a result of numerous factors, including general economic conditions in the principal markets of the Company, its consolidated subsidiaries and its affiliates accounted for by the equity-method, and fluctuation of foreign exchange rates, as well as other factors detailed from time to time.

Honda’s American Depositary Shares are listed and traded on the New York Stock Exchange. One American Depositary Share represents three common shares.

This document, Form 6-K (to be submitted to the U.S. Securities and Exchange Commission), is submitted to Tokyo Stock Exchange as English translation of the Japanese original. Therefore, there are some discrepancies between this translated document and the Japanese original.

For supplemental materials prepared for consolidated financial results and other information, please refer to Honda’s Investor Relations website (URL https://global.honda/en/investors/).

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TABLE OF CONTENTS

Consolidated Financial Results for the Fiscal First Quarter Ended June 30, 2026

1. Overview of Consolidated Financial Results 2
2. Condensed Consolidated Interim Financial Statements and Notes to Condensed<br> Consolidated Interim Financial Statements 3
[1] Condensed Consolidated Statements of Financial Position 3
[2] Condensed Consolidated Statements of Income and Condensed Consolidated Statements<br> of Comprehensive Income 4
Condensed Consolidated Statements of Income 4
Condensed Consolidated Statements of Comprehensive Income 5
[3] Condensed Consolidated Statements of Changes in Equity 6
[4] Condensed Consolidated Statements of Cash Flows 7
[5] Assumptions for Going Concern 8
[6] Notes to Condensed Consolidated Interim Financial<br>Statements 8

—1—

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1. Overview of Consolidated Financial Results

Consolidated Operating Results

Honda’s consolidated sales revenue for the three months ended June 30, 2026 increased by 13.5%, to JPY 6,061.5 billion from the same period last year, due mainly to increased sales revenue in Financial services business and Motorcycle business as well as positive foreign currency translation effects. Operating profit increased by 117.4%, to JPY 530.7 billion from the same period last year, due mainly to the impact of EV (electric vehicle)-related losses incurred in the same period last year as well as tariff impacts. Profit before income taxes increased by 107.0%, to JPY 605.0 billion from the same period last year. Profit for the period attributable to owners of the parent increased by 129.3%, to JPY 450.9 billion from the same period last year.

Consolidated Statements of Financial Position

Total assets as of June 30, 2026 increased by JPY 928.6 billion, to JPY 34,437.9 billion from March 31, 2026 due mainly to increased property, plant and equipment as well as positive foreign currency translation effects. Total liabilities increased by JPY 448.1 billion, to JPY 21,809.3 billion from March 31, 2026 due mainly to increased financing liabilities as well as positive foreign currency translation effects, which was partially offset by decreased trade payables. Total equity increased by JPY 480.5 billion, to JPY 12,628.5 billion from March 31, 2026 due mainly to increased retained earnings attributable to profit for the period.

—2—

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2. Condensed Consolidated Interim Financial Statements and Notes to CondensedConsolidated Interim Financial Statements

[1] Condensed Consolidated Statements of Financial Position

March 31, 2026 and June 30, 2026

Yen (millions)
Mar. 31, 2026 Jun. 30, 2026
Assets
Current assets:
Cash and cash equivalents 5,066,828 **** 5,296,452 ****
Trade receivables 1,270,476 **** 1,145,256 ****
Receivables from financial services 3,057,235 **** 3,126,157 ****
Other financial assets 296,974 **** 205,585 ****
Inventories 2,531,166 **** 2,550,113 ****
Other current assets 852,073 **** 929,400 ****
Total current assets 13,074,752 **** 13,252,963 ****
Non-current assets:
Investments accounted for using the equity method 1,128,118 **** 1,171,611 ****
Receivables from financial services 6,836,261 **** 7,036,420 ****
Other financial assets 1,211,519 **** 1,100,809 ****
Equipment on operating leases 6,433,793 **** 6,606,135 ****
Property, plant and equipment 3,196,382 **** 3,712,552 ****
Intangible assets 784,760 **** 782,602 ****
Deferred tax assets 301,011 **** 249,572 ****
Other non-current assets 542,689 **** 525,311 ****
Total non-current assets 20,434,533 **** 21,185,012 ****
Total assets 33,509,285 **** 34,437,975 ****
Liabilities and Equity
Current liabilities:
Trade payables 1,781,598 **** 1,642,675 ****
Financing liabilities 5,004,712 **** 5,367,535 ****
Accrued expenses 996,653 **** 969,541 ****
Other financial liabilities 264,598 **** 244,421 ****
Income taxes payable 109,036 **** 142,730 ****
Provisions 948,252 **** 792,207 ****
Other current liabilities 1,099,631 **** 1,119,057 ****
Total current liabilities 10,204,480 **** 10,278,166 ****
Non-current liabilities:
Financing liabilities 8,475,151 **** 8,698,056 ****
Other financial liabilities 316,498 **** 310,586 ****
Retirement benefit liabilities 309,885 **** 315,874 ****
Provisions 735,224 **** 854,440 ****
Deferred tax liabilities 677,391 **** 708,681 ****
Other non-current liabilities 642,584 **** 643,594 ****
Total non-current liabilities 11,156,733 **** 11,531,231 ****
Total liabilities 21,361,213 **** 21,809,397 ****
Equity:
Common stock 86,067 **** 86,067 ****
Capital surplus 204,894 **** 213,676 ****
Treasury stock (896,927 ) **** (896,313 )
Retained earnings 9,375,989 **** 9,808,593 ****
Other components of equity 3,047,489 **** 3,149,448 ****
Equity attributable to owners of the parent 11,817,512 **** 12,361,471 ****
Non-controlling interests 330,560 **** 267,107 ****
Total equity 12,148,072 **** 12,628,578 ****
Total liabilities and equity 33,509,285 **** 34,437,975 ****

—3—

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[2] Condensed Consolidated Statements of Income and Condensed ConsolidatedStatements of Comprehensive Income

Condensed Consolidated Statements of Income

For the three months ended June 30, 2025 and 2026

Yen (millions)
ThreemonthsendedJun. 30, 2025 ThreemonthsendedJun. 30, 2026
Sales revenue 5,340,268 **** 6,061,514 ****
Operating costs and expenses:
Cost of sales (4,269,449 ) **** (4,713,453 )
Selling, general and administrative (533,706 ) **** (574,035 )
Research and development (292,943 ) **** (243,259 )
Total operating costs and expenses (5,096,098 ) **** (5,530,747 )
Operating profit 244,170 **** 530,767 ****
Share of profit (loss) of investments accounted for using the equity method 4,213 **** 22,645 ****
Finance income and finance costs:
Interest income 39,901 **** 49,034 ****
Interest expense (13,905 ) **** (19,537 )
Other, net 17,955 **** 22,118 ****
Total finance income and finance costs 43,951 **** 51,615 ****
Profit before income taxes 292,334 **** 605,027 ****
Income tax expense (77,440 ) **** (131,208 )
Profit for the period 214,894 **** 473,819 ****
Profit for the period attributable to:
Owners of the parent 196,670 **** 450,915 ****
Non-controlling interests 18,224 **** 22,904 ****
Yen
Earnings per share attributable to owners of the parent
Basic and diluted 46.80 **** 115.84 ****

—4—

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Condensed Consolidated Statements of Comprehensive Income

For the three months ended June 30, 2025 and 2026

Yen (millions)
ThreemonthsendedJun. 30, 2025 ThreemonthsendedJun. 30, 2026
Profit for the period 214,894 **** 473,819 ****
Other comprehensive income, net of tax:
Items that will not be reclassified to profit or loss
Remeasurements of defined benefit plans (20,781 ) **** — ****
Net changes in revaluation of financial assets measured at fair value <br>through other<br>comprehensive income 731 **** 53,366 ****
Share of other comprehensive income of investments accounted for <br>using the equity<br>method (412 ) **** 1,405 ****
Items that may be reclassified subsequently to profit or loss
Net changes in revaluation of financial assets measured at fair value <br>through other<br>comprehensive income 42 **** (152 )
Exchange differences on translating foreign operations (162,421 ) **** 138,808 ****
Cash flow hedges (1,620 ) **** 4,010 ****
Share of other comprehensive income of investments accounted for <br>using the equity<br>method (34,269 ) **** 21,076 ****
Total other comprehensive income, net of tax (218,730 ) **** 218,513 ****
Comprehensive income for the period (3,836 ) **** 692,332 ****
Comprehensive income for the period attributable to:
Owners of the parent (18,715 ) **** 667,895 ****
Non-controlling interests 14,879 **** 24,437 ****

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[3] Condensed Consolidated Statements of Changes in Equity

For the three months ended June 30, 2025

Yen (millions)
Equity attributable to owners of the parent Non-controllinginterests Totalequity
Commonstock Capitalsurplus Treasurystock Retainedearnings Othercomponentsof equity Total
Balance as of April 1, 2025 86,067 205,299 (1,272,845 ) 11,122,187 2,185,821 12,326,529 301,293 12,627,822
Comprehensive income for the period
Profit for the period 196,670 196,670 18,224 214,894
Other comprehensive income, net of tax (215,385 ) (215,385 ) (3,345 ) (218,730 )
Total comprehensive income <br>for the period 196,670 (215,385 ) (18,715 ) 14,879 (3,836 )
Reclassification to retained earnings (19,813 ) 19,813 — —
Transactions with owners and other
Dividends paid (147,960 ) (147,960 ) (50,208 ) (198,168 )
Purchases of treasury stock (363,926 ) (363,926 ) (363,926 )
Disposal of treasury stock 718 718 718
Share-based payment transactions (474 ) (474 ) (474 )
Total transactions with owners and other (474 ) (363,208 ) (147,960 ) (511,642 ) (50,208 ) (561,850 )
Other changes — — — 664 — 664 — 664
Balance as of June 30, 2025 86,067 204,825 (1,636,053 ) 11,151,748 1,990,249 11,796,836 265,964 12,062,800
For the three months ended June 30, 2026 ****
Yen (millions)
Equity attributable to owners of the parent Non-controllinginterests Totalequity
Commonstock Capitalsurplus Treasurystock Retainedearnings Othercomponentsof equity Total
Balance as of April 1, 2026 86,067 204,894 (896,927 ) 9,375,989 3,047,489 11,817,512 330,560 12,148,072
Comprehensive income for the period
Profit for the period 450,915 450,915 22,904 473,819
Other comprehensive income, net of tax 216,980 216,980 1,533 218,513
Total comprehensive income for the period 450,915 216,980 667,895 24,437 692,332
Reclassification to retained earnings 118,119 (118,119 ) — —
Transactions with owners and other
Dividends paid (136,430 ) (136,430 ) (66,255 ) (202,685 )
Disposal of treasury stock 614 614 614
Share-based payment transactions (420 ) (420 ) (420 )
Equity transactions and others — 9,202 — — 3,098 12,300 (21,635 ) (9,335 )
Total transactions with owners and other 8,782 614 (136,430 ) 3,098 (123,936 ) (87,890 ) (211,826 )
Balance as of June 30, 2026 86,067 213,676 (896,313 ) 9,808,593 3,149,448 12,361,471 267,107 12,628,578

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[4] Condensed Consolidated Statements of Cash Flows

For the three months ended June 30, 2025 and 2026

Yen (millions)
ThreemonthsendedJun. 30, 2025 ThreemonthsendedJun. 30, 2026
Cash flows from operating activities:
Profit before income taxes 292,334 **** 605,027 ****
Depreciation, amortization and impairment losses excluding equipment on operating<br>leases 178,612 **** 173,369 ****
Share of (profit) loss of investments accounted for using the equity method (4,213 ) **** (22,645 )
Finance income and finance costs, net 56,404 **** (62,718 )
Interest income and interest costs from financial services, net (44,381 ) **** (53,629 )
Changes in assets and liabilities
Trade receivables 186,576 **** 137,120 ****
Inventories 77,848 **** 15,646 ****
Trade payables (223,605 ) **** (113,111 )
Accrued expenses (86,071 ) **** (133,836 )
Provisions and retirement benefit liabilities 46,202 **** (44,386 )
Receivables from financial services (195,792 ) **** (126,751 )
Equipment on operating leases (171,611 ) **** (100,156 )
Other assets and liabilities (145,670 ) **** (74,153 )
Other, net 55,109 **** 893 ****
Dividends received 52,170 **** 57,370 ****
Interest received 178,784 **** 219,085 ****
Interest paid (100,070 ) **** (119,910 )
Income taxes paid, net of refunds (66,967 ) **** (64,699 )
Net cash provided by operating activities 85,659 **** 292,516 ****
Cash flows from investing activities:
Payments for additions to property, plant and equipment (128,180 ) **** (579,722 )
Payments for additions to and internally developed intangible assets (72,214 ) **** (58,033 )
Proceeds from sales of property, plant and equipment and intangible assets 2,656 **** 8,197 ****
Payments for acquisitions of investments accounted for using the equity method (44,753 ) **** (11,699 )
Proceeds from sales of investments accounted for using the equity method 1,142 **** — ****
Payments for acquisitions of other financial assets (53,100 ) **** (45,595 )
Proceeds from sales and redemptions of other financial assets 84,368 **** 287,799 ****
Net cash used in investing activities (210,081 ) **** (399,053 )
Cash flows from financing activities:
Proceeds from short-term financing liabilities 2,423,967 **** 2,311,489 ****
Repayments of short-term financing liabilities (2,377,100 ) **** (1,641,361 )
Proceeds from long-term financing liabilities 879,032 **** 688,477 ****
Repayments of long-term financing liabilities (692,485 ) **** (925,777 )
Dividends paid to owners of the parent (147,960 ) **** (136,430 )
Dividends paid to non-controlling interests (26,575 ) **** (25,377 )
Purchases and sales of treasury stock, net (363,208 ) **** — ****
Repayments of lease liabilities (20,789 ) **** (20,584 )
Net cash provided by (used in) financing activities (325,118 ) **** 250,437 ****
Effect of exchange rate changes on cash and cash equivalents (65,498 ) **** 85,706 ****
Net change in cash and cash equivalents (515,038 ) **** 229,606 ****
Cash and cash equivalents at beginning of year 4,528,795 **** 5,118,477 ****
Cash and cash equivalents at end of period 4,013,757 **** 5,348,083 ****

—7—

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[5] Assumptions for Going Concern

None

[6] Notes to CondensedConsolidated Interim Financial Statements

[A] Segment Information

Based on Honda’s organizational structure and characteristics of products and services, Honda discloses segment information in four categories: Reportable segments of Motorcycle business, Automobile business and Financial services business, and other segments that are not reportable. The other segments are combined and disclosed in Power products and other businesses. Segment information is based on the components of Honda for which separate financial information is available that is evaluated regularly by the chief operating decision maker in deciding how to allocate resources and in assessing performance. The accounting policies used for segment information are consistent with the accounting policies used in the Company’s condensed consolidated interim financial statements.

Principal products and services, and functions of each segment are as follows:

Segment Principal products and services Functions
Motorcycle Business Motorcycles, all-terrain vehicles (ATVs),<br>side-by-sides (SxS) and relevant parts Research and development<br><br><br>Manufacturing<br> <br>Sales and related services
Automobile Business Automobiles and relevant parts Research and development<br><br><br>Manufacturing<br> <br>Sales and related services
Financial Services Business Financial services Retail loan and lease related to Honda products Others
Power Products and Other Businesses Power products and relevant parts, <br>and others Research and development<br><br><br>Manufacturing <br>Sales and related services<br> <br>Others

Segment information based on products and services

As of and for the three months ended June 30, 2025

Yen (millions)
MotorcycleBusiness AutomobileBusiness FinancialServicesBusiness Power Products<br>and OtherBusinesses SegmentTotal ReconcilingItems Consolidated
Sales revenue:
External customers 951,590 3,474,601 831,621 82,456 5,340,268 — 5,340,268
Intersegment — 69,311 1,017 10,357 80,685 (80,685 ) —
Total 951,590 3,543,912 832,638 92,813 5,420,953 (80,685 ) 5,340,268
Segment profit (loss) 189,005 (29,625 ) 85,009 (219 ) 244,170 — 244,170
Segment assets 2,287,958 11,432,186 15,631,951 535,413 29,887,508 (12,958 ) 29,874,550
Depreciation and amortization 17,468 156,155 224,475 3,944 402,042 — 402,042
Capital expenditures 17,924 121,395 721,093 4,154 864,566 — 864,566
As of and for the three months ended June 30, 2026 ****
Yen (millions)
MotorcycleBusiness AutomobileBusiness FinancialServicesBusiness Power Products<br>and OtherBusinesses SegmentTotal ReconcilingItems Consolidated
Sales revenue:
External customers **** 1,141,131 **** **** 3,807,349 **** **** 1,026,137 **** **** 86,897 **** **** 6,061,514 **** **** — **** **** 6,061,514 ****
Intersegment **** — **** **** 71,844 **** **** 894 **** **** 7,568 **** **** 80,306 **** **** (80,306 ) **** — ****
Total **** 1,141,131 **** **** 3,879,193 **** **** 1,027,031 **** **** 94,465 **** **** 6,141,820 **** **** (80,306 ) **** 6,061,514 ****
Segment profit (loss) **** 233,956 **** **** 192,122 **** **** 105,810 **** **** (1,121 ) **** 530,767 **** **** — **** **** 530,767 ****
Segment assets **** 2,966,019 **** **** 12,900,332 **** **** 17,651,694 **** **** 599,646 **** **** 34,117,691 **** **** 320,284 **** **** 34,437,975 ****
Depreciation and amortization **** 21,285 **** **** 142,498 **** **** 258,508 **** **** 4,080 **** **** 426,371 **** **** — **** **** 426,371 ****
Capital expenditures **** 17,552 **** **** 626,347 **** **** 811,109 **** **** 3,688 **** **** 1,458,696 **** **** — **** **** 1,458,696 ****

Explanatory notes:

1. Intersegment sales revenues are generally made at values that approximate<br>arm’s-length prices.
2. Reconciling items include elimination of intersegment transactions and balances as well as unallocated corporate<br>assets. Unallocated corporate assets, included in reconciling items as of June 30, 2025 and 2026 amounted to JPY 470,650 million and JPY 757,260 million, respectively, which consist primarily of the Company’s cash and cash<br>equivalents and financial assets measured at fair value through other comprehensive income.
--- ---

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[B] Cash and Cash Equivalents

The reconciliation of the amount of cash and cash equivalents between condensed consolidated statements of financial position and condensed consolidated statements of cash flows is as follows.

Yen (millions)
As of June 30, 2026
Cash and cash equivalents in the condensed consolidated statements of financial position 5,296,452
Cash and cash equivalents included in assets held for sale 51,631
Cash and cash equivalents in the condensed consolidated statements of cash flows 5,348,083

Assets held for sale as of June 30, 2026 are presented in other current assets in the condensed consolidated statements of financial position.

[C] Other

Loss related toairbag inflators

Honda has been conducting market-based measures in relation to airbag inflators. Honda recognizes a provision for specific warranty costs when it is probable that an outflow of resources embodying economic benefits will be required to settle the obligation, and a reliable estimate can be made of the amount of the obligation. There is a possibility that Honda will need to recognize additional provisions when new evidence related to the product recalls arise, however, it is not possible for Honda to reasonably estimate the amount and timing of potential future losses as of the date of this report.

Losses related to the reassessment of the automobile electrification strategy

The Company and its consolidated subsidiaries had historically entered into contracts with suppliers for the procurement of parts. During the year ended March 31, 2026, the Company decided to cancel the development and market launch of EV models that were planned for production in North America. Accordingly, during the current fiscal year, the Company and its consolidated subsidiaries initiated an assessment to identify the impact of such decision on the relevant suppliers. Depending on the outcome of the ongoing discussions with each affected supplier, additional payments to suppliers may arise in the future. In estimating the amount of additional payments, it is necessary to consider the progress of the assessment and discussions. Accordingly, due to high degree of uncertainty regarding the amount and timing of such additional payments, the Company and its consolidated subsidiaries are currently unable to reasonably estimate such amount with sufficient reliability.

—9—

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[Translation]

August 5, 2026

To Whom It May Concern:

Company Name: Honda Motor Co., Ltd
Representative: Toshihiro Mibe
Director, President and Representative Executive Officer
(Securities Code: 7267 Prime Market, TSE)
Contact Person: Sumihiro Takahashi
Head of Accounting and Finance Unit
(TEL: +81-3-3423-1111)

Notice Concerning Revision of Forecast for Consolidated Financial Results for theFiscal Year Ending March 31, 2027

Honda Motor Co., Ltd. (the “Company”) revised its forecast for consolidated financial results for the fiscal year ending March 31, 2027, which was announced on May 14, 2026.

Particulars

Revision of Forecast for Consolidated Financial Results for the Fiscal Year Ending March 31, 2027

Sales revenue Operating profit Profit beforeincome taxes Profit for the year Profit for the yearattributable toowners of theparent Basic earningsper shareattributable toowners of theparent
(Million Yen) (Million Yen) (Million Yen) (Million Yen) (Million Yen) (Yen)
Forecast previously announced (A) 23,150,000 500,000 500,000 335,000 260,000 66.79
Forecast revision as of August 5, 2026 (B) 24,150,000 650,000 660,000 480,000 400,000 102.75
Change (B-A) 1,000,000 150,000 160,000 145,000 140,000
Percentage change (%) 4.3 30.0 32.0 43.3 53.8
(Reference)<br><br><br>Results of the fiscal year ended March 31, 2026 21,796,610 △41,346 △403,300 △353,023 △423,941 △106.06
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Reason for Revision of Forecast for Consolidated Financial Results for the Fiscal Year Ending March 31, 2027 which was announced on May 14, 2026

During the first quarter of the fiscal year ending March 31, 2027, the Japanese yen remained weaker against the U.S. dollar than initially assumed.

In addition, considering the market environment going forward, the Company has revised the average exchange rates for the Japanese yen to the U.S. dollar for the full year ending March 31, 2027, from JPY145 to JPY155.

As a result, profits at all levels are expected to exceed the forecast announced on May 14, 2026. Accordingly, the Company has revised upward its consolidated earnings forecast for the fiscal year ending March 31, 2027, as shown above.

* Basic earnings per share attributable to owners of the parent is calculated based on profit for the year<br>attributable to owners of the parent.
* The forecast for consolidated financial results of the Company is based on management’s assumptions and<br>beliefs taking into account information currently available to it. Therefore, please be advised that the actual results of the Company could differ materially from those described in these forward-looking statements as a result of numerous factors,<br>including general economic conditions in the principal markets of the Company, its consolidated subsidiaries and its affiliates accounted for using the equity method, and fluctuation of foreign exchange rates, as well as other factors detailed from<br>time to time.
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* For more details, please refer to the Company’s investor relations website
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(URL https://global.honda/en/investors/).
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