Panasonic Corp - ADR
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+ FollowMarket Cap$21.85B
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Earnings Call Q1 2026
July 30, 2025 - AI Summary
Sales Results and Adjusted Operating Profit: Sales decreased YoY by 11% to JPY1,896.7 billion, primarily due to the deconsolidation of the automotive segment. However, sales excluding automotive increased by 2% YoY. Adjusted operating profit rose to JPY91.5 billion, demonstrating resilience as profit grew across all segments, offsetting losses from US tariffs and automotive deconsolidation.
Forecast Remains Unchanged for FY2026: The full-year forecast for FY2026 remains unchanged from the previous assessment, acknowledging the fluid situation regarding US tariffs beginning Q2. The impact on the business segments will require further evaluation, particularly in Connect and energy, with safety margins being built into the outlook.
Challenges from US Tariffs: US tariffs pose a significant challenge, especially in the Connect and energy segments. The tariffs are expected to have a negative impact of approximately JPY5.8 billion in Q1 on operating profit, with risk assessments indicating a smaller overall impact than initially anticipated. The focus remains on countermeasures to mitigate negative financial effects.
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$0.87
90.7% downside
Current Fair Value
90.7% downsideOvervalued by 90.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $21.85 Billion |
|---|---|
| Enterprise Value | $668.06 Billion |
| Annual dividend | $0.23 |
| Dividend yield | 1.32% |
| Earnings per Share | $190.21 |
| Beta | 1.01 |
| Outstanding Shares | 2,334,330,437 |
Return
| Return on Equity | 6.06% |
|---|---|
| Return on Assets | 3.14% |
| Return on Invested Capital | 6.94% |
Valuation & Multiples
| P/E Ratio | 25.56 |
|---|---|
| PEG | 25.04 |
| Price to Sales | 0.0 |
| Price to Book Ratio | 0.0 |
| Enterprise Value to Revenue | 0.08 |
| Enterprise Value to EBIT | 1.31 |
| Enterprise Value to Net Income | 2 |
| Total Debt to Enterprise | 2.31 |
| Debt to Equity | 0.29 |
Revenue Sources
No data
Institutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About Panasonic Corp
183,685 employees
CEO: Kazuhiro Tsuga
Operating globally with its subsidiaries, Panasonic Holdings Corporation is engaged in the design, production, distribution, and maintenance of a vast array of electrical and electronic products. Its business activities are structured ac...