)
Panasonic (6752) investor relations material
Panasonic Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales and operating profit declined year-over-year, mainly due to lower Lifestyle segment sales, deconsolidation of Automotive, and significant restructuring expenses, despite growth in Connect, Industry, and Energy segments.
Adjusted operating profit increased, but operating and net profit fell due to major restructuring, including a headcount reduction of approximately 12,000 employees and divestitures in non-core businesses.
Operating cash flow for the nine-month period decreased year-over-year, impacted by the absence of IRA tax credit monetization and restructuring costs.
Comprehensive income remained stable at ¥476,952 million, nearly unchanged from the prior year.
Financial highlights
Sales for the nine months were ¥5,883.8 billion, down 8% year-over-year; third quarter sales were ¥2,063.3 billion, down 4% year-over-year.
Adjusted operating profit rose to ¥159.1 billion for the quarter (+6% YoY), and ¥341.0 billion for nine months (+3% YoY).
Operating profit dropped to a loss of ¥7.2 billion for the quarter and ¥157.8 billion for nine months, mainly due to restructuring costs.
Net profit attributable to shareholders was -¥17.1 billion for the quarter and ¥125.3 billion for nine months, down 56.6% year-over-year.
Operating cash flow decreased to ¥412.4 billion for nine months, down from ¥702.7 billion year-over-year.
Outlook and guidance
Full-year sales forecast remains at ¥7,700.0 billion, with adjusted operating profit at ¥470.0 billion (6.1% margin).
Operating profit guidance revised down to ¥290.0 billion (3.8% margin) due to higher restructuring expenses.
Net profit forecast lowered to ¥240.0 billion (3.1% margin), EPS expected at ¥102.80.
Segment guidance: Lifestyle adjusted operating profit revised down, Connect and Industry revised up, Energy unchanged overall but with a downward revision for In-vehicle and upward for Industrial/Consumer.
Energy storage system sales for data centers are expected to see significant growth, with a target of ¥800 billion by FY2029.
Next Panasonic earnings date
Next Panasonic earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)