Hitachi, Ltd.

Overview

Q1 2027 in 3mo

6501.T 2026 Q4 Earnings Call

Date: Mon, Apr 27, 2026, 03:30 AM EDT
Current Price: ¥4.88K

Revenue: ¥3T (est.)
Actual Revenue: ¥3.1T (Beat +2.20%)
EPS (Adj.): ¥38.50 (est.)
Actual EPS: ¥36.45 (Miss -5.32%)

Highlights

• Hitachi reported record highs for adjusted EBITDA, net income, and core free cash flow in FY2025, with revenue up 8% year on year, adjusted EBITDA up 21%, and net income exceeding 800 billion yen for the first time, driven by strong performance in the power grid, domestic IT, and railway businesses.
• For FY2026, Hitachi projects revenue growth of approximately 5% year on year with all four business segments expected to see increased revenue and profit; core free cash flow is expected to decline due to large advance payment timing effects, incorporating a 40 billion yen revenue risk and 20 billion yen adjusted EBITDA risk related to the Middle East situation in Q1.
• The Lumada business reached 40% of consolidated revenue and a 16% adjusted EBITDA margin in FY2025; FY2026 targets aim for approximately 4.8 trillion yen in revenue representing 16% growth year on year and a 44% revenue ratio, while the H Max digital services business reached 300 billion yen in revenue with an adjusted EBITDA margin exceeding 20% and targets 480 billion yen in FY2026.
• Hitachi plans total shareholder returns of approximately 800 billion yen for FY2026, including dividends of approximately 250 billion yen and share buybacks of approximately 550 billion yen on a cash basis, with the year-end dividend for FY2025 increased by 4 yen per share.
• The energy segment's power grid business saw its adjusted EBITDA margin rise by 3.3 percentage points to 12.9% in FY2025, supported by strong global demand and productivity improvements, with the FY2027 target revised upward; key ongoing risks include Middle East conflicts and US tariffs.

Company Information

• Symbol: 6501.T
• IPO Date: Jan 3, 2000
• CEO: Toshiaki Tokunaga
• Fulltime Employees: 269K
• Sector: Industrials
• Industry: Conglomerates
• Country: Japan
• Exchange: Tokyo Stock Exchange

Earnings History

EPS & Revenue Estimates

Related Prediction Markets

Bank of Japan Decision in June?:

• No change
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• 50+ bps increase
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Financial Data Sources

• Financial information provided by Financial Modeling Prep.
• Options data provided by Unusual Whales.
• Earnings transcripts, audio, and documents provided by Quartr.
• Reported revenue and EPS data from Earnings powered by Fiscal.ai.
• Estimates provided by S&P Global.
• Prediction markets data from Polymarket.