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Panasonic Earnings Calls
| Release date | May 12, 2026 |
| EPS estimate | $0.347 |
| EPS actual | $0.173 |
| EPS Surprise | -50.07% |
| Revenue estimate | 12.087B |
| Revenue actual | 13.635B |
| Revenue Surprise | 12.80% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.187 |
| EPS actual | -$0.0468 |
| EPS Surprise | -125.01% |
| Revenue estimate | 12.736B |
| Revenue actual | 13.166B |
| Revenue Surprise | 3.38% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.252 |
| EPS actual | $0.203 |
| EPS Surprise | -19.71% |
| Revenue estimate | 12.942B |
| Revenue actual | 12.822B |
| Revenue Surprise | -0.93% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.202 |
| EPS actual | $0.211 |
| EPS Surprise | 4.71% |
| Revenue estimate | 13.106B |
| Revenue actual | 13.097B |
| Revenue Surprise | -0.0669% |
Last 4 Quarters for Panasonic
Below you can see how PCRFF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $9.85 |
| EPS estimate | $0.202 |
| EPS actual | $0.211 |
| EPS surprise | 4.71% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $9.89 |
| Jul 25, 2025 | $9.92 |
| Jul 28, 2025 | $9.88 |
| Jul 29, 2025 | $9.80 |
| Jul 30, 2025 | $9.85 |
| Jul 31, 2025 | $9.64 |
| Aug 01, 2025 | $9.58 |
| Aug 04, 2025 | $9.93 |
| Aug 05, 2025 | $10.08 |
| 4 days before | -0.404% |
| 4 days after | 2.34% |
| On release day | -2.13% |
| Change in period | 1.93% |
| Release date | Oct 30, 2025 |
| Price on release | $12.10 |
| EPS estimate | $0.252 |
| EPS actual | $0.203 |
| EPS surprise | -19.71% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $11.78 |
| Oct 27, 2025 | $12.05 |
| Oct 28, 2025 | $12.42 |
| Oct 29, 2025 | $12.50 |
| Oct 30, 2025 | $12.10 |
| Oct 31, 2025 | $11.55 |
| Nov 03, 2025 | $12.00 |
| Nov 04, 2025 | $12.00 |
| Nov 05, 2025 | $11.50 |
| 4 days before | 2.76% |
| 4 days after | -4.96% |
| On release day | -4.55% |
| Change in period | -2.34% |
| Release date | Feb 04, 2026 |
| Price on release | $13.60 |
| EPS estimate | $0.187 |
| EPS actual | -$0.0468 |
| EPS surprise | -125.01% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $13.20 |
| Jan 30, 2026 | $13.80 |
| Feb 02, 2026 | $12.87 |
| Feb 03, 2026 | $12.87 |
| Feb 04, 2026 | $13.60 |
| Feb 05, 2026 | $14.95 |
| Feb 06, 2026 | $15.75 |
| Feb 09, 2026 | $16.01 |
| Feb 10, 2026 | $16.20 |
| 4 days before | 3.03% |
| 4 days after | 19.12% |
| On release day | 9.93% |
| Change in period | 22.73% |
| Release date | May 12, 2026 |
| Price on release | $20.58 |
| EPS estimate | $0.347 |
| EPS actual | $0.173 |
| EPS surprise | -50.07% |
| Date | Price |
|---|---|
| May 06, 2026 | $21.70 |
| May 07, 2026 | $21.49 |
| May 08, 2026 | $21.40 |
| May 11, 2026 | $21.50 |
| May 12, 2026 | $20.58 |
| May 13, 2026 | $21.12 |
| May 14, 2026 | $21.55 |
| May 15, 2026 | $21.10 |
| May 18, 2026 | $21.00 |
| 4 days before | -5.16% |
| 4 days after | 2.04% |
| On release day | 2.64% |
| Change in period | -3.23% |
Panasonic Earnings Call Transcript Summary of Q1 2026
Q1 FY2026: Consolidated sales fell 11% YoY to JPY1,896.7bn largely due to the deconsolidation of the automotive unit, but sales excluding automotive rose 2%. Adjusted operating profit improved to JPY91.5bn and net profit to JPY71.5bn (better tax position). Generative AI-related demand drove strength in Industry and Energy (data-center energy storage and AI servers). Connect benefited from process automation and mobile/ICT demand. Headwinds included US tariffs (not yet fully quantified for H2), Blue Yonder strategic investments, FX, and automotive deconsolidation which reduced operating cash flow and drove net cash to -JPY745.7bn. Management left the full-year group forecast unchanged (issued May 9) and has not yet factored in the evolving US tariff impact from Q2 onward pending further assessment. Segment notes: Lifestyle improved across appliances and HVAC; Connect revised forecasts after a planned projector JV was terminated; Energy expects short-term EV demand softness in North America (impacted by US tariff moves and termination of IRA 30D credit) but sees stronger-than-expected growth in data-center energy storage driven by generative AI. Automotive battery production ramp timing (Kansas) is being reevaluated and may be pushed later as demand is vetted, but management expects FY2026 battery volume to exceed FY2025. Cost restructuring and price actions largely offset inflation/logistics; Q1 tariff impact ~JPY5.8bn. Management reiterated ongoing organizational changes and a 10,000-headcount optimization program in progress.
