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Subaru15 MayBusinessHigh confidence

Subaru Reports Net Loss for FY2026, Operating Income Plunges 99.5%

Net Loss (FY2026)

51,356 million yen

Operating Income (FY2026)

1,451 million yen

Net Sales (FY2026)

2,495,303 million yen

What Happened

Subaru's non-consolidated full-year financial results for FY2026 showed dramatic declines across key metrics. Operating income sank 99.5% to just 1,451 million yen, while net sales dropped 8.5% to 2,495,303 million yen. The company recorded a net loss of 51,356 million yen, swinging from a net profit of 325,015 million yen in the prior year.

FY2026 vs FY2025 Variances
Net Sales Variance
down 230,698 million yen (8.5%)
Operating Income Variance
down 277,636 million yen (99.5%)
Net Income Variance
down 376,371 million yen (to loss)

According to Subaru, the poor performance was driven by lower unit sales, additional tariffs in the United States, decreased dividend income, and losses related to environmental regulatory credits and BEV-related expenses.

Why this matters

The results underscore how trade tariffs and heavy investments in electric vehicles can quickly undermine profitability for traditional automakers.

Terms in This Story

BEV
Battery Electric Vehicle, a car powered solely by electricity.
Environmental Regulatory Credits
Credits that automakers can trade to comply with emissions regulations.
Non-Consolidated
Financial statements that include only the parent company, not its subsidiaries.
Operating Income
Profit from a company's core business operations, before interest and taxes.
Read Original: Subaru