Overview
- Mazda now expects its fiscal 2026 net profit to plunge 82.5% to ¥20 billion after estimating roughly ¥230 billion in operating‐profit losses from the new U.S. duties.
- Yamaha Motor warns of a 58.4% drop in its fiscal 2025 final profit to ¥45 billion and projects the duties will trim ¥22.4 billion from its annual operating profit.
- Mazda President 毛籠勝弘 described the levies as “an extremely large burden,” highlighting the company’s 20% U.S. production ratio and heavy reliance on exports.
- Yamaha Motor President 設楽元文 said the firm plans to recoup about 40% of the tariff impact through further price hikes as it tracks evolving duty measures.
- Other Japanese manufacturers have likewise cut earnings forecasts and accelerated U.S. assembly partnerships, including recent OEM pacts, to sidestep import duties.