本田汽车有限公司(NYSE:HMC)股票在周四上涨。该公司报告了九个月的业绩,并宣布终止与日产汽车有限公司(OTC:NSANY)业务整合谈判。
该公司披露取消了之前签署的与日产汽车业务整合的谅解备忘录(MOU)。
值得注意的是,去年12月,两公司在联合新闻发布会上确认了合并计划,目标是在2026年8月完成。
两家公司曾考虑将三菱汽车(MMTOY)纳入新合并公司。如果成功,合并将创造全球销量第三的汽车集团。
自签署谅解备忘录以来,两家公司的管理团队(包括其首席执行官)评估了市场环境、整合目标和合并后的策略。
在做出决定之前,他们还与关键利益相关者进行了磋商。
在讨论期间,本田提议从最初概述的联合控股公司结构(本田任命大多数董事和首席执行官)转向通过股份交换让本田成为母公司,日产成为子公司的结构。
然而,两家公司决定,鉴于电气化驱动的市场日益波动,需要快速决策和执行,最好终止谅解备忘录。
展望未来,日产和本田计划通过战略合作伙伴关系,在智能和电动汽车方面进行合作。
随着这笔交易的终止,据彭博社报道,私募股权公司KKR & Co. Inc. (NYSE:KKR)计划投资日产。
此外,富士康科技集团周三确认,将考虑收购雷诺在日产的股份,作为其扩大电动汽车制造业务的更广泛战略的一部分。
本田业绩:在另一份报告中,本田报告九个月的每股收益为日元169.69(合1.1142美元),低于同期日元176.78,而销售额为日元16.3万亿,同比增长8.9%。
该公司维持其营业利润1.420万亿日元和归属于母公司所有者的利润9500亿日元的指导。
同时,本田将2025财年的销售指导提高了6000亿日元至21.600万亿日元。
股价表现:截至周四最后一次检查,本田股价上涨2.56%,至28.29美元。
阅读下一篇:
本田计划到2026年在北美推出售价低于3万美元的电动车对抗特斯拉Model 3
图片来源:Shutterstock。
以上内容来自Benzinga Earnings专栏,原文如下:
Honda Motor Company, Ltd. (NYSE:HMC) shares are trading higher on Thursday. The company reported results for nine months and disclosed the termination of business integration talks with Nissan Motor Co., Ltd. (OTC:NSANY).
The company disclosed the cancellation of the previously inked memorandum of understanding (MOU) for business integration with Nissan Motor.
Notably, last December, both companies confirmed their merger plans at a joint press conference and said they aim for a completion date of August 2026.
The companies were considering including Mitsubishi Motors in the new consolidated company. If successful, the merger would have created the world’s third-largest automobile group based on global sales volume.
Since signing the MOU, both companies’ management teams, including their CEOs, have evaluated the market environment, integration objectives, and post-merger strategies.
They also conducted consultations with key stakeholders before making the decision to discontinue the discussions.
During discussions, Honda proposed shifting from the initially outlined joint holding company—where it would appoint the majority of directors and the CEO—to a structure in which Honda would become the parent company and Nissan the subsidiary through a share exchange.
However, both companies determined that, given the need for rapid decision-making and execution in an increasingly volatile market driven by electrification, it was best to terminate the MOU.
Moving forward, Nissan and Honda plan to collaborate through a strategic partnership focused on intelligence and electrified vehicles.
With the termination of the deal, the private equity firm KKR & Co. Inc. (NYSE:KKR) is reportedly planning to invest in Nissan, as per Bloomberg.
Also, Foxconn Technology Group confirmed Wednesday it would consider acquiring Renault’s stake in Nissan as part of a broader strategy to expand its electric vehicle manufacturing business.
HMC Results: In a separate release, Honda reported nine-month EPS of JPY169.69 (Japanese yen) ($1.1142), lower than JPY176.78 in the comparable period, while sales of JPY16.3 trillion rose 8.9% year over year.
The company maintained its guidance for an operating profit of JPY1.420 trillion and a profit attributable to owners of the parent company of JPY950 billion.
Meanwhile, Honda raised the guidance for FY25 sales by JPY600 billion to JPY21.600 trillion.
Price Action: HMC shares are up 2.56% at $28.29 at the last check Thursday.
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