Consumer Vehicles and Parts

SUBARU CORP

Subaru 2025 Fiscal Year Report Released: Revenue Slight Increase but Operating Profit Plummets 90%

Subaru FY26 Profit Plunges 73% but FY27 Net Income Expected to Surge 43%, Shares Rise 8.6%

Subaru Takes Impairment Charge on EV R&D Assets

Subaru Cuts 2026 Fiscal Year Operating Profit Forecast

Subaru Launches 2027 Forester Wilderness Hybrid SUV

Subaru to Launch New Electric SUV Uncharted in Mid-2026

Subaru Corporation Experiences Significant Short Position Decline

Subaru Recalls 69,153 Vehicles Due to Safety Hazards

Subaru Reports January 2026 Production and Sales Data

Subaru Reports 73.8% Drop in Net Income for Nine Months

Subaru Reports 9.1% Drop in January 2026 Auto Sales

Subaru reports 6.4% decline in global production in 2025

FUJHY

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Subaru has indefinitely postponed its in-house electric vehicle (EV) development, dropping 2028 as the target year. The decision follows a 90% plunge in operating profits, with significant losses attributed to tariffs and EV-related write-downs. The new EV factory will now focus on gas and hybrid models instead of electric vehicles, marking a retreat from previous commitments to develop up to four EVs by 2028.

Electrek

Subaru

Subaru indefinitely postpones in-house EVs after profits plunge 90%

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MZDAY

Mazda and Subaru have postponed the launch of their first dedicated electric vehicles, with Mazda delaying its debut to 2029 and reducing investments in EVs, focusing instead on hybrids. Subaru has also dropped its 2028 target for its electric models, reallocating resources towards hybrid and petrol vehicles. Both companies cite changing market conditions as reasons for the delays, with Subaru's plans for in-house electric models under review.

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Mazda Motor Corp.

Mazda Motor

CHANGAN AUTOMOBILE

Toyota Motor Corp.

Toyota Motor

Panasonic Corporation

Toyota

Mazda and Subaru postpone EV launches

In a report released yesterday, from Nomura maintained a Hold rating on SUBARU, with a price target of Yen2,700.00. The company’s shares closed yesterday at Yen2,385.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks SUBARU has an analyst consensus of Moderate Sell, with a price target consensus of Yen2,819.87.

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Nomura Holdings, Inc.

Nomura

SUBARU (FUJHF) Gets a Hold from Nomura

The introduction of Subaru's new AI 'EyeSight' system has sparked concerns over vehicle surveillance, as it monitors driver behavior and can take control of the car. This technology, mandated by federal regulations starting in 2027, raises fears of a dystopian future where personal autonomy is compromised. Critics argue that such systems could lead to excessive government control over personal movement, with privacy advocates warning about potential data misuse.

ZeroHedge

Cars Are Fast Becoming Dystopian Prison Pods...

Subaru has postponed its first in-house electric vehicles (EVs) to beyond 2028, focusing instead on hybrids and combustion models due to declining U.S. demand and tariffs. The company will continue to utilize Toyota platforms for current EVs like the Solterra and Trailseeker, avoiding high development costs. A $1.42 billion tariff impact and $362 million in EV-related write-downs have led to a 90% drop in profits, necessitating a strategic slowdown in EV development.

- Subaru has postponed its first in-house electric vehicles (EVs) to after 2028, concentrating instead on hybrids and combustion engines due to decreased demand in the U.S. and tariffs.  
- The company's existing EVs, like the Solterra and Trailseeker, will still rely on Toyota platforms, allowing Subaru to mitigate development expenses.  
- Financially, Subaru faced a $1.42 billion impact from tariffs and $362 million in EV-related write-downs, leading to a 90% decline in profits and a reevaluation of its EV strategy.

Toyota Motor Corporation ADRhedged

Subaru delays in-house EVs, extends reliance on Toyota platforms

Subaru Corp. reported a 73.1% drop in profit for FY26, despite a 2.1% increase in revenues. The company expects a significant profit surge in FY27, projecting a net profit of 130 billion yen, up 43.1%, and revenues of 5.20 trillion yen, up 8.7%. Following the announcement, Subaru's stock rose 8.6% to 2,607.50 yen.

rttnews

Subaru FY26 Profit Plunges, Revenues Rise, Sees Surge In FY27 Profit; Stock Climbs

Subaru has reduced the prices of the 2026 WRX by up to $3,775, aiding in the recovery from a significant sales decline in 2025. Despite the price cuts, some 2025 WRX models are still priced above MSRP due to shortages and increased buyer demand. However, the overall cost of ownership remains high due to elevated insurance, maintenance, and loan expenses.

Price cuts lift Subaru WRX sales amid market distortions

Subaru has introduced three electric SUVs, including the 2026 Solterra, Trailseeker, and Uncharted. With new leasing deals featuring 0% APR and a $2,000 cash bonus, these EVs are now cheaper to lease than Subaru's gas and hybrid SUVs. The updated 2026 Solterra boasts a longer driving range of up to 288 miles, improved charging capabilities, and a new design, making it a competitive option in the EV market.

Subaru’s new EVs are now cheaper to lease than its gas and hybrid SUVs

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The Subaru E-Outback, priced at S$215,800, is a unique electric vehicle (EV) that stands out with its boxy design and traditional controls. It features a powerful dual-motor setup delivering 381 horsepower and 536 Nm of torque, allowing it to accelerate to 100 km/h in 4.5 seconds. The E-Outback, an extended version of the Solterra, offers a spacious boot and user-friendly interior. It uses a 71 kWh battery from CATL, providing a range of 441 km and fast charging capabilities. Despite some drawbacks, it is considered one of the best EVs from Japan.

Businesstimes News

CATL

CATL HK SDR 30to1

Subaru e-Outback review: Japan’s best EV uses one key Chinese component

SUBARU CORP(7270.JP)