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Subaru Corporation

Subaru Corporation manufactures and sells automobiles and aerospace products across Japan, the rest of Asia, North America, Europe, and other international markets. It operates through three segments: Automotive, Aerospace, and Others. Its activities include manufacturing, selling, and repairing automobiles and related components, aircraft, space-related devices and parts, as well as real estate rental and management, vehicle shipping, land freight and warehousing, vehicle leasing and financing, and aircraft inspection, service, and maintenance. The company was formerly known as Fuji Heavy Industries Ltd. and changed its name to Subaru Corporation in April 2017. Founded in 1917, it is headquartered in Tokyo, Japan.

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News & notes moving 7270.JP
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7270.JP▼2

Japanese Automakers' U.S. New-Car Sales Up 1.0% Combined, Led by Toyota, Honda, Nissan

Combined U.S. new-car sales for six Japanese automakers in the January-September 2026 period came to 4,596,858 units, up 1.0% from a year earlier, according to figures the companies released on the 1st. Toyota, Honda and Nissan all posted gains, as sales of fuel-efficient hybrids and affordably priced passenger cars grew amid prolonged high fuel prices. Toyota rose 0.6% to 1,876,614 units, with sales expanding mainly for hybrids such as its flagship Camry sedan and the 4Runner sport-utility vehicle; the RAV4 SUV slipped on the impact of a model changeover but its hybrid version has been performing well recently. Honda also saw hybrids drive growth, rising 4.7% to 1,149,261 units, with the Accord sedan and CR-V SUV boosting sales, while Nissan gained 0.6% to 716,283 units on strength in its Frontier pickup truck. Subaru, meanwhile, fell 1.5%, Mazda dropped 2.9% and Mitsubishi Motors declined 6.6%.
7201.JP · Demand · Positive Nissan's U.S. new-car sales rose 0.6% to 716,283 units in Jan-Sep 2026, led by Frontier pickup strength.
7203.JP · Demand · Positive Toyota's U.S. sales rose 0.6% to 1,876,614 units, led by hybrid Camry and 4Runner demand.
7211.JP · Demand · Negative Mitsubishi Motors' U.S. sales dropped 6.6%, the steepest decline among the six automakers.
7261.JP · Demand · Negative Mazda's U.S. sales fell 2.9% in the January-September period.
7267.JP · Demand · Positive Honda's U.S. sales rose 4.7% to 1,149,261 units, driven by hybrid Accord and CR-V demand.
7270.JP · Demand · Negative Subaru's U.S. sales declined 1.5% in the January-September period.
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Jiji Press·3dRead more →
United States
7270.JP▲

Subaru Debuts Limited-Production 2027 WRX GD25 and BRZ ZC15 at Boxerfest 2026

Subaru of America, Inc. unveiled anniversary editions of its 2027 Subaru WRX and 2027 Subaru BRZ sports cars at Boxerfest 2026 in York, Pennsylvania, honoring the chassis codes of the models when they first arrived in the U.S. 25 and 15 years ago. The 2027 Subaru WRX GD25 is limited to 350 units, painted exclusively in World Rally Blue with gold-painted 19-inch alloy wheels, gold-painted Brembo calipers, Bridgestone Potenza S007 tires, and a dry carbon fiber swan-neck rear wing from Subaru Tecnica International, the same component used on Travis Pastrana's WRX ARA25L rally car. It is powered by a 271-horsepower, 2.4-liter turbocharged SUBARU BOXER engine with Symmetrical All-Wheel Drive and a 6-speed manual transmission with an STI short shifter, and arrives in summer 2027. The 2027 Subaru BRZ ZC15 is limited to 300 units, painted exclusively in Ceramic White with matte bronze wheels, gold-painted Brembo calipers, and bronze side-sill decals, and is powered by a 228-horsepower, 2.4-liter SUBARU BOXER engine paired exclusively with a 6-speed manual transmission driving the rear wheels, arriving in early 2027. Reservations for both models begin in 2026, with detailed specifications and pricing to be announced closer to market launch.
Subaru of America, Inc. · Technology · Positive Subaru of America itself unveiled the 2027 WRX GD25 and BRZ ZC15 anniversary editions at Boxerfest 2026.
7270.JP · Technology · Positive Subaru unveils limited-production 2027 WRX GD25 and BRZ ZC15 anniversary sports cars at Boxerfest 2026.
Subaru Tecnica International · Demand · Positive STI supplies the dry carbon fiber swan-neck rear wing used on the 2027 WRX GD25.
5108.JP · Demand · Positive Bridgestone Potenza S007 tires are specified as original equipment on the limited-run 2027 WRX GD25.
Brembo S.p.A. · Demand · Positive Gold-painted Brembo calipers are fitted to both the 2027 WRX GD25 and BRZ ZC15 anniversary editions.
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PR Newswire·6dRead more →
United States
Smart City / Autonomous Infrastructure▲

Motorq and Subaru of America Partner to Bring Native Vehicle Telematics to Fleets

Motorq and Subaru of America announced a partnership to stream native Subaru telematics directly into Motorq's Connected Vehicle Intelligence platform for fleet operators, beginning with model year 2027 vehicles. The agreement marks the first time Subaru has made embedded vehicle data available directly to fleet operators in the United States, and expands Motorq's integrated footprint to 13 global original equipment manufacturers and 25+ brands. Under the partnership, Subaru's Connected Services platform will stream vehicle telemetry directly to Motorq, which will ingest, unify, and normalize signals such as vehicle location, odometer readings, and verified diagnostic trouble codes from Subaru's embedded sensors, with Motorq's Fuse AI generating maintenance and cost-saving recommendations. Fleet administrators can manage driver consent centrally, and Subaru's Fleet Connectivity Program is available on telematics-enabled model year 2027 gas and hybrid vehicles, with prepaid connectivity addable at vehicle ordering. Motorq Co-Founder and CEO Arun Rajagopalan said the partnership bridges factory connectivity and fleet software at a fraction of the cost of aftermarket devices, while Subaru of America Vice President of Field and Distributor Operations Tim Tagye said it gives operators direct, intelligent visibility into their fleets.
About megatrends
Smart City / Autonomous Infrastructure › Connected Fleet & Telematics ▲Technology
Motorq · Demand · Positive Motorq gains Subaru as a partner, expanding its platform to 13 OEMs and 25+ brands with native Subaru telematics data.
Subaru of America, Inc. · Demand · Positive Subaru of America's first direct fleet telematics offering expands its Fleet Connectivity Program to fleet operators via Motorq.
7270.JP · Demand · Positive Subaru's telematics data will be streamed to Motorq for fleet operators, opening a new fleet channel for its connected vehicles starting MY2027.
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PR Newswire·10dRead more →
JapanUnited States
Semiconductors▲3

Subaru Partners With onsemi to Evaluate Embedded Power Platform for Future EVs

Subaru has entered a strategic collaboration with onsemi to evaluate its Embedded Power Platform, a step toward integrating next-generation power architectures into future electric vehicles. Under the partnership, Subaru gains early access to engineering samples and technical expertise as it assesses whether onsemi's power semiconductor integration can deliver scalable, efficient solutions for vehicle electrification. The two companies said the work will explore how a more integrated power system design can improve vehicle performance, efficiency and design flexibility as automakers expand their electrified lineups. The collaboration was announced by onsemi on GlobeNewswire.
About megatrends
Semiconductors › Analog, Power & Discrete ▲Demand
Electrification & Mobility › EV Power Semiconductors (SiC / IGBT) ▲Technology
Electrification & Mobility › Western / Legacy & Pure-play OEMs Technology
7270.JP · Technology · Positive Subaru gains early access to onsemi engineering samples and expertise to evaluate integrated power architecture for future EVs.
ON · Demand · Positive Subaru partnership gives onsemi a design-win opportunity for its Embedded Power Platform in future EVs.
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Simply Wall St·16dRead more →
United StatesJapan
Electrification & Mobility

onsemi Unveils Embedded Power Platform, Plans 2026 Sampling

onsemi unveiled its Embedded Power Platform, a wafer-level power solution that integrates silicon, silicon carbide and gallium nitride dies to deliver higher power density and system-level co-optimization for AI infrastructure and electrified vehicles, with sampling planned to begin in 2026. The company also announced a technology engagement giving Subaru early access to the platform, a move that highlights how closer co-design around compact, efficient power electronics could influence future electrified vehicle architectures and development timelines. The platform fits onsemi's push to move more of its portfolio into higher-margin, system-level power solutions, coming after Q2 2026 results showed a return to profitability following a large one-off loss, with management guiding Q3 revenue to US$1,650 million to US$1,750 million. The company's narrative projects $9.0 billion in revenue and $2.5 billion in earnings by 2029, requiring 13.0% yearly revenue growth and about a $1.9 billion earnings increase from $630.2 million today. Near-term risks remain, including underutilized fabs and dependence on a still cyclical auto market.
About megatrends
Semiconductors › Analog, Power & Discrete ▲Technology
Electrification & Mobility › EV Power Semiconductors (SiC / IGBT) ▲Technology
Electrification & Mobility › E-motors, Inverters & Drivetrain Technology
Artificial Intelligence › AI Power & Cooling Technology
ON · Technology · Positive onsemi unveiled its Embedded Power Platform integrating Si, SiC and GaN dies for AI infrastructure and EVs, with 2026 sampling.
ON · Demand · Positive Subaru technology engagement gives onsemi early customer access/adoption for its new platform.
7270.JP · Technology · Neutral Subaru gets early access to onsemi's platform, a co-design engagement with unclear near-term financial impact.
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Simply Wall St·17dRead more →
JapanUnited States
7270.JP▼2

Toyota net profit hits 1.48 trillion yen, Honda up 2.3 times — Japan's top seven automakers report April–June results

The consolidated April–June results for Japan's seven major automakers are now in, with Toyota Motor posting a net profit of 1.477 trillion yen, up 75.6 percent year on year, and Honda roughly 2.3 times higher, as a weaker yen and reduced US tariff burdens lifted earnings. Nissan Motor and Mazda, which were in the red a year earlier, also swung to a profit, and six of the seven companies — all except Subaru — saw earnings improve. A weaker-than-expected yen and lower US tariff rates under the Japan–US agreement provided a tailwind, while sales in North America and Japan remained solid. Honda Chief Financial Officer Masao Kawaguchi noted that the surge in raw material prices triggered by worsening Middle East tensions had also eased from June and did not rise as much as anticipated.
7203.JP · Monetary · Positive Toyota's net profit rose 75.6% to 1.477 trillion yen, boosted by weaker yen and lower US tariffs.
7267.JP · Monetary · Positive Weaker yen and lower US tariffs lifted Honda's earnings, with net profit roughly 2.3 times higher.
7201.JP · Monetary · Positive Nissan swung to profit, benefiting from weaker yen and reduced US tariff burdens.
7261.JP · Monetary · Positive Mazda swung to profit, aided by weaker yen and reduced US tariff burdens.
7270.JP · Monetary · Negative Subaru was the only automaker with earnings decline, despite weaker yen and tariff relief.
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時事通信·60dRead more →
JapanUnited States
7270.JP▼2

Subaru's April–June net profit falls 10% as it enters North American auto finance business

Subaru reported consolidated net profit of 49.1 billion yen for the April–June quarter of 2026, down 10.3% from the same period a year earlier. While a weaker yen, reduced impact from U.S. tariffs, and cost reduction efforts provided some support, the decline was driven by lower sales in its key U.S. market, higher sales incentives, and rising raw material costs. The company left its full-year net profit forecast unchanged at 130 billion yen, up 43.1% from the previous year, but below the average analyst estimate of 162.9 billion yen. Global sales for the April–June quarter fell 9.5% year-on-year to 220,000 units, with U.S. sales dropping 12.3% to 150,000 units. Subaru also announced it will enter the auto sales finance business in North America, aiming to launch services such as auto loans and leasing by around 2030, as it seeks to expand earnings across the entire value chain.
7270.JP · Capital · Negative Net profit fell 10% and full-year forecast missed analyst estimates, while entering finance business adds costs.
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Reuters·60dRead more →
7270.JP▲

Chrysler ranks last in ACSI mass market survey as sales plunge 80% over two decades

Chrysler scored 67 out of 100 in the ACSI Automobile Study 2026, the lowest among 16 mass market brands and well below the segment average of 78. Toyota led the mass market rankings with a score of 83, followed by Subaru at 81. The survey, based on 6,699 responses collected from July 2025 to June 2026, evaluated factors including comfort, driving performance, safety, dependability, and technology. Chrysler, owned by Stellantis, sold fewer than 125,000 vehicles in 2024, an 80% decline from nearly 600,000 in 2005, and now offers only two minivan models. Stellantis has signaled a desire to revive the brand, but expanding the lineup into SUVs or pickups would create direct competition with its own Jeep and Ram brands, making a meaningful recovery nearly impossible without billions in investment.
STLA · Demand · Negative Chrysler brand, owned by Stellantis, ranks last in ACSI survey and sales have plunged 80% over two decades, indicating weak consumer demand for its products.
7203.JP · Demand · Positive Toyota leads ACSI mass market survey with score of 83, reflecting high customer satisfaction and demand.
7270.JP · Demand · Positive Subaru ranks second in ACSI mass market survey with score of 81, indicating strong customer satisfaction and demand.
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Yahoo Finance·75dRead more →
Electrification & Mobility▲

US EV Sales Jump 15% as Toyota, Subaru Launch New Electric Models

U.S. electric-vehicle sales rose 15% in the second quarter to 247,226 units, driven by new model launches from Toyota and Subaru. Toyota tripled its U.S. EV sales with the BZ Woodland and C-HR, while Subaru doubled its EV sales after introducing the Trailseeker and Uncharted. Total industry volume remained more than 20% below the same period last year. In the used-EV market, second-quarter transactions rose 22% from a year earlier, and since the war in Iran began, the average U.S. transaction price for a used EV has increased 12% to $38,342, twice the rate of increase for used gasoline-powered vehicles, according to Cox Automotive.
About megatrends
Electrification & Mobility › Passenger EV OEMs (BEV / PHEV) ▲Demand
Electrification & Mobility › Western / Legacy & Pure-play OEMs ▲Demand
7203.JP · Demand · Positive Toyota tripled its U.S. EV sales with new model launches, showing increased demand.
7270.JP · Demand · Positive Subaru doubled its EV sales after launching new models, indicating strong demand.
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GuruFocus·80dRead more →
Electrification & Mobility▲

Yen Slide Could Hand Japan Automakers $5.8 Billion Boost

Japan's weakening yen could deliver a combined profit upside of roughly 934 billion yen, or $5.8 billion, to the country's major automakers if the currency stays near current levels, according to Bloomberg estimates. Toyota, Honda, Nissan, Subaru, and Mazda all used more conservative exchange-rate assumptions in their forecasts, with Toyota's May forecast assuming 150 per dollar while the yen has been trading around 161. Toyota estimates that every 1 yen decline against the dollar adds 50 billion yen to operating profit, and Bloomberg-compiled analyst estimates average 4 trillion yen for Toyota's operating profit, above its 3 trillion yen forecast. The setup could strengthen further as energy and raw material costs ease, with crude down more than 30% in yen terms from its late-April peak, and Bloomberg Intelligence analyst Tatsuo Yoshida said the shift could become a major positive factor for Toyota and Honda. Outside automakers, the impact is more mixed, with airlines potentially benefiting from lower jet fuel prices but still facing dollar-linked cost pressures, while a survey showed 40.7% of companies said the late-May exchange rate near 159 per dollar had a negative impact.
About megatrends
Electrification & Mobility › Western / Legacy & Pure-play OEMs ▲Pricing
7203.JP · Monetary · Positive Weaker yen boosts profit forecasts; Toyota is the primary subject with specific estimates.
7267.JP · Monetary · Positive Weaker yen boosts profit forecasts; Honda benefits from favorable exchange rate.
7201.JP · Monetary · Positive Weaker yen boosts profit forecasts; Nissan benefits from favorable exchange rate.
7261.JP · Monetary · Positive Weaker yen boosts profit forecasts; Mazda benefits from favorable exchange rate.
7270.JP · Monetary · Positive Weaker yen boosts profit forecasts; Subaru benefits from favorable exchange rate.
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GuruFocus·101dRead more →