Q4 2025 Hyundai Motor Co Earnings Call Transcript

Jan 28, 2026 / 05:10 AM GMT

Release Date Price: $89

Transcript

Key Points

Positve

Hyundai Motor Co (XKRX:005380) achieved record high fourth-quarter revenue despite challenging market conditions.
The company surpassed 1 million wholesale units in the US market for the first time, driven by strong hybrid sales and a diversified SUV lineup.
Eco-friendly vehicle sales rose significantly, with hybrid sales growing 15.3% year-over-year.
Hyundai Motor Co's revenue from the finance division increased by 9.2% year-over-year due to interest rate cuts and FX fluctuations.
The company declared a year-end dividend, maintaining a commitment to shareholder returns despite a decline in net income.

Negative

Operating income decreased by 39.9% year-over-year, impacted by tariffs and increased incentives.
Net income fell by 52.1% year-over-year to 1.2 trillion won.
Sales in Europe decreased by 11.6%, affected by revised EV incentives in key countries.
The cost of goods sold ratio increased by 2.8 percentage points year-over-year, impacting profitability.
Hyundai Motor Co faced intensified competition in key markets, leading to higher incentives and reduced profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

005380.KS - Hyundai Motor Co
Q4 2025 Hyundai Motor Co Earnings Call
Jan 29, 2026 / 05:10AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello, this is Michael Yoon, head of IR Group. Welcome everyone to Hyundai Motor Company 2025 Q4 business results conference call. On behalf of Hyundai Motor Company, I appreciate your time for joining today's call.

And please refer to the presentation HMC 2025 Q4 business results on the website. The presentation includes quarterly key messages, sales performance, and profit analysis. And for quarterly summarized cash flow statement and detailed regional sales breakdowns, please refer to the appendix.

1st 24 key messages.

Despite concerns over tariff impact and the resulting slowdown in demand, strong sales performance led to the highest 4th quarter revenue on record.

Particularly in the US market, we

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.