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Pre-earnings channel check · Automaker

Nissan Motor Co., Ltd. (NSANY) · Q2 FY2027

Q2 FY2027 (Nissan's fiscal 2026 second quarter; calendar Q3 2026) · published Oct 13, 2026 · 25 min read · reported Thu, Nov 5, 2026

What the report reads

Nissan Motor Co., Ltd.'s North American retail channel for the quarter: new and used sales against the market, price against sticker, dealer stock and Market Days Supply against peer brands, model and powertrain mix, used values behind the lease book, the cases for and against, management's last-quarter claims checked against the data, and the questions for the call. The call itself (the signal and its confidence) is in the report.

17 sections · 21 tables · methodology, quality checks and glossary included

Inside

Summary

  1. Our Overall Take
  2. The Quarter in Numbers
  3. Inventory and Pricing Risk
  4. Electric Vehicles, Geography and the Two Cases

Full analysis

  1. 01Overall Verdict and Confidence
  2. 02Signal Summary Table
  3. 03Detailed Sales Numbers
  4. 04Top Selling Models (New)
  5. 05What's Sitting on the Lots (Inventory)
  6. 06Pricing Discipline (Price vs. Sticker)
  7. 07Days to Sell and Market Days Supply
  8. 08Electric Vehicles and Hybrids
  9. 09The Positive Case
  10. 10The Negative Case
  11. 11ADid Management Get It Right Last Quarter?
  12. 11BWhat to Watch on the Earnings Call
  13. 12Methodology and Glossary

What this report covers

MarketCheck Compass data on new and used Nissan and INFINITI retail sales and dealer inventory in North America (US and Canada; the US accounts for 90.9% of the new vehicles sold measured here). Nissan's fiscal year runs April to March; July 1 – September 30, 2026 is the second quarter of what Nissan calls fiscal year 2026, labeled here Q2 FY2027 by the year in which it ends. What we cannot see: fleet and rental sales that are not advertised at retail, production and wholesale shipments, Nissan's sales-finance business (including its lease book), Japan, China, Europe, the Middle East and other markets, factory incentive spending, tariff costs and refunds, currency effects, raw-material costs, and one-time items. Nissan publishes U.S. unit sales but no U.S. retail price or inventory detail. Treat this report as one tile in the investment mosaic.

Not investment advice. MarketCheck is a data and analytics company, not a registered investment adviser or broker-dealer. The report describes North American retail vehicle activity only and carries its full disclosures.