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Honda to Buy Ohio Battery Plant Assets From LGES for $2.9B

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Key Takeaways

  • Honda Motor agreed to buy Ohio building assets from LGES for about $2.86B, excluding land and equipment.
  • Sale-and-leaseback has Honda's U.S. unit buy the facility and lease it back to the JV for efficiency.
  • Full-scale operations are expected next year, supplying batteries for EVs and hybrids for Honda and Acura.

Honda Motor Co., Ltd. (HMC - Free Report) is set to acquire a factory building and related assets in Ohio from South Korea’s LG Energy Solution (“LGES”) in a deal valued at about $2.86 billion. The transaction, which excludes land and equipment, is intended to enhance operational efficiency at their joint venture, per a regulatory filing. The final price may change following due diligence and exchange-rate adjustments, with completion targeted for Feb. 28.

In 2022, Honda Motor and LGES selected Ohio for their planned $4.4 billion joint-venture (JV) battery plant. Through the purchase of the building assets, Honda said that it can make a long-term commitment to battery production and remain flexible in supplying batteries not only for electric vehicles but also for hybrids, per Reuters.

The transaction will be structured as a sale-and-leaseback, with Honda’s U.S. subsidiary buying the facility and leasing it back to the JV. The plant is expected to begin full-scale operations next year, producing batteries for Honda and its premium Acura brand in North America.

The move follows LGES’ announcement last week that Ford Motor had terminated an EV battery supply agreement valued at about 9.6 trillion won.

Honda Zacks Rank & Key Picks

HMC carries a Zacks Rank #4 (Sell) at present.

Some better-ranked stocks in the auto space are General Motors Company (GM - Free Report) , OPENLANE, Inc. (KAR - Free Report) and Garrett Motion Inc. (GTX - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for GM’s 2025 and 2026 EPS has improved 8 cents and 47 cents, respectively, in the past 30 days.

The Zacks Consensus Estimate for KAR’s 2025 sales and earnings implies year-over-year growth of 9.4% and 48.2%, respectively. EPS estimates for 2025 have improved 9 cents in the past 60 days. EPS estimates for 2026 have improved 2 cents in the past 30 days.

The Zacks Consensus Estimate for GTX’s 2025 sales and earnings implies year-over-year growth of 2.6% and 17.5%, respectively. EPS estimates for 2025 have improved a penny in the past 30 days. EPS estimates for 2026 have improved 8 cents in the past 60 days. 

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