Toyota Industries (6201) investor relations material

Toyota Industries Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Q1 2026 earnings summary31 Jul, 2025

Executive summary

  • Net sales for 1Q FY2026 were ¥990.5B, down 3–3.4% YoY; operating profit was ¥52.4B, down 22.8–23% YoY; profit attributable to owners was ¥102.4B, down 7.9–8% YoY.

  • Declines in profit were due to lower unit sales, higher labor costs, adverse exchange rates, U.S. tariffs, and increased depreciation, partially offset by gains on subsidiary share sales.

  • All business segments are progressing mostly as planned, and the initial full-year forecast remains unchanged.

Financial highlights

  • Gross profit for the quarter was ¥228.0B, down from ¥245.3B YoY.

  • Earnings per share (basic and diluted) were ¥340.91, compared to ¥358.18 in the prior year.

  • Comprehensive income improved to ¥69.2B from a loss of ¥252.6B in the previous year.

  • Cash and cash equivalents increased to ¥452.1B, up 19% from the previous fiscal year-end.

  • Profit before income taxes: ¥121.0B, down 13.4% YoY.

Outlook and guidance

  • Full-year FY2026 forecast: net sales ¥4,000.0B (down 2.1% or up 2.1%), operating profit ¥180.0B (down 18.8%), profit attributable to owners ¥240.0B (down 8.5%).

  • Exchange rate assumptions for FY2026: USD/JPY 153, EUR/JPY 164; after Q2, ¥135/USD and ¥155/EUR.

  • Each business segment is progressing as planned and the full-year forecast remains unchanged.

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Frequently asked questions

Toyota Industries Corporation is a Japan-based conglomerate primarily engaged in the manufacturing and sale of industrial equipment, automotive components, and logistics solutions. The company's operations include the production of forklifts and material handling systems, engines, car air-conditioning compressors, and electronic parts for automotive applications. Toyota Industries is also a significant shareholder in Toyota Motor Corporation and supports the automotive industry through its vehicle assembly and component manufacturing. The company is headquartered in Kariya, Japan, and its shares are listed on the Tokyo Stock Exchange.

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