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Toyota Motor (7203) investor relations material
Toyota Motor Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Operating income for the first half of FY2026 was JPY 2,005.6 billion, down 18.6% year-over-year, mainly due to U.S. tariffs, but strong demand in Japan and North America supported sales volume and value chain profits.
Sales revenues increased by 5.8% to JPY 24,630.7 billion, with consolidated vehicle sales rising 5.0% year-over-year to 4,783,000 units.
Net income attributable to shareholders fell 7.0% year-over-year to JPY 1,773.4 billion.
The company is focused on building a resilient profit structure, translating investments into productivity and returns, and maintaining stable dividend increases.
Interim dividend raised to JPY 45 per share, with a full-year forecast of JPY 95 per share.
Financial highlights
Sales revenues for the first half were JPY 24,630.7 billion, operating income JPY 2,005.6 billion, and net income JPY 1,773.4 billion.
Earnings per share (basic) was JPY 136.07, down from JPY 142.15 year-over-year.
Comprehensive income reached JPY 2,348.1 billion, up 45.5% year-over-year.
Electrified vehicles accounted for 46.9% of sales, led by strong hybrid demand in North America and China.
Hybrid vehicle sales reached 4.46 million units this year, up 200,000 from last year.
Outlook and guidance
Full-year FY2026 forecasts: sales revenues of JPY 49 trillion, operating income of JPY 3.4 trillion, and net income of JPY 2.93 trillion.
Earnings per share forecast is JPY 224.81.
Full-year consolidated vehicle sales forecast at 9,800,000 units, with Toyota Lexus vehicle sales forecast revised upward to 10.5 million units.
Forecast reflects a JPY 1.45 trillion full-year negative impact from U.S. tariffs, with improvement efforts expected to yield a positive JPY 0.9 trillion impact.
Forex assumptions: JPY 146 per USD and JPY 169 per EUR.
Breakeven volume reduction strategy
Mid-term product pipeline impact from past issues
Strategy for 3M domestic production in Japan
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Next Toyota Motor earnings date
Q3 20264 Feb, 2026
Next Toyota Motor earnings date
Q3 20264 Feb, 2026
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Frequently asked questions
Toyota Motor Corporation is a global automotive manufacturer primarily engaged in the design, production, and sale of a wide range of vehicles, including cars, trucks, and commercial vehicles. The company operates across multiple segments, including hybrid and electric vehicles, luxury vehicles, and commercial transportation solutions. Toyota also offers financial services related to vehicle purchases and leases, as well as an array of mobility solutions. The company is headquartered in Aichi Prefecture, Japan, and its shares are listed on the Tokyo Stock Exchange.
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