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Company Research2 Sep 2024
The Toyota Way: Revolutionizing Global Manufacturing
Explore how Toyota's Lean Manufacturing and Kaizen principles revolutionized production and quality, setting global benchmarks for excellence.
Toyota (7203) investor relations material
Toyota Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Aug, 2025
Executive summary
Q1 FY2026 consolidated vehicle sales rose 7.1% year-over-year to 2,411K units, with strong growth in Japan (+14.2%) and overseas (+5.4%).
Sales revenue increased to ¥12,253.3B (+3.5% year-over-year), but operating income fell 10.9% to ¥1,166.1B.
Net income attributable to shareholders dropped 36.9% year-over-year to ¥841.3B.
Comprehensive income declined sharply to ¥840.8B from ¥2,196.8B a year earlier.
U.S. tariffs and external factors drove a downward revision of the full-year profit forecast.
Financial highlights
Operating income margin decreased to 9.5% from 11.1% year-over-year.
Net income margin dropped to 6.9% from 11.3% year-over-year.
Earnings per share fell to ¥64.56 from ¥98.99 year-over-year.
Cash and cash equivalents at quarter-end were ¥8,210.8B, down 8.6% from the previous year-end.
Share of profit from equity-method investments declined by ¥23.8B year-over-year.
Outlook and guidance
FY2026 full-year operating income forecast revised down to ¥3,200B (from ¥3,800B), mainly due to tariff and material cost impacts.
Net income forecast lowered to ¥2,660B (from ¥3,100B); sales revenue guidance unchanged at ¥48,500B.
Dividend per share maintained at ¥95.
Consolidated vehicle sales forecast unchanged at 9.8M units; electrified vehicles expected to comprise nearly 50%.
Earnings per share for the year are forecast at ¥204.09.
Explain the FY26 operating income decrease.
How do US tariffs impact operating income?
What drove financial services' income increase?
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Next Toyota earnings date
Q2 20265 Nov, 2025
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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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