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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 ¥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.
Consolidated vehicle sales for the first half reached 4,783 thousand units, up 5.0% year-over-year, with growth in both Japan and overseas markets.
Electrified vehicle ratio rose to 46.9%, led by strong hybrid sales in North America and China.
Interim dividend raised to ¥45 per share, with a full-year forecast of ¥95 per share; share repurchase program of up to ¥3.2 trillion established.
New Century brand launched, expanding the group’s brand strategy and product diversity.
Financial highlights
Sales revenues for the first half: ¥24,630.7 billion, up 5.8% year-over-year; operating income: ¥2,005.6 billion, down 18.6% year-over-year; net income: ¥1,773.4 billion, down 7.0% year-over-year.
Full-year sales revenue forecast: ¥49,000.0 billion; operating income: ¥3,400.0 billion; net income: ¥2,930.0 billion.
Operating income margin for the first half: 8.1% (down from 10.6% YoY); net margin: 7.2% (down from 8.2% YoY).
Financial Services segment operating income increased due to higher loan balances and valuation gains on U.S. interest rate swaps.
Earnings per share (basic): ¥136.07 (down from ¥142.15 YoY).
Outlook and guidance
Full-year vehicle sales forecast for Toyota and Lexus revised upward by 100,000 units to 10.5 million; consolidated vehicle sales forecast at 9,800 thousand units.
Full-year ForEx assumptions: ¥146/USD and ¥169/EUR.
Despite a ¥1,450.0 billion impact from U.S. tariffs, improvement efforts are expected to yield a positive ¥900 billion impact.
Dividend per share forecast at ¥95, up 5 yen YoY.
Continued focus on productivity, breakeven volume reduction, and operational foundation reinforcement.
Breakeven volume reduction strategy
Mid-term product pipeline impact from past issues
Strategy for 3M domestic production in Japan
What specific actions reduce breakeven volume?
How will BEV demand shortfall impact future plans?
What specific initiatives doubled value chain profit?
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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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