Toyota raises FY26 revenue view to Y49T from Y48.5T

Raises operating income view Y3.4T from Y3.2T. Sees EPS Y224.81. The company said, “Despite the impact of U.S. tariffs, we have continued to build upon our improvement efforts such as increasing sales volume, improving costs, and expanding value chain profits. We are steadily translating comprehensive future investments into improved productivity and increased returns, with a strong focus on improving the break-even volume…Consolidated vehicle sales remain unchanged from the previous forecast. Toyota (TM)-Lexus vehicle sales has been revised upward by 100,000 units to 10.5 million units. Through the strong competitiveness of our products, we will capture even more robust demand, particularly in North America…In the midst of the impact of U.S. tariffs amounting to 1.45 trillion yen, our improvement efforts, such as increasing volume, model mix, improving costs, and expanding value chain profits are expected to result in an aggregate positive impact of 0.9 trillion yen. To maintain and strengthen our earning power, we will work with all stakeholders, including suppliers and dealers, to leverage the results of the reinforcement of our operational foundations efforts to further improve productivity.”