The earnings call highlights both significant achievements, such as strong operating income and increased electrified vehicle sales, and challenges, like U.S. tariffs and production issues in North America. While the company remains committed to growth and shareholder returns, uncertainties in the global market impact future outlooks.

Company Guidance

In the call, the company provided guidance for the fiscal year ending March 2026, projecting an operating income of JPY3.8 trillion, which is a decrease from the JPY4.8 trillion achieved in the fiscal year ended March 2025. Despite this anticipated decline in profits, the company plans to increase its full-year dividend to JPY95, up from JPY90 the previous fiscal year. The company expects consolidated vehicle sales to rise to 9.8 million units, a 4.7% increase from the previous year, with Toyota and Lexus vehicle sales projected to reach 10.4 million units, up 1.2%. Electrified vehicle sales are expected to account for 49.8% of total sales, reflecting a continued focus on hybrid and other electrified models. The guidance also factors in a JPY180 billion impact from U.S. tariffs for April and May 2025, alongside a JPY745 billion decrease due to foreign exchange impacts. The company highlighted its strategic focus on reinforcing its operational foundation, developing new profit pillars, and expanding its value chain profits as part of its long-term growth strategy.

Strong Operating Income

Operating income for the fiscal year ended March 2025 was JPY4.8 trillion, secured through price revisions and expansion of value chain profits. This was achieved despite challenges such as production suspension in Indiana.

Increase in Electrified Vehicle Sales

The proportion of electrified vehicles was 46.2%, a significant increase from the previous fiscal year, with HEVs increasing by 850,000 units.

Commitment to Shareholder Returns

The full-year dividend for the fiscal year ended March 2025 increased by JPY15 to JPY90, with a forecasted increase to JPY95 for FY2026.

Focus on Sustained Growth

Efforts to strengthen management foundation and develop new profit pillars for sustainable growth, with an emphasis on transforming into a mobility company.

Improved Profitability

Consistent achievement of ROE over 10% with significant improvements in profitability, including increasing marginal profit per unit by approximately 1.6x.

Toyota Motor (TM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q2)	3.55 / -	2.796	―	―	―
Aug 07, 2025	2026 (Q1)	4.11 / 4.38	6.596	-33.64% (-2.22)		―
May 08, 2025	2025 (Q4)	2.79 / 3.56	4.76	-25.23% (-1.20)
Feb 05, 2025	2025 (Q3)	6.35 / 10.90	6.795	60.37% (+4.10)		―
Nov 06, 2024	2025 (Q2)	5.04 / 2.80	6.26	-55.34% (-3.46)
Aug 01, 2024	2025 (Q1)	5.56 / 6.60	6.752	-2.31% (-0.16)		―
May 08, 2024	2024 (Q4)	4.12 / 4.76	3.023	57.46% (+1.74)
Feb 06, 2024	2024 (Q3)	5.53 / 6.79	4.075	66.75% (+2.72)		―
Nov 01, 2023	2024 (Q2)	4.55 / 6.26	2.145	191.84% (+4.12)
Aug 01, 2023	2024 (Q1)	4.14 / 6.75	4.03	67.54% (+2.72)		―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$183.99	$181.49	-1.36%
May 08, 2025	$188.90	$187.92	-0.52%
Feb 05, 2025	$187.56	$195.35	+4.15%
Nov 06, 2024	$174.73	$175.15	+0.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.