Research analysts who have asked questions during TOYOTA MOTOR CORP/ earnings calls.
Recent press releases and 8-K filings for TM.
Toyota Motor Corporation Reports First Half 2026 Financial Results
TM
Earnings
Legal Proceedings
- Toyota Motor Corporation reported a rise in total sales revenues to ¥24,630,753 million for the first half ended September 30, 2025, up from ¥23,282,450 million in the prior year period.
- For the first half ended September 30, 2025, operating income decreased to ¥2,005,692 million from ¥2,464,217 million, and net income attributable to Toyota Motor Corporation also declined to ¥1,773,426 million (EPS of ¥136.07) from ¥1,907,113 million (EPS of ¥142.15) in the same period last year.
- As of September 30, 2025, total assets were ¥97,574,878 million and total shareholders' equity was ¥38,456,954 million.
- The Department of Justice and the SEC concluded their anti-bribery investigations into a Thai subsidiary in June 2025.
8 days ago
Toyota Achieves Record Global Sales in October 2025
TM
Revenue Acceleration/Inflection
- Toyota Motor Corporation achieved record global sales of over 1 million vehicles in October 2025, marking a 3% year-over-year increase.
- This growth was primarily driven by strong demand in the U.S. market, which saw a 12% sales rise, largely due to the popularity of hybrid vehicles.
- Hybrid vehicles constituted 42% of Toyota's total sales in the first ten months of 2025, underscoring the company's focus on electrification.
- Despite overall growth, Toyota experienced sales declines of 6.6% in China and 4.2% in Japan during October.
- In the Philippines, Toyota recorded its best-ever monthly sales figure in October, selling 20,404 units and capturing over 50.99% of the market share.
Nov 26, 2025, 1:42 AM
Toyota announces $912 million investment for U.S. hybrid production expansion
TM
New Projects/Investments
Hiring
- Toyota is investing $912 million across five U.S. manufacturing plants to boost hybrid vehicle production and create 252 new jobs.
- This investment will increase hybrid capacity and introduce hybrid-electric Corollas to be assembled in the U.S. for the first time at the Mississippi plant.
- The plants receiving investments are located in West Virginia ($453 million), Kentucky ($204.4 million), Mississippi ($125 million), Tennessee ($71.4 million), and Missouri ($57.1 million).
- This initiative is part of Toyota's broader commitment to invest up to $10 billion in its U.S. operations over the next five years.
Nov 18, 2025, 1:00 PM
Toyota Begins U.S. Battery Production and Announces Further Investment
TM
New Projects/Investments
Hiring
Product Launch
- Toyota has commenced production at its new $13.9 billion battery plant in Liberty, North Carolina, which is its eleventh U.S. plant and the company's first battery plant outside of Japan.
- This facility is projected to create up to 5,100 new American jobs and will have an annual production capacity of 30 GWh at full capacity.
- The company also announced an additional U.S. investment of up to $10 billion over the next five years, bringing its total U.S. investment to nearly $60 billion since beginning operations nearly 70 years ago.
- Furthermore, Toyota's USA Foundation has committed an additional $2.7 million in education grants to local schools in Guilford County and the Asheboro City School District.
Nov 12, 2025, 3:00 PM
Elliott Challenges Toyota Industries' ¥4.7 Trillion Buyout Plan
TM
M&A
Takeover Bid
- Elliott Investment Management has increased its stake in Toyota Industries to nearly 5% and is publicly criticizing the proposed ¥16,300 per share buyout offer, stating it undervalues the company.
- Analysts have valued Toyota Industries at over ¥19,000 per share, and the company's shares have recently traded above the offer price, reflecting market resistance to the current terms.
- Elliott has raised concerns about the lack of transparency and governance practices surrounding the proposed ¥4.7 trillion ($30.5 billion) buyout, which is expected to commence next year.
Nov 11, 2025, 9:49 AM
Toyota Raises FY2026 Profit Forecast
TM
Earnings
Guidance Update
- Toyota Motor Corporation has raised its operating income forecast for the fiscal year ending March 2026 to 3.4 trillion yen, up from an earlier estimate of 3.2 trillion yen, driven by strong demand for Toyota and Lexus vehicles.
- The company projects sales of 10.5 million units for Toyota and Lexus brands for FY2026 and expects sales revenues of 49 trillion yen and basic earnings per share of 224.81 yen for the same period.
- New U.S. import tariffs are now expected to cost Toyota 1.45 trillion yen, which the company is absorbing instead of passing on to customers.
- For the quarter ended September 2025, Toyota reported an operating profit of 834 billion yen, net income of 972.9 billion yen, and revenue of 12.38 trillion yen, exceeding analyst estimates despite tariff pressures.
Nov 5, 2025, 1:48 PM
Toyota Motor Corporation Reports FY2026 Semi-Annual Financial Results and Updates Full-Year Forecast
TM
Earnings
Guidance Update
Dividends
- For the first half of FY2026 (April 1, 2025, through September 30, 2025), Toyota Motor Corporation reported sales revenues of 24,630,753 million yen, an increase of 5.8% from the previous first half, while operating income decreased by 18.6% to 2,005,692 million yen, and net income attributable to Toyota Motor Corporation decreased by 7.0% to 1,773,426 million yen.
- The company updated its full-year FY2026 forecast (April 1, 2025, through March 31, 2026), projecting sales revenues of 49,000,000 million yen (up 2.0% from FY2025), operating income of 3,400,000 million yen (down 29.1% from FY2025), and net income attributable to Toyota Motor Corporation of 2,930,000 million yen (down 38.5% from FY2025).
- Toyota announced an interim cash dividend of 45 yen per share for FY2026 and a full-year forecast of 95 yen per share, both representing an increase of 5 yen year-over-year.
- The decrease in first-half operating income was primarily attributed to increased expenses and negative effects of exchange rates , with North America recording an operating loss of 67.8 billion yen.
Nov 5, 2025, 11:02 AM
Toyota Motor Announces Q2 2026 Financial Results and FY 2026 Forecast
TM
Earnings
Guidance Update
Dividends
- For Q2 2026, Toyota reported consolidated sales revenues of 24,006.3 billion yen, operating income of 2,005.6 billion yen, and net income of 1,773.4 billion yen.
- The full-year FY 2026 forecast includes operating income of 3,400 billion yen, sales revenues of 49,000 billion yen, and net income of 2,930 billion yen. The forecast for Toyota Lexus vehicle sales was revised upward by 100,000 units to 10,500,000 units.
- The interim dividend was raised to 45 yen per share, and the full-year dividend forecast increased to 95 yen per share.
- The company anticipates a 1,450 billion yen impact from U.S. Tariffs, which is being partially offset by 900 billion yen in improvement efforts. Strong demand, particularly in Japan and North America, contributed to increased sales volumes, with electrified vehicles representing 46.9% of sales.
Nov 5, 2025, 5:30 AM
Nextbase Introduces Vehicle Accessory as a Service (VaaS) and Partners with Mazda USA
TM
Product Launch
New Projects/Investments
- Nextbase introduced its Vehicle Accessory as a Service (VaaS) platform at SEMA 2025, designed to help automakers integrate dash cams and connected safety accessories into their portfolios.
- Mazda USA is collaborating with Nextbase as its trusted dash cam partner, planning to offer Nextbase dash cams as part of its accessory lineup in 2026.
- The VaaS model provides a turnkey solution for vehicle manufacturers, covering product type, certification, distribution, installation, marketing, and after-sale support.
- This initiative aims to enable automakers like Mazda to unlock new revenue growth and meet the increasing consumer demand for dash cams at the vehicle purchase point.
- Nextbase has a proven track record with over 5.5 million dash cams sold worldwide and existing partnerships with major global OEMs such as Toyota, Kia, and Volkswagen.
Nov 4, 2025, 2:00 PM
Yokogawa Electric and Saudi Aramco Implement Autonomous Control AI at Gas Plant
TM
New Projects/Investments
Product Launch
- Yokogawa Electric and Saudi Aramco have introduced multiple interconnected autonomous control AIs at the Fadhili Gas Plant, marking a historic milestone for industrial AI solutions.
- The AI solution directly and optimally controls the operation of the Acid Gas Removal (AGR) unit, aiming to enhance operational efficiency.
- Initial evaluations indicate a 10-15% reduction in amine and steam usage and approximately 5% reduction in electricity consumption, alongside improved process stability and significantly reduced manual operator intervention.
Oct 29, 2025, 2:00 AM
Quarterly earnings call transcripts for TOYOTA MOTOR CORP/.
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