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Toyota Motor Earnings Calls
| Release date | Nov 03, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Aug 07, 2025 |
| EPS estimate | JP¥60.56 |
| EPS actual | JP¥64.56 |
| EPS Surprise | 6.61% |
| Revenue estimate | 12.156T |
| Revenue actual | 12.253T |
| Revenue Surprise | 0.797% |
| Release date | May 08, 2025 |
| EPS estimate | JP¥41.15 |
| EPS actual | JP¥50.88 |
| EPS Surprise | 23.65% |
| Revenue estimate | 11.822T |
| Revenue actual | 12.363T |
| Revenue Surprise | 4.57% |
| Release date | Feb 04, 2025 |
| EPS estimate | JP¥98.64 |
| EPS actual | JP¥167.48 |
| EPS Surprise | 69.79% |
| Revenue estimate | 11.987T |
| Revenue actual | 12.391T |
| Revenue Surprise | 3.37% |
Last 4 Quarters for Toyota Motor
Below you can see how TYT.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 04, 2025 |
| Price on release | JP¥2,896.82 |
| EPS estimate | JP¥98.64 |
| EPS actual | JP¥167.48 |
| EPS surprise | 69.79% |
| Date | Price |
|---|---|
| Jan 29, 2025 | JP¥2,930.00 |
| Jan 30, 2025 | JP¥2,949.00 |
| Jan 31, 2025 | JP¥2,973.50 |
| Feb 03, 2025 | JP¥2,824.50 |
| Feb 04, 2025 | JP¥2,896.82 |
| Feb 05, 2025 | JP¥2,893.00 |
| Feb 06, 2025 | JP¥2,903.50 |
| Feb 07, 2025 | JP¥2,824.50 |
| Feb 10, 2025 | JP¥2,825.50 |
| 4 days before | -1.13% |
| 4 days after | -2.46% |
| On release day | -0.132% |
| Change in period | -3.57% |
| Release date | May 08, 2025 |
| Price on release | JP¥2,706.00 |
| EPS estimate | JP¥41.15 |
| EPS actual | JP¥50.88 |
| EPS surprise | 23.65% |
| Date | Price |
|---|---|
| May 01, 2025 | JP¥2,751.00 |
| May 02, 2025 | JP¥2,780.00 |
| May 06, 2025 | JP¥2,780.00 |
| May 07, 2025 | JP¥2,706.00 |
| May 08, 2025 | JP¥2,706.00 |
| May 09, 2025 | JP¥2,706.00 |
| May 10, 2025 | JP¥2,706.00 |
| May 12, 2025 | JP¥2,706.00 |
| May 13, 2025 | JP¥2,850.00 |
| 4 days before | -1.64% |
| 4 days after | 5.32% |
| On release day | 0% |
| Change in period | 3.60% |
| Release date | Aug 07, 2025 |
| Price on release | JP¥2,723.00 |
| EPS estimate | JP¥60.56 |
| EPS actual | JP¥64.56 |
| EPS surprise | 6.61% |
| Date | Price |
|---|---|
| Aug 01, 2025 | JP¥2,724.50 |
| Aug 04, 2025 | JP¥2,675.00 |
| Aug 05, 2025 | JP¥2,679.00 |
| Aug 06, 2025 | JP¥2,679.00 |
| Aug 07, 2025 | JP¥2,723.00 |
| Aug 08, 2025 | JP¥2,773.00 |
| Aug 11, 2025 | JP¥2,773.00 |
| Aug 12, 2025 | JP¥2,855.00 |
| Aug 13, 2025 | JP¥2,855.00 |
| 4 days before | -0.0551% |
| 4 days after | 4.85% |
| On release day | 1.84% |
| Change in period | 4.79% |
| Release date | Nov 03, 2025 |
| Price on release | JP¥3,138.00 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Oct 28, 2025 | JP¥3,186.51 |
| Oct 29, 2025 | JP¥3,146.00 |
| Oct 30, 2025 | JP¥3,146.00 |
| Oct 31, 2025 | JP¥3,138.00 |
| Nov 03, 2025 | JP¥3,138.00 |
| Nov 04, 2025 | JP¥3,155.00 |
| Nov 05, 2025 | JP¥3,040.00 |
| Nov 06, 2025 | JP¥3,139.00 |
| Nov 07, 2025 | JP¥3,118.00 |
| 4 days before | -1.52% |
| 4 days after | -0.637% |
| On release day | 0.542% |
| Change in period | -2.15% |
Toyota Motor Earnings Call Transcript Summary of Q2 2026
Key points for investors:
- Financial results: H1 operating income JPY 2.006 trillion; H1 net income JPY 1.773 trillion. Full-year (FY Mar '26) guidance: sales JPY 49 trillion, operating income JPY 3.4 trillion, income before income taxes JPY 4.18 trillion, net income JPY 2.93 trillion. Consolidated vehicle sales H1: ~4.78 million units (105% YoY); Toyota & Lexus combined H1: ~5.27 million units (104.7% YoY). Electrified vehicles share rose to 46.9%.
- U.S. tariffs: Estimated negative impact ~JPY 1.45 trillion on operating income. Management emphasizes measured responses (pricing and product-by-product/market assessment) and improvement measures offsetting part of the impact (management cites ~JPY 0.9 trillion of positive effects from volume, mix, cost reductions and value-chain expansion).
- Value chain and recurring revenue: Value-chain operating income expanded (management cites roughly JPY 2 trillion annual scale from services/used cars/finance/insurance), driven by larger installed base (~150 million vehicles) and stronger dealer/customer touchpoints.
- Shareholder returns: Interim dividend raised to JPY 45/share (+JPY 5 vs prior year); full-year dividend forecast JPY 95/share (+JPY 5). No new large share buyback program now (previous JPY 3.2 trillion program tied to Toyota Industries privatization); flexible repurchases may continue.
- Operational focus and risks: Management flags that certification issues earlier have been addressed and production stability improved, but investments and tariffs have increased break-even volume. They are launching company-wide productivity and allocation reviews to reduce break-even level (eliminate waste, improve value-added work). China and other regions showed operating income growth; North America affected by tariffs but demand remains strong.
- Strategy highlights: Brand architecture clarified (Toyota, Lexus, Daihatsu, GR, new Century); software-defined vehicle (SDV) strategy introduced (RAV4 on Arene platform to accelerate software capability and data-driven improvements). Local production and procurement remain priorities (including investments in U.S. battery capacity), while maintaining ~3 million units domestic capacity in Japan is a strategic objective.
- Other operational notes: Monitoring semiconductor supply-chain risks (e.g., Nexperia) and looking for alternatives; no material impact reported yet. Management continues to consider local/regional production adjustments (including potential reverse imports and U.S. investments) while balancing customer value and cost competitiveness.
