Financial Performance (FY2026 First Half) - Operating income decreased to 20056 billion yen, a decrease of 4585 billion yen year-over-year[16] - Net income attributable to Toyota Motor Corporation decreased to 17734 billion yen[16] - Sales revenue increased to 246307 billion yen, an increase of 13483 billion yen[16] Vehicle Sales (FY2026 First Half) - Total retail vehicle sales reached 5643 thousand units, a 50% increase year-over-year[12] - Toyota and Lexus vehicle sales increased to 5267 thousand units, a 47% increase year-over-year[12] - Electrified vehicle sales accounted for 469% of total retail vehicle sales[12] FY2026 Forecast - The new forecast for sales revenues is 49 trillion yen, an increase of 500 billion yen from the previous forecast[40] - The new forecast for operating income is 34 trillion yen, an increase of 200 billion yen from the previous forecast[40] - The forecast for Toyota and Lexus vehicle sales is 105 million units, a 10% increase from the previous forecast[37] Shareholder Returns - The interim dividend is 45 yen per share, an increase of 5 yen year-over-year[6] - The full-year dividend forecast is 95 yen per share, an increase of 5 yen year-over-year[6]

Financial Data and Key Metrics Changes - The operating income for the first half of the fiscal year was 2 trillion yen, with a full-year forecast of 3.4 trillion yen despite U.S. tariffs [3][4] - Consolidated sales revenues reached 24 trillion yen, with net income of 1.7734 trillion yen [6][10] - The ratio of electrified vehicles rose to 46.9%, driven mainly by strong HEV sales in North America and China [5][6] Business Line Data and Key Metrics Changes - Consolidated vehicle sales for the first half reached 4.783 million units, representing a 5% increase year-on-year [5] - Toyota and Lexus vehicle sales totaled 5.267 million units, a 4.7% increase compared to the previous fiscal year [5] - Operating income in the Financial Services segment increased due to higher loan balances [7] Market Data and Key Metrics Changes - Operating income in Japan decreased due to exchange rate fluctuations and increased expenses [6][7] - North America saw a decrease in operating income primarily due to U.S. tariffs, while other regions experienced increases due to higher sales volumes [6][7] - The China business reported an increase in operating income and share of profit from investments [7] Company Strategy and Development Direction - The company aims to enhance product competitiveness and improve productivity while managing costs and expanding value chain profits [4][11] - A new brand strategy was introduced, including the launch of the Century brand, to better meet customer needs [12][55] - The company is focused on maintaining a diverse range of products to cater to individual customer preferences [4][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by U.S. tariffs but emphasized strong global demand for products [23][26] - The company is committed to improving breakeven volumes and enhancing operational foundations to strengthen earnings power [15][16] - Future investments will focus on local production and procurement to mitigate tariff impacts and enhance competitiveness [98][100] Other Important Information - The interim dividend was raised to 45 yen per share, with a full-year forecast of 95 yen per share [4][8] - The company plans to continue flexible share repurchases while considering stock prices [8] Q&A Session Summary Question: How has the company raised its earning power and how is it reflected in Q2 results? - Management highlighted strong global demand and product quality as key factors contributing to earning power, with operating income of 2 trillion yen for Q2 [23][25] Question: What countermeasures are being taken against semiconductor shortfalls? - Management stated that there has been no significant impact so far but is closely monitoring the situation and exploring alternatives [31][32] Question: What is the outlook for the North American market? - Management expects strong demand to continue, with no changes to vehicle sales forecasts despite tariff impacts [34][36] Question: What are the plans for maintaining production capacity in Japan? - Management emphasized the importance of maintaining 3 million units of domestic production and balancing local and overseas production [97][98] Question: How does the company view the impact of tariffs on regional sales operations? - Management noted that a diversified revenue structure mitigates the impact of tariffs, allowing for balanced operations across regions [92][93]

The carmaker now expects group vehicle sales to rise 2.6% to 11.30 million units. ...

Financial Performance - Toyota Motor Corporation reported a first-half net income attributable to the company of 1.77 trillion yen, a decline of 7.0% from the prior year [1] - Earnings per share decreased to 136.07 yen from 142.15 yen [1] - Operating income fell to 2.01 trillion yen, down 18.6% [1] - Automotive operating income decreased by 28.2%, primarily due to increased expenses [1] Sales and Projections - For the six months ended September 30, 2025, sales revenues reached 24.63 trillion yen, an increase of 5.8% [2] - Sales revenues from automotive operations rose by 4.8% to 22.1 trillion yen [2] - Consolidated vehicle unit sales increased by 5.0% to 4,783 thousand units, with Japan's sales up 3.3% and overseas sales up 5.4% [2] - For fiscal 2026, the company projects net income attributable to Toyota Motor of 2.93 trillion yen and sales revenues of 49.0 trillion yen [2]

Core Insights - Toyota Motor reported a nearly 28% year-on-year drop in operating profit for the quarter ended September, despite an over 8% increase in revenue [1][2] - The decline in profit marks the second consecutive quarter of falling profits due to U.S. tariffs, although a recent trade deal reduced tariffs on Japanese exports to the U.S. from 25% to 15% [2] - Japanese automobile exports to the U.S. experienced a significant decline, with a 24.2% drop in September, slightly better than the 28.4% drop in August [3] Financial Performance - Revenue for the quarter was reported at 12.38 trillion yen (approximately $81 billion), compared to 12.18 trillion yen in the previous year [4] - Operating profit was recorded at 834 billion yen, down from 863.1 billion yen [4] Sales Performance - Despite the challenges posed by tariffs, Toyota's vehicle sales, including its luxury brand Lexus, reached 5.3 million units from April to September, reflecting a 4.7% year-on-year increase [3]

IT之家 11 月 5 日消息，丰田汽车今日发布了 2026 财年第二财季（截至 2025 年 9 月 30 日）的报告： 2026 财年（2025 年 4 月~2026 年 3 月）经营利润为 3.40 万亿日元（现汇率约合 1576.21 亿元人民币），此前预计 3.20 万亿日元； 预计 2026 财年净利润为 2.93 万亿日元（现汇率约合 1358.32 亿元人民币），此前预计 2.66 万亿日元； 预计 2026 财年销售净额 49.00 万亿日元（现汇率约合 2.27 万亿元人民币），此前预计 48.50 万亿日元。 | (billions of yen) | | Previous Forecast 2025.4-2026.3 | New Forecast 2025.4-2026.3 | Change | FY2025 Results 2024.4-2025.3 | | --- | --- | --- | --- | --- | --- | | Sales Revenues | | 48,500.0 | 49,000.0 | +500.0 | 48,036.7 | | Operating Inc ...

（文章来源：第一财经） 丰田汽车发布财报，2026财年第二财季销售净额12.38万亿日元，经营利润8395.5亿日元。预计本财年经 营利润为3.4万亿日元，而此前预计为3.2万亿日元。预计全年全球汽车销量1130万辆，此前预计为1120 万辆。 ...

Toyota raised its annual profit guidance after Japan’s trade deal with President Donald Trump avoided a worst-case-scenario for tariffs on cars and auto parts https://t.co/DzeZOqkw0x ...

Core Viewpoint - Toyota Motor has raised its full-year operating profit forecast due to cost reduction efforts and strong hybrid sales, which are expected to mitigate the effects of U.S. import tariffs [1] Summary by Relevant Categories - **Financial Performance** - The company anticipates an increase in operating profit for the full year, driven by effective cost management strategies [1] - **Sales Performance** - Strong sales of hybrid vehicles are a significant factor contributing to the improved profit outlook [1] - **Market Impact** - The forecast adjustment comes in response to the challenges posed by U.S. import tariffs, indicating the company's proactive approach to market conditions [1]

Group 1 - Japan plans to achieve a scale of 10,000 autonomous vehicles by the fiscal year 2030, including buses, taxis, and trucks with L4-level autonomous driving capabilities [1][3] - The initiative is part of a national transportation plan updated by Japan's Ministry of Land, Infrastructure, Transport and Tourism, aiming to address labor shortages in the transportation sector [3][6] - As of August 2023, the number of taxi drivers in Japan has decreased by 20% compared to 2019, with approximately 230,000 drivers remaining [6] Group 2 - The Japanese government anticipates that the number of autonomous vehicles in use will increase tenfold by the fiscal year 2030, from fewer than 1,000 vehicles expected by the fiscal year 2027 [6] - To support this goal, Japan will implement additional policies, including increased subsidies for local governments to promote autonomous buses and establish a mechanism for approving complex autonomous driving systems [6] - Japan aims to develop accident analysis processes for L4-level autonomous commercial vehicles, which will further encourage domestic manufacturers to innovate in autonomous vehicle technology [6] Group 3 - Japan's journey in autonomous driving has faced challenges, including a notable incident during the 2021 Tokyo Paralympics where a Toyota autonomous bus hit an athlete, raising safety concerns [7] - Following the incident, Toyota temporarily halted operations of autonomous buses in the Paralympic Village and implemented safety measures before resuming [7] - The first autonomous bus in Japan is set to begin operations in Matsuyama City in December 2024, with a route length of 1.6 km and a maximum speed of 35 km/h, featuring safety personnel and remote monitoring [9]