Toyota(US:TM) Zhi Tong Cai Jing·2025-08-07 06:56Group 1 - Toyota Motor Corporation has lowered its full-year earnings guidance, citing that U.S. tariffs on imported cars will reduce its operating profit by 1.4 trillion yen (approximately $9.5 billion) [1] - The company now expects an operating profit of 3.2 trillion yen for the fiscal year ending March 2026, down from the initial forecast of 3.8 trillion yen, which is also below analyst expectations [1] - Despite the challenges, Toyota reported an operating profit of 1.17 trillion yen for the April to June quarter, exceeding analyst predictions of 890 billion yen [1] Group 2 - The impact of tariffs has been significant, with Toyota estimating a loss of 450 billion yen in the first quarter and a total annual impact of 1.4 trillion yen [1] - Other automakers are also facing tariff-related challenges, with Ford estimating a net impact of $2 billion, Stellantis predicting a profit loss of approximately 1.5 billion euros, and General Motors indicating a tariff risk exposure of $4 to $5 billion [2] - Japanese automakers are experiencing relatively smaller impacts, with Subaru estimating a tariff effect of 210 billion yen, Nissan at 300 billion yen, and Honda at 450 billion yen [2] Group 3 - Toyota's global sales for the first half of 2023 reached 5.5 million units, a year-on-year increase of 7.4%, driven by strong performance in the U.S., Japan, and China [1] - The company anticipates total group sales of 11.2 million units for the year [1] - Toyota plans to build a new manufacturing plant in Aichi Prefecture, Japan, expected to be operational in the early 2030s, aiming to maintain domestic production at 3 million units [1]