Toyota division posted year-end 2025 sales of 2,147,811 vehicles, up 8.1 percent on a volume basis and up 8.4 percent on a DSR basis. For the quarter, Toyota division reported sales of 552,510 vehicles, up 9.3 percent on a volume basis and up 9.3 percent on a DSR basis. Toyota division reported December sales of 193,280 vehicles, up 11.8 percent on a volume basis and up 7.5 percent on a DSR basis. Lexus division posted year-end 2025 sales of 370,260 vehicles, up 7.1 percent on a volume basis and up 7.5 perc ...

Core Viewpoint - Toyota Motor Corporation plans to invest US$ 10 billion in its US operations over the next five years, reinforcing its commitment to the US market as part of trade negotiations with the US government [1][4] Investment Details - The new investment will increase Toyota's total investment in the US to US$ 60 billion since its establishment in the country approximately 70 years ago [2] - Currently, Toyota employs around 50,000 people in the US across 11 manufacturing plants and has produced over 35 million vehicles in the country [2] Battery Plant Opening - The announcement coincided with the opening of Toyota's first overseas electric vehicle battery plant in North Carolina, which involved an investment of US$ 13.9 billion [3] - The new facility, Toyota Battery Manufacturing North Carolina (TBMNC), is dedicated to producing lithium-ion batteries for battery electric vehicles and hybrid vehicles, and is expected to employ about 5,100 people at full production [3] Strategic Approach - Toyota's new battery plant is part of its 'best-company-in-town approach,' focusing on local investment and production while contributing to the local community [4] - Tetsuo Ogawa, president and CEO of Toyota Motor North America, emphasized that the investment marks a pivotal moment in the company's history and reinforces its commitment to various stakeholders [4]

Core Insights - Toyota has officially commenced production at its new $13.9 billion battery manufacturing plant in North Carolina, alongside an additional $10 billion investment in U.S. operations over the next five years, marking a significant milestone in the company's history [1][2] Group 1: Investment and Production - The North Carolina facility spans 1,850 acres and is Toyota's first battery plant outside Japan, expected to create up to 5,100 new jobs in the U.S. [1] - The plant will produce 30 gigawatt-hours of lithium-ion batteries annually, supporting Toyota's hybrid, plug-in hybrid, and fully electric vehicle lineup [3] - The facility will feature 14 production lines, manufacturing batteries for models such as the Camry HEV, Corolla Cross HEV, RAV4 HEV, and an all-electric three-row battery electric vehicle [4] Group 2: Community and Economic Impact - Toyota's investment is projected to bring the total U.S. investment to nearly $60 billion since the company began operations in the U.S. nearly 70 years ago [2] - The facility aims to be a vibrant community, offering childcare services, a medical clinic, pharmacy, and fitness center for employees [5] - Transportation Secretary Sean Duffy highlighted the announcement as a demonstration of confidence in the administration's efforts to reshore manufacturing and create high-paying jobs [6]

Core Insights - Toyota has commenced production at its new battery plant in Liberty, North Carolina, marking a significant step in its global vehicle electrification strategy [1][2] - The facility represents a nearly $14 billion investment and is expected to create up to 5,100 jobs in the U.S. [1][3] - An additional investment of up to $10 billion over the next five years will bring Toyota's total U.S. investment to nearly $60 billion [1][2] Investment and Economic Impact - The new plant is Toyota's first battery manufacturing facility outside Japan and will serve as a hub for lithium-ion battery production [3][4] - The facility spans 1,850 acres and has the capacity to produce 30 GWh of batteries annually [3] - The investment is anticipated to have a substantial economic impact on the Piedmont Triad region of North Carolina [2][3] Job Creation and Community Development - The establishment of the plant will create over 5,000 new jobs for North Carolinians [4][5] - The facility will include amenities for employees, such as on-site childcare, a pharmacy, a medical clinic, and a fitness center [4] - Toyota is committed to workforce development through educational initiatives, including a $2.7 million grant to local schools [6][8] Product Focus and Future Plans - Batteries produced at the North Carolina plant will power various Toyota hybrid and electric vehicle models, including the Camry HEV and a new all-electric 3-row BEV [4][9] - Additional production lines are expected to launch by 2030, expanding the plant's capabilities [4] Commitment to Sustainability and Innovation - Toyota has sold over 6.6 million electrified vehicles in the U.S. since 2000, demonstrating its commitment to reducing carbon emissions [9] - The company emphasizes building where it sells, aligning with its sustainability philosophy [9][10]

Core Insights - Toyota Motor Corporation reported a 2.8% year-on-year increase in global sales to 949,153 vehicles in September 2025, with a notable 4.2% rise in overseas sales to 769,028 units, while domestic sales in Japan decreased by 2.8% to 180,125 units [1] - In the first nine months of 2025, total sales for Toyota Group rose by 5.8% to 8,358,426 units, with Japan's sales increasing by nearly 15% to 1,545,358 units and overseas sales up by 3.9% to 6,813,068 units [2] - Year-to-date global sales of Toyota and Lexus vehicles increased by 4.7% to 7,783,007 units, with North America showing a 7.1% increase to 2,171,163 units and Asia (excluding Japan) rising by 3.7% to 2,367,645 units [3] Sales Performance - Global sales of electrified vehicles from Toyota and Lexus rose by 14% to 3,703,634 units in the first nine months, making up 48% of total sales, with battery electric vehicles (BEVs) increasing by over 26% to 136,190 units [4] - Daihatsu's global sales surged by 31% to 492,210 units year-to-date, with a significant rebound in Japan where sales increased by 59% to 391,248 units, although overseas sales fell by 23% to 100,962 units [5] - Hino Motors, part of the Toyota Group, experienced a 10% decline in global sales to 83,209 units, with domestic sales dropping by almost 17% to 25,985 units and overseas sales decreasing by over 5% to 57,224 units [5]

Core Insights - Ford Motor Company reported a total of 545,522 vehicle sales in the U.S. for Q3 2025, reflecting an 8.2% increase year over year, marking seven consecutive months of sales growth [1][9] - Sales of electrified vehicles reached 85,789 units, up 19.8% year over year, accounting for 15.7% of total sales, with a year-to-date total of 242,298 units, up 16.5% [1][9] - The Mustang Mach-E and F-150 Lightning achieved record sales, with Mach-E sales up 50.7% to 20,177 units and F-150 Lightning sales up 39.7% to 10,005 units [2] Vehicle Sales Performance - Pickup and van sales totaled 313,654 units, an increase of 7.4% from the previous year [1] - Expedition sales surged 47.4% to 21,844 units, marking its best third quarter in 20 years, while the Navigator and Bronco also saw significant increases [3] - The Explorer, recognized as America's best-selling three-row SUV, experienced a 33.3% increase in sales to 55,000 units [3] Software and Services Growth - Ford Pro Intelligence software subscriptions rose approximately 30% year over year, with 815,000 active subscribers [4] - The BlueCruise hands-free driving feature surpassed 7 million hours of use, with a recent update adding new functionalities [4] Future Product Launches - Ford plans to begin shipping the Explorer Tremor and F-150 Lobo in Q4 2025, expanding its performance vehicle lineup [5] Competitive Landscape - General Motors reported U.S. sales of 710,347 units in Q3 2025, up 8% year over year, with EV sales reaching 66,501 units [6] - Stellantis sold 324,825 vehicles in Q3 2025, marking a 6% increase year over year, ending a streak of declining sales [7] Valuation and Estimates - Ford's shares have outperformed the Zacks Automotive-Domestic industry, gaining 23.4% year to date compared to the industry's 12.3% [8] - The company appears undervalued with a forward sales multiple of 0.30, significantly lower than the industry's 3.45 [11] - The Zacks Consensus Estimate for Ford's EPS for 2025 and 2026 has increased by 2 cents and 3 cents, respectively, over the past 60 days [12]

Core Insights - Toyota Motor North America (TMNA) reported a significant increase in vehicle sales for September 2025, with total sales reaching 185,748 units, marking a 14.2% increase compared to September 2024 [1] - Electrified vehicle sales for September totaled 85,092 units, up 8.1% year-over-year, representing 45.8% of total sales volume [1][3] - For the third quarter of 2025, TMNA's total vehicle sales were 629,137 units, a 15.9% increase from the same period in 2024, with electrified vehicle sales reaching 282,794 units, up 10.5% [1][2] Sales Performance - TMNA's sales for September 2025 showed a daily selling rate (DSR) increase of 9.5% compared to the previous year [1] - The Toyota division's September sales were 158,959 vehicles, up 13.4% on a volume basis, while Lexus division sales reached 26,789 vehicles, up 19.4% [1][3] - For the third quarter, the Toyota division reported sales of 537,528 vehicles, up 16.4%, and Lexus division sales of 91,609 vehicles, up 13.1% [1][3] Electrified Vehicle Strategy - TMNA currently offers 30 electrified vehicle options across Toyota and Lexus brands, contributing to nearly 50% of total sales [2][3] - The sales of electrified vehicles for the third quarter represented 44.9% of total sales volume, indicating a steady growth trend [1][3] - The company maintains one of the lowest incentive levels among full-line manufacturers, which may contribute to its sales performance [3] Market Position and Future Outlook - Strong customer demand is noted across the entire lineup, with vehicles selling as quickly as they are produced [2] - The upcoming next-generation RAV4 is anticipated to further enhance sales, as the current model remains popular among customers [2] - The company is committed to advancing sustainable mobility through its electrified vehicle offerings and initiatives [4]

Core Insights - Katrin Adt has been appointed as the new CEO of the Dacia brand, succeeding Denis Le Vot, effective September 1, 2025 [2][3] - Adt brings nearly 26 years of experience in the automotive industry, having held various senior positions at Daimler and Mercedes-Benz, including CEO of Mercedes-Benz in Luxembourg and CEO of the Smart brand [6] - The Dacia brand is recognized for its affordable mobility solutions and is currently expanding with the launch of its new C-segment SUV, BIGSTER [5][12] Company Leadership - François Provost, CEO of Renault Group, expressed gratitude to Denis Le Vot for his contributions and welcomed Katrin Adt, highlighting her experience as a key asset for Dacia [3] - Fabrice Cambolive, Chief Growth Officer of Renault Group, emphasized Adt's expertise in business development and the importance of electrifying Dacia's product range [4] Brand Positioning and Strategy - Dacia is positioned as a specialist brand for affordable mobility, aiming to establish itself as a benchmark in electrified vehicles [4][12] - The brand has seen significant success, with models like Sandero and Duster becoming best-sellers in their respective categories in Europe [12] - Adt aims to continue Dacia's momentum and address the challenges of electrification while maintaining the brand's commitment to accessible mobility [7]

Core Insights - Toyota Motor North America has unveiled the all-new 2026 RAV4, marking the sixth generation of America's best-selling compact SUV, which will be available in three distinct designs: Core, Rugged, and Sport [1][6][8] - The 2026 RAV4 will feature a fully electrified lineup, offering both Hybrid Electric Vehicle (HEV) and Plug-in Hybrid Electric Vehicle (PHEV) powertrains, with the introduction of the first-ever RAV4 GR SPORT model [1][6][7] Design and Features - The Core design includes a modern aesthetic with a paint-matched grille and various wheel sizes ranging from 17 to 20 inches, available in well-equipped grades such as LE, XLE, and Limited [2][6] - The Rugged design is exemplified by the Woodland model, which features an adventurous look with raised roof rails, standard All-Terrain tires, and a higher ride height, available in both HEV and PHEV configurations [3][6] - The Sport designs, particularly the RAV4 GR SPORT, emphasize performance with a GR-tuned suspension, enhanced body rigidity, and exclusive PHEV powertrain options [4][6] Powertrain and Performance - The new PHEV models will feature a high-capacity drive battery and a newly developed Plug-in Hybrid System, achieving up to 320 combined system net horsepower, an increase of 18 hp over the previous generation [5][7] - The HEV system has been upgraded to deliver 236 combined system net horsepower on AWD models, a 23 hp improvement over the previous generation [5][6] Technology and Safety - The 2026 RAV4 will introduce the Arene software development platform, enhancing safety, security, and connectivity features, including the latest version of the Toyota Audio Multimedia system [20][21][23] - The new Toyota Safety Sense 4.0 system will debut with the 2026 RAV4, featuring improved hardware and detection capabilities [23] Interior and Comfort - The interior design focuses on functionality and user-friendly technology, featuring a new 10.5-inch or optional 12.9-inch touchscreen and a standard 12.3-inch digital gauge cluster [15][16] - Various seating options and interior colors will be available, with the Woodland grade offering unique outdoor-inspired touches [18][19] Availability and Pricing - The 2026 RAV4 models are expected to arrive at Toyota dealerships across the U.S. later in the year, with pricing details to be announced closer to the on-sale date [8]

Core Insights - Toyota Motor North America (TMNA) reported a significant increase in sales for March 2025, with total sales reaching 231,335 vehicles, up 7.7% year-over-year on a volume basis and 11.8% on a daily selling rate (DSR) basis [1][2][10] - Electrified vehicle sales for March 2025 totaled 112,608, marking a 44.1% increase in volume and representing 48.7% of total sales volume [1][2][10] - The first quarter of 2025 saw TMNA sell 570,269 vehicles, a 0.9% increase in volume and a 3.6% increase on a DSR basis compared to the previous year [2][10] Sales Performance - The Toyota division sold 196,240 vehicles in March, up 6.6% on a volume basis, while the Lexus division achieved sales of 35,095 vehicles, up 14.1% [3][4][10] - For the first quarter, the Toyota division reported sales of 487,226 vehicles, a slight increase of 0.1%, while the Lexus division recorded its best-ever first quarter with 83,043 vehicles sold, up 5.8% [3][4][10] Electrified Vehicle Highlights - TMNA offers 32 electrified vehicle options, the most among any automaker, contributing to a growing sales mix of electrified vehicles [5][6] - First quarter sales of electrified vehicles totaled 288,796, up 39.6% in volume and representing 50.6% of total sales volume [2][14] - Notable increases in specific models include the bZ4X, which saw a 195.7% increase in first quarter sales, and the Tacoma, which increased by 177.5% [6][12] Market Strategy - The company attributes steady sales to improved inventory levels and the introduction of new models, such as the Toyota 4Runner and Lexus LX hybrid [5] - TMNA maintains the lowest incentives among full-line manufacturers, which may contribute to its competitive positioning in the market [6]