Overview
- Interim operating profit fell 18.6% to ¥2.0056 trillion and net profit declined 7.0% to ¥1.7734 trillion, marking a second consecutive interim drop.
- Revenue for the September 2025 interim period rose 5.8% to ¥24.6307 trillion, indicating solid demand despite profit pressure.
- Toyota lifted FY2026 guidance to sales of ¥49.0 trillion, operating profit of ¥3.4 trillion, and net profit of ¥2.93 trillion.
- The company now estimates the U.S. tariff impact on operating profit at about ¥1.45 trillion, worsening by ¥50 billion from its prior view.
- Management pointed to robust hybrid-led demand and a weaker-yen assumption, expecting second-half volumes to remain firm with full-year vehicle sales targeted at 10.5 million.