What is the revenue and EPS growth rate for Toyota Motor year over year?

Did Toyota Motor beat or miss consensus estimates last quarter?

What guidance did Toyota Motor's management provide for the next earnings period?

What factors drove the changes in Toyota Motor's revenue and profit?

What is Toyota Motor's latest dividend and current dividend yield?

What were the key takeaways from Toyota Motor’s earnings call?

What is the market's earnings forecast for Toyota Motor next quarter?

What were the key takeaways from Toyota Motor's earnings call?

- **Strong Q2 Results**: Operating income JPY 2.0056T despite U.S. tariffs, driven by 5.267M vehicle sales (104.7% YoY) and 46.9% electrified vehicles.
- **Dividend Growth**: Interim dividend up 12.5% to JPY 45/share; FY26 dividend forecast JPY 95/share (+11.1%).
- **Hybrid Dominance**: HEVs grow 200K YoY; BEVs underperform, with no change to 3.5M 2030 BEV target.
- **U.S. Expansion**: Planning significant investment in U.S. production, including battery plant, to capitalize on strong demand.
- **Tariff Mitigation**: Offset JPY 1.45T tariff impact with JPY 0.9T cost improvements; no price hikes despite tariffs.
- **Strategic Moves**: Launch new Century brand, expand value chain profits (JPY 2T/year), and maintain 3M/year domestic production.

**【CFO Financial Summary】**
- Q2 operating income: JPY 2.0056 trillion (FY26H1: JPY 2 trillion), driven by strong global demand despite U.S. tariffs.
- Sales revenue: JPY 24.63 trillion; net income: JPY 1.7734 trillion.
- Full-year forecast: Operating income JPY 3.4 trillion, sales JPY 29 trillion, net income JPY 2.93 trillion.
- Vehicle sales up 5.267 million units (104.7% YoY), with 46.9% electrified vehicles (HEVs dominant).
- Interim dividend raised to JPY 45/share (FY26: JPY 95/share), with JPY 3.2 trillion share buyback program.
- U.S. tariffs impact: JPY 1.45 trillion FY26, offset by cost improvements (+JPY 0.9 trillion).

**【Q&A Highlights】**
- **Earnings Power**: Maintained through product competitiveness, cost control, and value chain profits (JPY 2 trillion annually from 150M owned vehicles).
- **Tariff Response**: No price hikes; instead, optimized production, model mix, and supplier collaboration.
- **EV vs. Hybrid**: Hybrid sales growing 200K YoY, while BEVs underperform expectations; focus on HEVs as core growth driver.
- **U.S. Investment**: Planning significant U.S. production expansion, including battery plant in North Carolina.
- **Domestic Production**: Maintain 3M units/year in Japan to preserve manufacturing expertise, despite rising export costs.
- **Century Brand**: Launched as premium brand, symbolizing Japan's automotive pride, with mass production plans for select models.
- **Supply Chain Risks**: Monitoring Nexperia semiconductor shortages, exploring alternatives.
- **Breakeven Volume**: Initiatives to reduce via productivity improvements, efficient pricing, and value chain optimization.

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