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

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

What is Toyota Motor's gross profit margin?

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

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

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

Did Toyota Motor beat or miss consensus estimates last quarter?

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

- **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.

Toyota Motor Corporation (TM) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

TM

TM fundamentals

You can ask Aime