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Dec 31, 2025
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Toyota Q3 2026 Earnings Report
Estimated Revenue:¥13.1T
+6.9% YoY
Estimated EPS:¥596
12.9% YoY
Key Takeaways
Toyota reported higher Q3 FY2026 revenue year over year, but net income and operating income declined as tariff impacts, foreign exchange effects, and lower other income outweighed solid vehicle demand.
Quarterly revenue increased year over year driven by solid global vehicle demand
Operating income declined slightly due to tariffs and higher costs
Net income fell sharply reflecting weaker other income and FX effects
Electrified vehicle sales continued to grow year over year
Forward Guidance
Toyota maintained its full-year focus on cost reduction, productivity improvements, and recovery of profitability despite ongoing tariff and FX headwinds.
Positive Outlook
- Continued strong global vehicle demand
- Ongoing cost reduction initiatives
- Improving product mix and value chain profitability
- Growth in electrified vehicle sales
- Revised full-year operating income forecast increased
Challenges Ahead
- Continued impact from U.S. tariffs
- Foreign exchange volatility
- Rising labor and R&D expenses
- Pressure from material price increases
- Uncertainty in global economic conditions
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