Inferra AI / Company / TM

Toyota Motor

TM · Consumer Discretionary

Last earnings Aug 4, 2026  ·  Next earnings Mar 31, 2027

Key results

Operating incomequarter

US$ 168

-125.0 1,308.4 +260.0 -370.0 -165.0 -15.0 +147.7 1,166.1 Effects of Cost Marketing FOREX Reduction Efforts *2 Increase or Other *4 Rates *1 Efforts Decrease in Expenses and Expense Reduction Which includes: Efforts *3 Strengthening Foundation of Suppliers/ Materials Prices -60.0 Which includes: Cost Reduction +45.0 Tariff Impact -450.0 2024.4-6 2025.4-6 156 yen/US$ Operating Income (-142.3) 145 yen/US$ 168 yen/ € 164 yen/ € *1 Details *2 Details *3 Details *4 Details Transactional (Imports/Exports) -245.0 Volume, Model Mix +160.0 Labor Cost -35.0 Valuation Gains / Losses from Swaps, etc.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

investments accounted for using the equity method of associates 794 (112.7%) and joint ventures) 481 (114.2%) 705 421 291 298 (102.2%) 436 421 (96.5%) 398 417 (104.8%) -241.8 885.2 -164.4 -26.3 -23.8 +64.8 643.4 [16.9%] [12.3%] 123.8 97.4 98.4 100.7 [8.2%] [6.2%] 244.6 33.6 [2.0%] -63.6 220.7 [8.7%] [11.0%] [3.2%] [-1.2%] [10.3%] 2024.4-6 2025.4-6 2024.4-6 2025.4-6 2024.4-6 2025.4-6 2024.4-6 2025.4-6 2024.4-6 2025.4-6 Operating Income including Valuation Gains/Losses relating to Swaps, etc.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Lexus Vehicle Retail revenuequarter

109.5%

) China Business Operating Income of Consolidated Subsidiaries (billions of yen) Share of Profit of Investments Accounted for Using the Equity Method of Associates and Joint Ventures (billions of yen) Toyota and Lexus Vehicle Retail Sales (thousands of vehicles) 411 450 (109.5%) +10.4 Marketing 55.0 Efforts, etc.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Vehicle revenuequarter

30%

tariffs, continue working to further strengthen our earning power (thousands of vehicles) 9,443 9,800 Break-even Volume -30% Consolidated 7,646 Vehicle Sales 7,567 Improvement (trillions of yen) regional sales mix regional sales mix Operating Income Focused on Improved 5.3 Value chain profits North America Regional Balance -Comprehensive Investment-1.3 3.2 Other Japan Other Japan -Tariff Impact-1.4 2.1 -Vehicle Sales / China China N.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Selling, general, and administrativequarter

$1,029,672 million

Selling, general and administrative 1,119,984 1,029,672

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net incomequarter

$872,193 million

Net income 1,363,823 872,193

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release (6-K exhibit) + Q2 2025 deck + parent 6-K — transcript not held

Net income · Q2 2025
$872,193M
EX-99 · Aug 7, 2025
Operating income · Q2 2025
US$ 168
EX-99 · Aug 7, 2025
Selling, general, and administrative · Q2 2025
$1,029,672M
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Operating incomeUS$ 168——
Lexus Vehicle Retail revenue109.5%——
Vehicle revenue30%——
Selling, general, and administrative$1,029,672 million——
Net income$872,193 million——

EX-99 · Aug 7, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsMar 31, 2027Verified from the company’s own announcement

Capital allocation

(0565)28-2121 Payment date of cash dividends : Supplemental materials prepared for financial results : yes Earnings announcement for financial results : yes (Amounts are rounded to the nearest million yen) 1.

Cash Dividends Annual cash dividends per common share End of first quarter End of second quarter End of third quarter Year-end Total Yen Yen Yen Yen Yen FY2025 40.00 50.00 90.00 FY2026 FY2026 (forecast) 45.00 50.00 95.00 (Note) Revisions to the forecast of cash dividends since the latest announcement: none 3.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(0565)28-2121 Payment date of cash dividends : Supplemental materials prepared for financial results : yes Earnings announcement for financial results : yes (Amounts are rounded to the nearest million yen) 1

Based on: Earnings release (6-K exhibit) + Q2 2025 deck + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

(0565)28-2121 Payment date of cash dividends : Supplemental materials prepared for financial results : yes Earnings announcement for financial results : yes (Amounts are rounded to the nearest million yen) 1.

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Cash Dividends Annual cash dividends per common share End of first quarter End of second quarter End of third quarter Year-end Total Yen Yen Yen Yen Yen FY2025 40.00 50.00 90.00 FY2026 FY2026 (forecast) 45.00 50.00 95.00 (Note) Revisions to the forecast of cash dividends since the latest announcement: none 3.

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

(Note 1) Shows the number of employees as of the end of each period (excluding loan employees from Toyota to outside Toyota and including loan employees from outside Toyota to Toyota) (Note 2) 2Q= Interim Dividend, 4Q= Year-end Dividend, FY= Annual Dividend (Note 3) Excluding shares constituting less than one unit that were purchased upon request and the commission fees incurred for the repurchase (Note 4) States the maximum value of shares resolved to be repurchased if before the completion of the repurchase period, or the actual purchase price of shares repurchased pursuant to that resolution if after the completion of the repurchase period.

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

*2 Not including lease liabilities *3 Dividends per common share on a post-stock split (a five-for-one stock split of shares of our common stock that was conducted on October 1, 2021) basis *4 Excluding shares constituting less than one unit that were purchased upon request as well as commission fees incurred for repurchases.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Forecast *5 Shareholder return or the actual purchase price of shares repurchased on Net Income for the period (States after the the maximum completion total purchase price for the repurchase of of the repurchase period.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

) shares during the repurchase period, *6 Figures for R&D expenses are R&D activity related expenditures incurred during the reporting period and do not conform to research and development costs included in Toyota s Consolidated Statement of Income.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

tariffs, continue working to further strengthen our earning power (thousands of vehicles) 9,443 9,800 Break-even Volume -30% Consolidated 7,646 Vehicle Sales 7,567 Improvement (trillions of yen) regional sales mix regional sales mix Operating Income Focused on Improved 5.3 Value chain profits North America Regional Balance -Comprehensive Investment-1.3 3.2 Other Japan Other Japan -Tariff Impact-1.4 2.1 -Vehicle Sales / China China N.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

These forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors that may cause Toyota s actual results, performance, achievements or financial position to be materially different from any future results, performance, achievements or financial position expressed or implied by these forward-looking statements.

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

tariffs on consolidated operating income for the first quarter of FY2026 was 450.0 billion yen.

SEC original ↗Toyota Motor — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Tariffs -0.45 trillion yen (-0.45 trillion yen) -1.4 trillion yen (-1.2 trillion yen) <Assumptions Concerning Additional U.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Tariffs> -For exports from Japan: 25% from April through July; 12.5% from August through March (automobiles and major components) -For exports from Canada and Mexico: 25% from April through March (automobiles and major components) -Reflects a part of the effects of both tariffs borne by suppliers, as well as tariff exemptions and reductions for both finished vehicles produced in the U.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

tariffs and other factors, actual results showed decreased operating income, and the forecast has been revised downward.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

-125.0 1,308.4 +260.0 -370.0 -165.0 -15.0 +147.7 1,166.1 Effects of Cost Marketing FOREX Reduction Efforts *2 Increase or Other *4 Rates *1 Efforts Decrease in Expenses and Expense Reduction Which includes: Efforts *3 Strengthening Foundation of Suppliers/ Materials Prices -60.0 Which includes: Cost Reduction +45.0 Tariff Impact -450.0 2024.4-6 2025.4-6 156 yen/US$ Operating Income (-142.3) 145 yen/US$ 168 yen/ € 164 yen/ € *1 Details *2 Details *3 Details *4 Details Transactional (Imports/Exports) -245.0 Volume, Model Mix +160.0 Labor Cost -35.0 Valuation Gains / Losses from Swaps, etc.

SEC original ↗Toyota Motor — Presentation / slide deck (6-K exhibit)EX-99Aug 7, 2025

Documents

Earnings deck slides

0 decks with slide view

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Toyota Motor — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

88 documents

Earnings releases

29 documents

Presentations

9 documents

Transcripts

0 documents

No transcripts for Toyota Motor are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Toyota Motor by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.