Toyota Motor Corporation

7203.T
Auto Manufacturers
2026/02/19 Updated
Market Cap: $315.0B (¥48.6T)
Stock Price: $24.17 (¥3,730)
Exchange Rate: 1 USD = ¥154.32

FY2026 Q3 Financial Summary

Operating income was 3,196.7 billion yen (YoY △482.7 billion yen), consolidated vehicle sales volume was 7.302 million units (YoY 104.3%), full-year operating income forecast is 3,800 billion yen (YoY △995.5 billion yen).

Importance:
Page Updated: February 6, 2026
IR Disclosure Date: February 6, 2026

Key Figures

  • Operating Income (cumulative Q3): 3,196.7 billion yen (YoY △482.7 billion yen)
  • Consolidated Vehicle Sales (cumulative Q3): 7.302 million units (YoY 104.3%)
  • Full-year Operating Income Forecast: 3,800 billion yen (YoY △995.5 billion yen)

AI要約

Business Overview

Operating income for the cumulative third quarter of FY2026 was 3,196.7 billion yen, down 482.7 billion yen year-over-year. Despite the continued impact of US tariffs, high-level profits were secured due to increased vehicle sales volume and effects of price revisions. Consolidated vehicle sales volume was 7.302 million units, representing 104.3% year-over-year, with an increased ratio of electrified vehicles. Operating revenue increased by 2,414 billion yen year-over-year to 38.0876 trillion yen. Net income attributable to owners of parent was 3,030.8 billion yen, down 1,069.4 billion yen year-over-year.

Full-Year Outlook and Strengthening Earnings Structure

The full-year operating income forecast is 3,800 billion yen, expected to decrease 995.5 billion yen from the previous fiscal year; however, the negative impact from newly incurred tariffs totaling 1,450 billion yen is partially offset by cost improvement and operational efforts, thus reducing the profit decline. The entire company has initiated activities to lower the breakeven sales volume and continues laying the foundation for medium to long-term competitiveness. Productivity improvements are being pursued in cooperation with suppliers to generate growth capital and protect Japanese manufacturing.

Operating Revenue Trend (9 months cumulative)

Operating Income Trend (9 months cumulative)

Consolidated Vehicle Sales Breakdown by Region (9 months cumulative, thousand units)

Toyota & Lexus Electrified Vehicle Sales (9 months cumulative)

Factors Affecting Consolidated Operating Income Change (9 months cumulative)

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