NYSE$TM
Toyota Motor Corporation-ADR · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Toyota Q2 FY2026: ¥12.38T revenue, ¥932B net income, EPS ¥71.51
Toyota Motor Corporation reported second-quarter FY2026 results (three months ended September 30, 2025) derived from its first-half filing less Q1: consolidated sales revenues of approximately ¥12.38 trillion, operating income of ¥839.6 billion, and net income attributable to Toyota Motor Corporation of ¥932.1 billion. First-half revenues reached ¥24.63 trillion with operating income of ¥2.01 trillion and net income of ¥1.77 trillion (EPS ¥136.07 for the six months). Management cited U.S. tariff headwinds and revised full-year FY2026 operating income guidance down to ¥3.2 trillion from ¥3.8 trillion, while consolidated vehicle sales in Q1 rose 7.1% to 2.41 million units with electrified mix at 47.6%.
- Q2 FY2026 revenue ~¥12.38T; operating income ~¥839.6B; net income ~¥932.1B
- H1 FY2026 revenue ¥24.63T; operating income ¥2.01T; net income ¥1.77T
- H1 EPS ¥136.07; Q2 EPS ~¥71.51 (H1 less Q1 ¥64.56)
- FY2026 operating income forecast cut to ¥3.2T from ¥3.8T on U.S. tariff impact (~¥1.4T)
- Automotive H1 external revenue ¥22.0T; financial services ¥2.31T
Headline financials
Revenue & EPS history
Toyota · Revenue · Quarterly
¥12.4T
Revenue by segment
Toyota · ¥24.3T total across 2 segments · Q2 2026
- Automotive¥22T—90.5%
- Financial services¥2.31T—9.5%
Forward guidance
Toyota revised FY2026 (Apr 2025–Mar 2026) operating income forecast to ¥3.2 trillion from ¥3.8 trillion, reflecting an estimated ¥1.4 trillion U.S. tariff impact, while keeping the ¥95 dividend per share unchanged.
Tailwinds
- Volume and model mix improvements and cost reduction efforts partially offset tariff pressure
- Electrified vehicle mix reached 47.6% of retail sales in Q1 FY2026
Headwinds
- U.S. tariff impact estimated at ¥1.4 trillion for full FY2026
- Operating margin pressure from tariffs and inflation across regions
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2026
+0.2%
Avg return
Earnings day
-0.1%
Avg return
5 days after
-0.1%
Avg return
30 days after
48%
31 / 65 earnings
Positive
+6.5%
Q2 2024
Best reaction
-4.8%
Q4 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2027 | -3.1% | — | — | |
| Q3 2026 | -1.1% | -0.3% | -6.5% | |
| Q2 2026 | -2.3% | +0.0% | -3.6% | |
| Q3 2025 | +4.2% | -1.3% | +1.4% | |
| Q4 2024 | -1.7% | -6.8% | -10.8% | |
| Q2 2024 | +6.5% | +8.3% | +10.0% | |
| Q1 2024 | +3.3% | +1.5% | +2.3% | |
| Q4 2023 | +1.3% | +1.1% | +5.5% | |
| Q3 2023 | -0.3% | -0.8% | -4.1% | |
| Q2 2023 | -2.5% | -1.1% | +6.4% | |
| Q1 2023 | -3.6% | -6.2% | -10.8% | |
| Q4 2022 | -4.8% | -4.3% | -3.1% | |
| Q3 2022 | -3.0% | -5.7% | -21.0% | |
| Q2 2022 | -1.0% | -2.6% | +0.8% | |
| Q1 2022 | -1.7% | -2.9% | -3.6% | |
| Q4 2021 | +2.0% | +4.2% | +19.2% | |
| Q3 2021 | +3.2% | +4.2% | -2.3% | |
| Q2 2021 | +1.9% | +3.9% | +0.9% | |
| Q1 2021 | +4.1% | +7.2% | +6.7% | |
| Q4 2020 | -4.7% | -5.4% | +0.7% | |
| Q3 2020 | +0.4% | +0.3% | -10.3% | |
| Q2 2020 | +2.9% | +3.0% | +1.7% | |
| Q1 2020 | -1.6% | +0.4% | +5.1% | |
| Q4 2019 | -2.6% | -3.5% | -0.1% | |
| Q3 2019 | -4.3% | -5.1% | -4.7% | |
| Q2 2019 | +3.4% | +1.6% | +5.6% | |
| Q1 2019 | -2.0% | -3.0% | -5.3% | |
| Q4 2018 | +5.7% | +5.5% | +4.1% | |
| Q3 2018 | +3.8% | +3.5% | -1.8% | |
| Q2 2018 | +1.9% | -0.9% | -1.8% | |
| Q1 2018 | +1.2% | +0.3% | +0.3% | |
| Q4 2017 | -1.5% | -1.9% | -2.5% | |
| Q3 2017 | -1.8% | -1.9% | -2.9% | |
| Q2 2017 | -0.6% | -0.5% | +9.2% | |
| Q1 2017 | +5.4% | +6.7% | +10.9% | |
| Q4 2016 | -3.3% | — | — | |
| Q3 2016 | -4.5% | — | — | |
| Q3 2015 | -1.4% | — | — | |
| Q2 2016 | -0.5% | — | — | |
| Q2 2015 | +3.6% | — | — | |
| Q1 2016 | -3.7% | — | — | |
| Q1 2015 | +0.9% | — | — | |
| Q4 2015 | -1.6% | — | — | |
| Q3 2014 | -0.2% | — | — | |
| Q2 2014 | -0.7% | — | — | |
| Q1 2014 | +2.9% | — | — | |
| Q4 2014 | +0.2% | — | — | |
| Q3 2013 | -0.6% | — | — | |
| Q2 2013 | -2.3% | — | — | |
| Q1 2013 | +2.0% | — | — | |
| Q4 2013 | +1.8% | — | — | |
| Q3 2012 | +4.3% | — | — | |
| Q2 2012 | -1.8% | — | — | |
| Q1 2012 | -0.4% | — | — | |
| Q4 2012 | -0.7% | — | — | |
| Q3 2011 | +2.5% | — | — | |
| Q2 2011 | -4.6% | — | — | |
| Q4 2008 | +1.5% | — | — | |
| Q4 2011 | +1.5% | — | — | |
| Q1 2011 | +2.4% | — | — | |
| Q3 2010 | +1.4% | — | — | |
| Q2 2010 | -1.6% | — | — | |
| Q4 2009 | +3.1% | — | — | |
| Q4 2010 | +3.1% | — | — | |
| Q1 2010 | +0.3% | — | — |
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