NYSE$TM

Toyota Motor Corporation-ADR · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Reported lower profitability despite higher quarterly revenue due to weaker other income and tariff impacts.

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

Headline financials

Total Revenue

$85.9B

Previous: $81.3B+5.6%
EPS (adj)

$0.00

Previous: $10.89-100.0%
Total retail vehicle sales

3.0M

No prior period
Electrified mix

46.9%

No prior period
HEV sales

1.2M

No prior period
PHEV sales

40.0K

No prior period
BEV sales

63.0K

No prior period
Net Income

$8.03B

Previous: $14.4B-44.2%
Operating Income

$7.6B

Previous: $7.98B-4.7%

Revenue & EPS history

Toyota · Revenue · Quarterly

$85.9B

Q3 2026+5.6%vs Q3 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Toyota · $24.3T total across 2 segments · Q2 2026

  • Automotive
    $22T
  • Financial services
    $2.31T

Forward guidance

Toyota maintained its full-year focus on cost reduction, productivity improvements, and recovery of profitability despite ongoing tariff and FX headwinds.

Tailwinds

  • 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

Headwinds

  • 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

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 Q3 2026

Historical avgQ3 2026

+0.2%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.3%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+6.5%

Q2 2024

Best reaction

-4.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027-3.1%+1.8%-6.3%
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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