EarningsQ4 2026 Earnings Report
MX:TMN Q4 2026 EPS Results
Actual EPS$72.77
Consensus EPS$56.63
Beat/MissBeat by +$16.14
One Year Ago EPS$64.70
MX:TMN Q4 2026 Revenue Results
Actual Revenue$1.46T
Expected Revenue$1.45T
Beat/MissBeat by +$13.04B
YoY Revenue Growth-1.02%
Earnings Announcement Details
QuarterQ4 2026
Date05/08/2026
TimeBefore Open
Conference CallFriday, May 8, 2026
MX:TMN Upcoming Earnings
Toyota Motor's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
MX:TMN Q4 2026 Earnings Call
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Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: meaningful commercial and product milestones (record revenues > JPY 50 trillion, unit sales growth, electrified vehicle milestone, higher dividend and continued investment) were offset by substantial profitability headwinds (large unabsorbed U.S. tariff hit of JPY 1.38 trillion, material inflation and Middle East impacts) and a multi‑year decline in operating income. Management acknowledged slower progress on mid‑to‑long‑term structural reforms, outlined concrete levers (AREA35, production reorganization, value‑chain expansion, robotics and localization) and reiterated investment and dividend continuity while forecasting a roughly 20% drop in operating income in FY2027.Company Guidance
Record Consolidated Revenues and Strong Unit Sales
Consolidated sales revenues reached JPY 50,684.9 billion (≈ JPY 50.7 trillion) for FY2026. Consolidated vehicle sales were 9,595,000 units, up 2.5% year‑on‑year (102.5% y/y); Toyota & Lexus combined sales were 10,477,000 units, up 2.0% y/y (102.0% y/y).
Operating Profit Secured Despite Headwinds
Operating income for FY2026 amounted to JPY 3,766.2 billion (JPY 3.8 trillion), achieved in line with guidance despite major external headwinds (notably U.S. tariffs).
Electrified Vehicle Milestone
Sales of electrified vehicles exceeded 5 million units for the first time (driven primarily by HEVs), representing roughly half of total volumes; PHEV and BEV volumes also posted growth. Management forecasts electrified vehicle sales of ~6 million units in FY2027.
Shareholder Returns Maintained and Increased
Dividend for FY2026 increased by JPY 5 to JPY 95 per share year‑on‑year; management forecasts another JPY 5 increase to JPY 100 for FY2027 and reiterated a policy of stable, continuous dividend increases.
Guidance and Demand Stability
FY2027 consolidated vehicle sales guidance set at 9.6 million units (100.1% vs FY2026); Toyota & Lexus sales guidance at 10.5 million units (100.2% vs FY2026). FY2027 consolidated sales guidance is JPY 51 trillion.
Recurring Growth in Value‑Chain Revenue and Strategic Investments
Value‑chain revenue has been growing at roughly JPY 150 billion per year; R&D spending is at a record level (JPY 1.6 trillion) reflecting continued investments in BEV, hydrogen, autonomous technologies, robotics and talent.
MX:TMN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed