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Toyota Motor
Toyota Motor (7203) investor relations material
Toyota Motor Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Feb, 2026
Executive summary
Announced executive leadership changes: Kenta Kon appointed as President and CEO, Koji Sato to become Vice Chairman and Chief Industry Officer, focusing on industry-wide collaboration and external relations.
Achieved high profit levels despite a significant negative impact from U.S. tariffs, supported by strong product competitiveness and increased sales volumes year-over-year.
Consolidated vehicle unit sales rose 4.3% year-over-year to 7,302 thousand units in the first nine months of FY2026, with both Japan and overseas markets contributing to growth.
The change aims to address management challenges, enhance earning power, and accelerate industry collaboration to maintain competitiveness.
The new structure separates focus: Kon on internal company performance, Sato on broader industry initiatives.
Significant events and developments
The executive change was approved by the board and announced promptly for transparency and timely disclosure.
Sato emphasized no wrongdoing or negative reason for the leadership transition, highlighting a positive, forward-looking process.
Production in Brazil recovered after a major plant disaster, demonstrating global production resilience.
Assets and liabilities of Hino Motors, Ltd. classified as held for sale due to approved business integration with Mitsubishi Fuso Truck and Bus Corporation, effective April 1, 2026.
Planned investment in Toyota Industries Corporation increased to 800.0 billion yen, with changes in timing for a related tender offer.
Outlook and guidance
Full-year sales revenue forecast raised to ¥50,000.0 billion, with operating income forecast at ¥3,800.0 billion (down ¥995.5 billion year-over-year).
Net income forecast for the year is ¥3,570.0 billion, with a 7.1% margin.
Consolidated vehicle sales forecast at 9.75 million units, up 4.1% year-over-year.
Electrified vehicle sales expected to reach 5.06 million units, representing 48.2% of total sales.
Focus remains on improving productivity, quality, and reducing break-even volume to ensure resilience in tough environments.
Sato's CIO role: specific industry actions?
Kon's plan to reduce breakeven volume?
Kon's plan to overcome 'past precedence' at TMC?
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Next Toyota Motor earnings date
Q4 20268 May, 2026
Toyota Motor
Next Toyota Motor earnings date
Q4 20268 May, 2026
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Frequently asked questions
Toyota Motor Corporation is a global automotive manufacturer primarily engaged in the design, production, and sale of a wide range of vehicles, including cars, trucks, and commercial vehicles. The company operates across multiple segments, including hybrid and electric vehicles, luxury vehicles, and commercial transportation solutions. Toyota also offers financial services related to vehicle purchases and leases, as well as an array of mobility solutions. The company is headquartered in Aichi Prefecture, Japan, and its shares are listed on the Tokyo Stock Exchange.
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