The earnings call presented a mixed outlook. While there were positive developments such as increased dividends, strong performance in electrified vehicle sales, and strategic investments, these were counterbalanced by challenges like decreased vehicle sales, significant currency-related net income losses, and market-specific issues in North America and China.

Company Guidance

In the recent earnings call for Q2 2025, Toyota provided detailed guidance on various financial metrics and strategic initiatives. The company reported an operating income of JPY2.4642 trillion, with a full-year forecast unchanged at JPY4.300 trillion. Despite challenges like production halts and foreign exchange losses, Toyota plans to increase investments in human resources and growth areas to JPY830 billion for the full year. Vehicle sales reached 4.556 million units, representing 96% of the previous year's figure, while electrified vehicles accounted for 44.4% of sales. The company aims to recover production volumes in the second half, targeting 9.400 million units for the full year. Toyota also announced a dividend increase to JPY40 per share for the interim period and JPY90 for the full year. Key efforts include reducing incentives, expanding value chain earnings, and strengthening foundation work to enhance flexibility and production efficiency.

Increased Interim and Forecasted Dividends

The company announced an increase in the interim dividend by JPY10 to JPY40 per share, with a forecasted full-year dividend increased by JPY15 to JPY90 per share.

Strong Electrified Vehicle Performance

The proportion of electrified vehicles increased to 44.4%, mainly due to the strong performance of HEV sales in North America, Europe, Asia, and other regions.

Investment in Human Resources and Growth Areas

The company is increasing investment in human resources and growth areas to JPY830 billion for the full year, with JPY180 billion already spent in the first half.

Resumption of Production in Indiana Plant

The Indiana plant in the United States, which had partially halted operations, has restarted, contributing to a return to an annual global production pace of 10 million units.

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Toyota Motor (TM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 03, 2018	2019 (Q1)	- / 4.04	3.698	9.30% (+0.34)	―	―
Nov 06, 2018	2019 (Q2)	- / 3.57	2.709	31.78% (+0.86)	―	―
Feb 06, 2019	2019 (Q3)	- / 1.14	5.828	-80.37% (-4.68)	―	―
Aug 02, 2019	2020 (Q1)	- / 4.50	4.042	11.28% (+0.46)	―	―
Nov 07, 2019	2020 (Q2)	- / 3.84	3.57	7.45% (+0.27)	―	―
Feb 06, 2020	2020 (Q3)	- / 4.79	1.144	318.27% (+3.64)	―	―
May 12, 2020	2020 (Q4)	- / 0.42	2.913	-85.48% (-2.49)	―	―
Aug 06, 2020	2021 (Q1)	- / 1.08	4.498	-76.03% (-3.42)	―	―
Nov 06, 2020	2021 (Q2)	- / 3.26	3.836	-15.04% (-0.58)	―	―
Feb 10, 2021	2021 (Q3)	- / 5.73	4.785	19.81% (+0.95)	―	―

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

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TM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2024	$174.73	$175.15	+0.24%
Aug 01, 2024	$193.55	$179.07	-7.48%
May 08, 2024	$231.26	$231.78	+0.22%
Feb 06, 2024	$203.03	$218.86	+7.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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