Production and Sales Insights: Toyota’s global vehicle sales declined by 2.9% in the first half, totaling 5.01 million units. The company is ramping up production in the U.S. with a $3.6 billion investment to expand its San Antonio assembly line.
Market Challenges: The company continues to navigate challenges such as U.S. tariffs, rising costs from the Middle East, and recent disruptions caused by the Kumamoto earthquake, which temporarily halted operations at several plants.
Forecast Revisions

TMC full-year foreign exchange rate assumptions are ¥160 per $U.S. and ¥181 per €euro.
TMC guidance for the full-year consolidated financial results are:
• Sales revenues of ¥54 trillion.
• Operating income of ¥3 trillion 400 billion.
• Income before income taxes of ¥4 trillion 570 billion.
• Net income of ¥3 trillion 250 billion .

In addition to revised foreign exchange assumptions, TMC said it steadily accumulated improvements in marketing efforts, including increased sales supported by the establishment of alternative logistics routes to the Middle East and the expansion of value chain profits.

• As a result, TMC raised its operating income forecast by ¥400 billion from the previous forecast to ¥3.4 trillion.
TMC said it will continue to closely monitor the potential impact of the Middle East situation on the earnings forecast.
• Regarding the 2026 Kumamoto Earthquake, “we are currently assessing conditions in the affected areas and the impact on our operations, with the highest priority placed on human life and regional recovery. The impact of the earthquake has not been reflected in the earnings forecast,” TMC said.