Key Facts
• Toyota’s April-June 2025 sales rose 3.5% YoY to ¥12.2533 trillion, a record high.
• Operating profit fell 10.9% YoY to ¥1.1661 trillion due to ¥450 billion tariff impact.
• Net profit dropped 36.9% YoY to ¥841.3 billion.
• 2025 full-year forecast revised: operating profit down ¥600 billion to ¥3.2 trillion.
• Net profit forecast reduced by ¥440 billion to ¥2.66 trillion.
• Trump tariffs, set at 15% from August 2025, expected to cut annual operating profit by ¥1.4 trillion.
• Toyota plans a new factory in Toyota City, aiming for early 2030s operation.
• Domestic production of 3 million vehicles annually to be maintained despite tariffs.
Summary
Toyota Motor Corporation reported record sales of ¥12.2533 trillion for April-June 2025, a 3.5% year-on-year increase. However, operating profit declined by 10.9% to ¥1.1661 trillion, impacted by ¥450 billion due to U.S. Trump tariffs. Net profit also fell sharply by 36.9% to ¥841.3 billion. The company revised its 2025 full-year forecasts, lowering operating profit by ¥600 billion to ¥3.2 trillion and net profit by ¥440 billion to ¥2.66 trillion. The 15% Trump tariffs, effective from August 2025, are projected to reduce annual operating profit by ¥1.4 trillion. Despite these challenges, Toyota plans to build a new factory in Toyota City, targeting operation in the early 2030s, and remains committed to maintaining domestic production of 3 million vehicles annually.
