Toyota Motor Corporation
- Open
- 182.50
- Day high
- 186.53
- Day low
- 181.40
- Prev close
- 182.15
- Volume
- 359K
- Mkt cap
- $220.6B
- P/E (TTM)
- 10.2
- EPS (TTM)
- $18.21
- P/B
- 0.9
- P/S
- 0.7
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$1.6M over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
Toyota Motor Corporation (TM) is a Consumer Cyclical company listed on NYSE. The stock is up 1% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering TM.
Toyota Motor Corporation (TM) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TM earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 8, 2026 | $3.11 | $4.00 | +28.6% | $80.4B | +1.1% |
| Feb 6, 2026 | $4.35 | $6.26 | +43.9% | $87.4B | +7.5% |
| Nov 5, 2025 | $3.36 | $4.85 | +44.3% | $82.5B | +2.0% |
| Aug 7, 2025 | $4.67 | $4.47 | -4.3% | $84.6B | +2.6% |
| Jun 18, 2025 | — | $0.35 | — | $85.0B | — |
| Feb 5, 2025 | $4.36 | $9.98 | +128.9% | $78.8B | -0.6% |
| Aug 1, 2024 | $4.01 | $6.35 | +58.4% | $73.7B | -0.0% |
| Nov 1, 2023 | $3.34 | $6.54 | +95.8% | $76.5B | +5.8% |
| Aug 1, 2023 | $3.92 | $7.05 | +79.8% | $73.0B | +5.0% |
| Feb 9, 2023 | $3.66 | $3.78 | +3.3% | $75.2B | +8.5% |
| Nov 1, 2022 | $3.08 | $2.30 | -25.3% | $63.8B | +2.2% |
| Aug 4, 2022 | $3.77 | $4.14 | +9.8% | $62.5B | +2.8% |
TM insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 20, 2026 | Sato Kojiofficer: Vice Chairman | Sell | 88,600 | $17.83 |
| Jul 2, 2026 | Nakajima Hirokidirector, officer: Executive Vice President | Grant | 71,500 | $18.31 |
| Jul 2, 2026 | Miyazaki Yoichidirector, officer: Executive Vice President | Grant | 71,500 | $18.31 |
| Jul 2, 2026 | Kon Kentadirector, officer: President | Grant | 22,800 | $18.31 |
| Jul 2, 2026 | Imura Takahiroofficer: Operating Officer | Grant | 13,700 | $18.31 |
| Jul 2, 2026 | Humphries Simon Davidofficer: Operating Officer | Grant | 38,000 | $18.31 |
| Jul 2, 2026 | Toyoda Akiodirector | Grant | 368,400 | $18.31 |
| Jul 2, 2026 | Ogawa Tetsuoofficer: Operating Officer | Grant | 24,300 | — |
| Jun 29, 2026 | Osada Hiromidirector | Grant | 37 | $16.71 |
| Jun 29, 2026 | Tomoyama Shigekiofficer: Executive Fellow | Grant | 20 | $16.71 |
| Jun 29, 2026 | Fujisawa Kumidirector | Grant | 37 | $16.71 |
| Jun 29, 2026 | Imura Takahiroofficer: Operating Officer | Grant | 86 | $16.71 |
| Jun 29, 2026 | Olcott George Cunninghamdirector | Grant | 92 | $16.71 |
| Jun 29, 2026 | Okamoto Shigeakidirector | Grant | 111 | $16.71 |
| Jun 29, 2026 | Ueda Tatsuroofficer: Operating Officer | Grant | 110 | $16.71 |
Source: TM SEC Form 4 filings, latest Jul 20, 2026. For informational purposes only — not investment advice.
See the full TM insider & 13F page →Toyota Motor Corporation company profile
Overview
Toyota Motor Corporation (NYSE:TM) is a Japanese multinational automotive manufacturer founded in 1933 and headquartered in Toyota, Japan. Originally established as a division of Toyoda Automatic Loom Works, the company became an independent entity under the leadership of Kiichiro Toyoda. Toyota has evolved into one of the world's largest automakers by production volume and market capitalization, known for pioneering lean manufacturing principles and hybrid vehicle technology. The company went public on the New York Stock Exchange in 1980 and operates manufacturing facilities across Japan, North America, Europe, Asia, and other global markets.
Business
Toyota operates primarily in the automotive manufacturing industry, designing, producing, and selling passenger vehicles, commercial vehicles, and automotive components globally. The company's core business revolves around manufacturing a comprehensive range of vehicles from subcompact cars to luxury vehicles, pickup trucks, and commercial buses. **Automotive Segment** (approximately 90% of revenue): This segment encompasses the design, manufacturing, and sale of vehicles under the Toyota and Lexus brands. Toyota's vehicle lineup includes hybrid vehicles under the Prius name, hydrogen fuel cell vehicles under the MIRAI name, conventional gasoline vehicles including the popular Corolla and Camry models, sport utility vehicles like the Highlander, pickup trucks such as the Tacoma, and luxury vehicles under the Lexus brand. The company has been a pioneer in electrified vehicles, with electrified models (hybrids, plug-in hybrids, battery electric, and fuel cell vehicles) representing approximately 44% of total sales as of recent quarters. **Financial Services Segment** (approximately 8% of revenue): Toyota Financial Services provides retail financing and leasing to customers purchasing Toyota and Lexus vehicles, wholesale financing to dealers, insurance products, and credit card services. This segment supports vehicle sales by making Toyota products more accessible to consumers through various financing options. **All Other Segment** (approximately 2% of revenue): This includes prefabricated housing manufacturing, information technology services, and the operation of GAZOO.com, a web portal providing automobile information and services. The automotive industry is characterized by high capital requirements, complex global supply chains, and increasing regulatory pressure toward electrification and emissions reduction. Vehicles are assembled using thousands of components sourced from suppliers worldwide, requiring sophisticated logistics and quality control systems.
Revenue model
Toyota generates revenue primarily through direct vehicle sales to dealers and consumers, with additional income from financial services and other business activities. The company operates under a traditional manufacturing business model where it designs, produces, and sells physical products - automobiles and related components. **Primary Revenue Streams**: Vehicle sales constitute the vast majority of revenue, with Toyota selling approximately 8-9 million vehicles annually across its Toyota and Lexus brands. The company sells vehicles through a global network of independent dealers who purchase inventory from Toyota and resell to consumers. Financial services provide additional recurring revenue through financing, leasing, and insurance products offered to customers purchasing Toyota vehicles. **Customer Base**: Toyota's customers include individual consumers purchasing personal vehicles, fleet operators buying commercial vehicles, and automotive dealers who purchase vehicles for resale. The company serves diverse market segments from entry-level buyers seeking economical transportation to luxury customers purchasing high-end Lexus vehicles. **Margin Influencing Factors**: Several factors significantly impact Toyota's profitability. Raw material costs, particularly steel, aluminum, and precious metals used in catalytic converters, directly affect manufacturing costs - the company faced approximately ¥1.45 trillion in raw material cost increases in recent years. Foreign exchange fluctuations impact profitability since Toyota manufactures globally but reports in Japanese yen. Semiconductor shortages have constrained production capacity and increased costs. Labor costs in manufacturing regions affect competitiveness. Regulatory requirements for emissions and safety add development and compliance costs. Competition intensity, particularly from Chinese electric vehicle manufacturers, pressures pricing power. Conversely, Toyota's operational efficiency improvements through continuous kaizen practices, economies of scale from high production volumes, and premium pricing for hybrid and luxury vehicles support margin expansion.
Risks & safety
**Overall Assessment**: Toyota maintains a strong financial position with adequate liquidity and conservative debt levels, though facing margin pressure from industry transformation costs. **Liquidity and Solvency**: - Cash and short-term investments: $52.7 billion (Q3 2025) - Current ratio: 1.21x indicating adequate short-term liquidity - Debt-to-equity ratio: 1.10x, reasonable for capital-intensive manufacturing - Positive operating cash flow: $6.4 billion in Q3 2025, though declining from prior periods - Negative free cash flow: -$2.9 billion in Q3 2025 due to high capital expenditures **Valuation Metrics**: - Price-to-earnings ratio: 4.58x (Q3 2025) - appears undervalued - Price-to-book ratio: 1.12x - reasonable for asset-heavy business - EV/EBITDA: 32.2x - elevated due to recent earnings decline - Return on equity: 6.1% - modest but acceptable **Other Considerations**: - Cyclical earnings volatility due to automotive industry nature - Significant capital requirements for electrification transition - Exposure to foreign exchange fluctuations and commodity price volatility - Regulatory compliance costs increasing globally
Recent development
Toyota has undergone significant strategic evolution over the past few years, focusing heavily on electrification transition and operational resilience. The company has committed to achieving carbon neutrality and reducing new vehicle CO2 emissions by over 50% globally by 2035. **Electrification Strategy Acceleration**: Toyota has expanded its multi-pathway approach to electrification, planning to launch 10 battery electric vehicle models and targeting 1.5 million BEV units by 2026. The company is investing heavily in battery technology development, including ternary lithium, lithium-ion phosphate, and next-generation all solid-state batteries, while internalizing battery production to reduce costs and ensure supply security. **Production System Modernization**: Following certification issues that led to production halts, Toyota has implemented the AREA 35 project to optimize vehicle specifications and production processes. The company is focusing on improving workplace communication and efficiency through enhanced "Gemba" (workplace) practices and continuous Kaizen improvements. **Investment in Future Technologies**: Toyota has increased investment in human resources and growth areas to ¥830 billion, with significant focus on software development through its Woven Planet subsidiary. The company is developing software-defined vehicle capabilities and autonomous driving technologies while maintaining its traditional manufacturing excellence. **Supply Chain Resilience**: In response to semiconductor shortages and supply chain disruptions, Toyota has strengthened supplier relationships and diversified sourcing strategies. The company has worked to identify risks proactively and improve semiconductor supply chain management, though full recovery from industry-wide shortages remains ongoing. **Shareholder Value Enhancement**: Toyota has implemented a new dividend policy focusing on stable, continuous increases, raising dividends to ¥90 per share annually while maintaining flexible share repurchase programs based on market conditions and capital allocation priorities.
TM company profile · for informational purposes only — not investment advice.
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