According to MoneyDJ, Toyota raised its fiscal 2026 (April 2026–March 2027) operating profit forecast to 3.9 trillion yen on November 5, up from the prior estimate of 3.4 trillion yen, exceeding market expectations of 3.85 trillion yen. The Japanese automaker also increased pure profit guidance to 3.57 trillion yen from 3.25 trillion yen, citing reduced tariff burdens and expanded value chain earnings.

Toyota trimmed its global new vehicle sales target from 1.118 million units to 1.099 million units. Within electrified vehicles, the company cut its EV sales target by 13% to 463,000 units, while increasing hybrid (HV) targets to 5.008 million units and plug-in hybrid (PHV) to 269,000 units. Separately, Toyota raised its share buyback authorization ceiling by 300 billion yen to 1.3 trillion yen.

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