Toyota Motor Corporation revised consolidated earnings guidance for the full year ending March 31, 2026. For the year, the company announced that sales are expected to climb 4.1% year-on-year to JPY 50,000,000 million, operating income to be JPY 3,800,000 million, up from the previous projection of JPY 3.4 trillion, net income attributable to Toyota Motor Corporation of JPY 3,570,000 million, down 25.1 % year-on-year but up from the JPY 2.93 trillion previously anticipated and earnings per share of JPY 273.91. The forecast of consolidated financial results for the fiscal year ending March 31, 2026 announced reflects JPY 1,450.0 billion estimated full fiscal year negative impact on operating income due to U.S. tariffs.

The negative impact of U.S. tariffs on consolidated operating income for the first nine months of FY2026 was JPY 1,200.0 billion.