Toyota Motor Corporation
——
Mentions · last 7 days
196
X counts updated 3h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Auto - Manufacturers sits in its cycle right now — and what that implies for $TM.
Auto - Manufacturers
No material change from last week — ICE truck and SUV margins remain the profitability floor for legacy OEMs, funding EV transition losses that still drag Ford and Stellantis earnings.
Industry benchmark
15-name peer basket
-19.7%YTD
-19.1%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
10.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
7.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
10.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
16.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$4.00$3.11+28.6%
Q4 2025Feb 6, 2026$6.26$4.35+43.9%
Q3 2025Nov 5, 2025$4.85$3.36+44.3%
Q2 2025Aug 7, 2025$4.47$4.67-4.3%
Next earningsTue, Aug 4·consensus EPS $4.68
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$12.83T+3.8%15.1%4.5%$639.10$398.2B
Q3 FY26$13.70T+10.6%17.8%8.9%$982.20$-440.0B
Q2 FY26$12.38T+8.2%15.9%6.8%$715.10$-122.0B
Q1 FY26$12.25T+3.5%17.9%9.5%$645.60$633.6B
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY27$53.08T$53.06T – $53.10T$3007.86$2648.18 – $3337.4511
FY28$55.09T$50.78T – $57.43T$3433.27$2965.73 – $3899.4111
FY29$56.70T$54.23T – $59.21T$3765.44$3552.36 – $3981.986
FY30$57.92T$55.39T – $60.48T$3760.92$3548.09 – $3977.207
FY31$60.05T$57.43T – $62.70T$4690.07$4424.66 – $4959.797
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Toyota Motor Corporation (TM) Stock Sinks As Market Gains: What You Should KnowToyota to fix software for 39,552 China-built EVs over safety hazardsTOYOTA AND 3X LATIN GRAMMY-NOMINATED ARTIST ÁLVARO DÍAZ PARTNER TO CELEBRATE MUSIC AND CULTUREToyota and Kids In Need Foundation Mark Five Years of Supporting Students Through Big Summer GivebackToyota's first-half global output, sales fall for first time in two years on China weakness
In themes
Explore the broader themes this ticker is being talked about under.
More in Auto - Manufacturers
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 7 · last 7 days