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TMTM

Toyota Motor Corporation

$TM·$224B·Auto - Manufacturers·Consumer Cyclical
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Mentions · last 7 days
2026-07-25: 7 posts2026-07-26: 8 posts2026-07-27: 13 posts2026-07-28: 21 posts2026-07-29: 33 posts2026-07-30: 76 posts2026-07-31: 38 posts196
X counts updated 3h ago
TMTM
$TMToyota Motor Corporation
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AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Toyota Motor Corporation is a multinational automotive manufacturer responsible for the design, production, assembly, and sale of a diverse range of passenger vehicles, minivans, commercial vehicles, and their associated components and accessories. The company organizes its operations into distinct segments: Automotive, Financial Services, and various other ventures. Its extensive vehicle portfolio includes environmentally friendly options such as hybrid cars under the Prius brand and advanced fuel cell vehicles like the MIRAI. For conventional engine vehicles, it offers models like the subcompact and compact Corolla and Raize. Under the overarching Toyota brand, the company provides mini-vehicles, general passenger cars, commercial vehicles, and automotive parts. Its offerings also encompass mid-size and luxury automobiles, alongside sports cars such as the GR Yaris, Corolla Sport, Corolla Cross, and Supra, and recreational and sport-utility vehicles like the Highlander. Furthermore, Toyota produces pickup trucks, exemplified by the Tacoma, as well as minivans, heavy-duty trucks, and buses. Beyond vehicle manufacturing, Toyota provides a suite of financial services, including retail and wholesale financing, leasing arrangements, insurance products, and credit cards. It also diversifies into the prefabricated housing sector, handling its design, manufacturing, and sales. For automotive enthusiasts, the company operates GAZOO.com, an informational web portal. Established in 1933 and headquartered in Toyota, Japan, the company boasts a global presence, conducting business across Japan, North America, Europe, Asia, Central and South America, Oceania, Africa, and the Middle East.

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 · Consumer Cyclical

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

5-year forecast · up to 11 analysts
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 Knowzacks.com·6h agoToyota to fix software for 39,552 China-built EVs over safety hazardsreuters.com·21h agoTOYOTA AND 3X LATIN GRAMMY-NOMINATED ARTIST ÁLVARO DÍAZ PARTNER TO CELEBRATE MUSIC AND CULTUREprnewswire.com·2d agoToyota and Kids In Need Foundation Mark Five Years of Supporting Students Through Big Summer Givebackprnewswire.com·2d agoToyota's first-half global output, sales fall for first time in two years on China weaknessreuters.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · top 7 · last 7 days

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