Toyota 2025 Sales Keep Automaker No. 1
Toyota 2025 sales set a record, but U.S. tariff-driven price cuts trimmed FY Mar 2026 operating profit guidance 30%, raising near-term earnings risk.
KEY TAKEAWAYS
- Toyota reported record 11.3 million group sales in 2025, up 4.6% year-over-year.
- Toyota trimmed FY Mar 2026 operating-profit guidance about 30% after absorbing higher U.S. tariffs.
- U.S. Toyota and Lexus sales rose to 2.93 million units with Lexus at 882,231 global deliveries.
HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX
Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.
Toyota Motor Corporation (TM) reported record 2025 sales, maintaining its position as the world’s top-selling automaker as strong hybrid demand offset U.S. tariff pressures. The company trimmed its fiscal year ending March 2026 operating-profit guidance amid these challenges.
Record Global Sales and Production
Toyota group sales, including subsidiaries Daihatsu and Hino, reached 11.3 million vehicles in 2025, a 4.6% increase year-over-year. Group production rose 5.7% to 11.2 million vehicles. This marks the sixth consecutive year Toyota has led global auto sales.
Lexus posted record global sales of 882,231 units for 2025, up 4% from the prior year, according to a Jan. 29, 2026, company release. North American Lexus deliveries climbed 7.5% to 408,070 units.
Combined Toyota and Lexus sales in the U.S. rose 7.3% to 2.93 million units. Toyota’s exports to the U.S. from January through November totaled 560,000 vehicles, surpassing the full-year 2024 total of 530,000.
Through November, Toyota group sales totaled 10.3 million units, up 4.8% year-over-year.
Tariffs and Profit Outlook
U.S. import tariffs on Japanese vehicles increased from 2.5% to 15% in 2025. Toyota absorbed part of the tariff hike through U.S. price adjustments while maintaining sales volumes.
The company cut its fiscal 2026 operating-profit forecast by about 30% year-over-year, citing tariff-related U.S. pricing measures as a significant factor in the reduction. This reflects a near-term trade-off between volume growth and profit margins.
