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.

January 29, 2026·2 min read
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Flat vector car compressing into a tighter silhouette to symbolize Toyota 2025 sales and tariff profit squeeze.

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.

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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.

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