$TM

Toyota reported that 52% of its quarterly volume (1.41 million out of 2.71 million vehicles) were electrified, mostly hybrids. The company's focus on hybrids may be strategic, as global hybrid sales grew 24.8% YoY to 16.3 million in 2023, outpacing battery-electric vehicles (BEVs). Imarc projects hybrid sales to reach 126 million annually by 2034, positioning Toyota as a key player in this segment.

Toyota reported a 4.8% global sales decline in July to 856,125 vehicles, with production down 2.1%. China saw a 24.3% drop, while the U.S. fell 0.8% and the Middle East plummeted 44.5%. Japan's sales rose 11.0%, and exports increased 10.2% to 196,000 vehicles, the highest since October 2023.

The Nikkei 225 rose 0.47% to 66,444.13, with gains across most sectors except heavyweights like SoftBank and Fast Retailing. Toyota, Honda, and other exporters advanced. Tokyo inflation rose 1.9% YoY, matching expectations. U.S. markets gained, while European stocks mostly fell.

Toyota Motor Corp (TM) plans to launch an advanced Level 2++ driver-assistance system by 2028, aiming to expand autonomous driving to commercial vehicles by 2030. The company's P/S ratio is 0.76, below historical and industry medians, indicating market caution. Toyota's GF Score™ is 71/100, with strengths in valuation and profitability but concerns over financial strength and momentum. GuruFocus estimates TM is 8.9% undervalued at $192.00 per share.

Toyota Motor Philippines remitted P23.66 billion in customs duties and taxes from January to July 2026, contributing 16.4% of the Port of Batangas' total revenue. Despite a year-on-year decline, Toyota remained the port's top import revenue contributor. The Port of Batangas is the Philippines' highest-performing customs collection district, according to the Bureau of Customs.

South African new vehicle sales rose 11.9% year-over-year in July 2026, with 57,708 units sold. Toyota led with 14,142 units, followed by Suzuki and Volkswagen. Chinese brands like Chery, GWM, and Jetour gained market share. The Hilux was the top-selling vehicle. Used car prices averaged R430,000. NEV sales surged 104.2%, driven by affordable PHEVs and EVs.

Toyota's FAW-Toyota joint venture launched the updated 2027 bZ5 electric SUV in China, priced from 129,800 yuan to 199,800 yuan ($19,500 to $30,000), with limited-time discounts starting at 109,800 yuan ($16,500). The SUV features advanced technology, including Momenta 6.0 for intelligent assistance, and offers up to 630 km of range. Despite being half the price of a Tesla Model Y, bZ5 sales have declined, with 529 units sold in August 2025, down 64% from July 2025.

U.S. President Trump imposed 50% tariffs on Canadian vehicles and auto parts, effective January 1, doubling previous 25% tariffs. Automakers like Ford, GM, Stellantis, Toyota, and Honda face added costs on key models. Canadian-built vehicles account for 6% of U.S. sales, per Barclays. Industry executives hope for a deal before the deadline.

Toyota recalled 48,280 Tacoma TRD Off-Road trucks (2024–2025) due to corrosion risks in Bilstein shock reservoirs. Dealers will inspect and replace affected shocks free of charge. Owner notifications start September 21, 2026. The recall includes 4,453 hybrid models and 43,827 non-hybrid units.

Toyota is expanding a recall of its GR Supra 2.0T in China by 18 vehicles, bringing the total to 58. The recall, initially announced in March, addresses a starter issue that could cause engine difficulties and potential fire risks. The company will replace the starter for free, and owners are being notified directly.