$TM

Jaguar unveiled its new EV sedan, the Type 01, priced at $130,500, set to debut in 2027. The UK-built car faces a 28% tariff if U.S. sales exceed a quota. Jaguar expects high interest but warns of potential price increases or margin cuts due to tariffs. The company is part of Tata Motors and competes with Tesla's Model 3 and Lucid's Air in the EV sedan market.

Toyota Motor is recalling 31,000 RAV4 Plug-In Hybrid vehicles due to a potential risk of engine shutdown. The recall affects vehicles sold in the U.S. and China, according to the company. This may impact Toyota's reputation and costs.

Japan's new vehicle sales rose 1.3% year-over-year to 433,683 units in September 2026, per JAMA. Passenger vehicles increased 0.9%, trucks 2.8%, and buses 23%. Year-to-date sales grew 2.3%. Toyota led with a 6.2% rise, while Suzuki, Honda, and Nissan saw mixed results. Overseas brands accounted for 5% of sales, down 2% year-to-date. GlobalData forecasts a 1% decline in 2026 sales to 4.47 million units.

Ford's F-Series led full-size pickup sales in 2026 with 561,508 units, despite a 9.5% drop. GM's combined Silverado and Sierra sales totaled 666,022, giving it the overall lead. Toyota's Tacoma sold 214,875 units, nearly tripling the Chevrolet Colorado's 72,863. Ford's Maverick dominated the compact segment with 123,681 sales.

Toyota and Honda reported strong sedan sales in 2026, with the Toyota Camry up 11.2% to 260,684 units and the Honda Accord up 32.7% to 145,520 units. Toyota's overall US sales rose 0.6%, with electrified models up 28.5%. Honda's total US sales increased 9.3%, with hybrids making up 44% of Accord sales and 35% of Civic sales in September. Other brands like Hyundai, Mazda, BMW, and Lexus also saw sedan sales growth, while Nissan's sedans declined.

En Tsumugi, a Toyota-endorsed company, is investing in a facility to recover minerals from used lithium-ion batteries by 2026. The project aims to process materials like lithium, copper, and cobalt using 'black mass' technology. Toyota has sold 60,000 electrified vehicles in the Philippines. Industry experts emphasize the need for stronger recycling infrastructure as vehicle adoption grows.

Toyota Motor Corp (TM) reported strong initial demand for its new Land Cruiser FJ in Japan and Southeast Asia, surpassing expectations. The company's P/S ratio is 0.71, below its historical median, indicating market skepticism. TM's GF Score™ is 77/100, reflecting balanced strengths. Insider activity is neutral, while institutional investors show cautious confidence. Toyota aims to counter competition from Chinese automakers with this launch.

Toyota (7203) plans a $1.34B EV plant in Argentina, expecting 70% exports and 2,600+ jobs. The company also detailed its share buyback program, reported August sales and production declines, and announced September U.S. electrified vehicle sales. Additionally, Toyota introduced an ethanol-capable hybrid in India.

Toyota reported a 37.8% increase in U.S. electrified vehicle sales in September 2026, with electrified models making up 58.2% of its total sales. The company's overall sales rose 8.4%, outperforming industry forecasts. Toyota's strategy includes a mix of hybrids, plug-ins, and BEVs, driving growth amid a slowdown in traditional gasoline vehicle sales. The company expects electrified sales to reach 5.956 million units in fiscal 2027, up from 5.04 million.

Canadian EV sales rose in Q3 2026. GM's ZEV sales surged 118%, led by Cadillac and Chevrolet models. Hyundai's Kona Electric and IONIQ 5 sales grew 15%. Toyota's ZEV sales increased over 30%, with record quarterly sales for bZ models. Nissan's Leaf sales soared nearly 5,000% YoY, while Ariya sales declined 48% YoY. Fiat 500e sales climbed 44%, but Jeep Wagoneer S sales dropped 87%.