Overview
- Group deliveries reached about 11.32 million in 2025, widening Toyota’s lead over Volkswagen, which reported just under 9 million units.
- Toyota and Lexus sales hit a record 10.54 million, with gasoline-electric hybrids accounting for roughly 42% of parent-company volume and battery-electric vehicles 1.9%.
- North America led growth with sales up about 7.3% to roughly 2.93 million, Japan also rose, and China edged higher by 0.2% after several years of declines.
- Toyota estimated U.S. tariffs will cost about 1.45 trillion yen this fiscal year but raised its full-year operating profit forecast after cost cuts and strong overseas demand.
- Shares rose around 3% after the report as Toyota’s manufacturing footprint limited reliance on imports for U.S. sales compared with some rivals.