TM Earnings Prediction
The chart below shows how TM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TM sees a -1.60% change in stock price 10 days leading up to the earnings, and a -1.18% change 10 days following the report. On the earnings day itself, the stock moves by +0.89%. This data can give you a slight idea of what to expect for the next quarter's release.
TM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
76.75B
-2.96%
1.04%
Gross Margin
21.31%
2.80%
3.90%
Operating Margin
10.10%
-19.71%
-8.60%
Net Margin
4.38%
-62.08%
-61.98%
EPS
0.29
-55.38%
-54.69%
No Data Available
TM Earnings Analysis
Toyota Motor Corporation American Depositary Shares (Each representing ten Ordinary Shares) Corporation (TM.N) Earnings Conference Call
Positive
Operating Income Stability: 1. Strong Operating Income: Toyota reported an operating income of 2.4642 trillion yen for the first half of the fiscal year, nearly on par with the previous year despite production halts.
Vehicle Sales Performance: 2. Increased Vehicle Sales: Consolidated vehicle sales reached 4.556 million units, representing 96% of the same period last year, with a strong performance in electrified vehicles, which accounted for 44.4% of total sales.
Increased Dividend Announcement: 3. Higher Dividend Payout: The interim dividend was raised by 10 yen to 40 yen per share, with a forecasted full-year dividend increase of 15 yen to 90 yen per share, reflecting Toyota's commitment to shareholder returns.
Growth Area Investment: 4. Investment in Growth Areas: Toyota plans to increase its investment in human resources and growth areas to 830 billion yen for the full year, demonstrating a focus on sustainable growth and operational improvements.
Production Volume Recovery: 5. Production Recovery Plans: Toyota aims to recover its production volume to 1.75 million units in the second half of the fiscal year, leveraging its strong manufacturing foundation and addressing previous production challenges.
Negative
Net Income Decline: 1. Decreased Net Income: Net income for the first half of the fiscal year was 1.9071 trillion yen, a significant decrease from the previous year, primarily due to valuation losses in foreign currency denominated assets, amounting to a loss of approximately 500-600 billion yen.
Decline in Vehicle Sales: 2. Lower Vehicle Sales: Consolidated vehicle sales were 4.556 million units, representing only 96% of the same period last year, with Toyota and Lexus sales at 5.029 million units, or 97.2% of the previous year's sales.
Production Volume Decline: 3. Production Volume Shortfall: Domestic production volume was 1.53 million units in the first half, lower than both the previous year's actual results and the initial forecast, leading to a projected recovery to only 1.75 million units in the second half.
Operating Income Decline: 4. Operating Income Impacted by Production Halts: Operating income was negatively impacted by a decrease of 140 billion yen due to reduced sales volume and a further 95 billion yen from one-time expenses related to certification issues for HINO MOTORS' engines.
Stable Operating Income Outlook: 5. Unchanged Full-Year Operating Income Forecast: Despite the challenges faced, the full-year operating income forecast remains unchanged at 4.300 trillion yen, indicating a lack of expected growth or recovery from the first half's performance.
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TM Earning Call Sentiment
Toyota Motor Corporation (TM) Q2 2025 Earnings Conference Call Transcript
1.0x
00:00
00:00
TM.N
-1.2%Positive
Despite challenges like exchange rate impacts and production issues, the company has shown resilience with stable operating income and increased dividends. The Q&A reveals management's commitment to addressing production and labor issues, and there's optimism in market strategy and human resource investment. The dividend increase and stable operating income suggest a positive outlook, though the lack of specific guidance on labor challenges tempers enthusiasm slightly.
