Toyota Motor Corporation: EPS $4.12 vs $3.37 expected; revenue $84.8B vs $84.7B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.12 | 3.37 | +22.3% | 4.85 |
| Revenue (USD bn) | 84.81 | 84.74 | +0.1% | 82.49 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 5, 2026 | Q2 FY2027 | 4.12 | 3.37 | +22.3% | 84.81 | 84.74 | +0.1% |
| Aug 4, 2026 | Q1 FY2027 | 7.57 | 4.68 | +61.8% | 85.83 | 80.67 | +6.4% |
| May 8, 2026 | Q4 FY2026 | 4.00 | 3.11 | +28.6% | 80.43 | 79.57 | +1.1% |
| Feb 6, 2026 | Q3 FY2026 | 6.26 | 4.35 | +43.9% | 85.79 | 82.99 | +3.4% |
| Nov 5, 2025 | Q2 FY2026 | 4.85 | 3.36 | +44.3% | 82.49 | 80.89 | +2.0% |
| Aug 7, 2025 | Q1 FY2026 | 4.47 | 4.67 | −4.3% | 84.61 | 82.44 | +2.6% |
| Feb 5, 2025 | Q3 FY2025 | 9.98 | 4.36 | — | 78.81 | 79.26 | −0.6% |
| Nov 6, 2024 | Q2 FY2025 | 2.90 | 4.39 | −33.9% | 80.15 | 78.48 | +2.1% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Toyota Motor Corporation results: EPS $4.12 vs $3.37 expected; revenue $84.8B vs $84.7B. The results cover the company's Q2 FY2027. EPS came in above analysts' estimate by 22.3%; revenue above the estimate by 0.1%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 2.8% from $82.5 billion a year earlier (Q2 FY2026). EPS was down 15.1% from $4.85 a year earlier. On its record, EPS topped analysts' estimates in 4 of 6 earlier comparable reports.
What the results mean
Revenue growth reflects expanding activity at Toyota, while understanding its business depends on the connection between vehicle manufacturing, financing and leasing. Vehicle sales create opportunities to provide related financial services, extending the company's business beyond the sale itself.
Toyota's business drivers span passenger cars, commercial vehicles, trucks and sport utility vehicles, alongside hybrid and fuel cell vehicles. This breadth makes product mix and demand across vehicle categories important to understanding revenue and profitability, together with the contribution from financing, leasing and insurance.
What to watch on the earnings call: Demand across vehicle categories, the sales mix among hybrids, fuel cell vehicles and conventional engine vehicles, the effect of manufacturing costs on margins, and the contribution of financing, leasing and insurance to profitability.
For the full analysis of Toyota Motor Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.