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Toyota Motor North America Reports 2025 U.S. Sales Results

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TMNA 2025 sales up 8.0 percent Year-end electrified Toyota and Lexus sales make up 47 percent of tot...

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Corporate Developments

The reported sales metrics and strategic investments suggest a positive trajectory for TM, which could significantly influence investor confidence and market sentiment.

FAQ

Why Bullish?

The significant sales growth and substantial investment in EV infrastructure indicate strong future potential, similar to the spike in Toyota's stock after its successful 2021 launch of electrified vehicles.

How important is it?

The reported sales metrics and strategic investments suggest a positive trajectory for TM, which could significantly influence investor confidence and market sentiment.

Why Long Term?

Continued investment in electric vehicles and expanding product lines suggests long-term growth, akin to the sustained success of competitors like Tesla.

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Toyota Motor North America Reports 2025 U.S. Sales Results

In a recent announcement, Toyota Motor North America (TMNA) revealed robust sales figures for 2025, showcasing a substantial increase in both overall vehicle sales and specifically electric vehicle sales. The company reported 2,518,071 vehicles sold in the U.S. for the year, marking an impressive 8.0 percent increase compared to 2024. Notably, sales of electrified vehicles totaled 1,183,248 units, reflecting a remarkable 17.6 percent growth and accounting for 47.0 percent of total sales volume.

Fourth Quarter Performance

For the fourth quarter of 2025, TMNA experienced sales of 652,195 vehicles, which represented an 8.1 percent increase both on a volume and daily selling rate (DSR) basis compared to the same quarter in 2024. Electrified vehicle sales during this period totaled 290,840 units, experiencing a slight decline of 1.9 percent. This accounted for 44.6 percent of the quarter's total sales.

December 2025 Sales Breakdown

December alone saw TMNA report sales of 231,513 vehicles, which is a notable 10.3 percent increase compared to December 2024. Among these, sales of electrified vehicles reached 104,088 units, indicating a minimal increase of 0.2 percent on a volume basis, though a 3.7 percent decline on a DSR basis. This highlights a continued strong demand for electrified models, making up 45.0 percent of total sales in December.

Year-End Sales Performance by Division

The Toyota division recorded year-end sales of 2,147,811 vehicles, reflecting an 8.1 percent growth on a volume basis. In contrast, the Lexus division also performed admirably with year-end sales of 370,260 vehicles, marking a 7.1 percent rise.

  • Toyota Division:
    • Year-end sales: 2,147,811 vehicles
    • Fourth quarter sales: 552,510 vehicles (up 9.3 percent)
    • December sales: 193,280 vehicles (up 11.8 percent)
  • Lexus Division:
    • Year-end sales: 370,260 vehicles
    • Fourth quarter sales: 99,685 vehicles (up 2.3 percent)
    • December sales: 38,233 vehicles (up 3.2 percent)

Commitment to Electrification

As part of Toyota's strategic focus on sustainability, the automaker currently offers 30 electrified vehicle options across both the Toyota and Lexus brands. Andrew Gilleland, Senior Vice President of Automotive Operations at TMNA, stated, "We're grateful for the strong response from our Toyota customers in 2025, which reflects our deep commitment to affordability and choice." He emphasized the continued success of models such as the Camry and Corolla, underlining that accessibility is key to customer satisfaction.

Job Creation and Investment

In 2025, Toyota made significant investments, launching its first U.S. battery plant in North Carolina, a commitment totaling nearly $14 billion and expected to create up to 5,100 jobs. Additionally, TMNA invested $912 million across five manufacturing plants, adding 252 new jobs as part of a larger plan to invest $10 billion in the U.S. over the next five years.

About Toyota: Toyota (NYSE: TM) has been an integral part of North America's automotive landscape for nearly 70 years, promoting sustainable mobility through its Toyota and Lexus brands. With a workforce of nearly 64,000 people, Toyota is committed to quality and innovation in the automotive sector.

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