10:25 AM EDT, 08/08/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We maintain our FY 26 and FY 27 EPS estimates at JPY257 and JPY295, respectively, reflecting Toyota's ( TM ) demonstrated ability to offset near-term pressures through structural strengths, despite Q1's significant headwinds. While U.S. tariffs drove a 36.9% Y/Y decline in Q1 net income, Toyota's ( TM ) underlying resilience, evidenced by 7.1% volume growth, 47.6% electrified vehicle penetration, and a 125% operating income surge in emerging markets supports our unchanged forecasts. Strategic cost reductions and regional profit diversification are poised to counterbalance the full-year tariff drag, while steady revenue and liquidity provide flexibility to fund growth initiatives and shareholder returns. For FY 27, we anticipate tariff mitigation via localized production, expanded hybrid adoption, and value-chain monetization (e.g., connected services) to drive a 14.8% EPS rebound, aligning with management's long-term efficiency targets despite persistent regulatory and competitive risks.