Toyota Achieves Fifth Consecutive Month of Production Growth, Powered by U.S. Hybrid Demand

TM
November 27, 2025

Toyota’s global production rose to 926,987 units in October, a 4% year‑over‑year increase that marks the fifth straight month of growth for the automaker. The uptick reflects a steady expansion of Toyota’s manufacturing capacity and a sustained demand for its hybrid platform across key markets.

Worldwide sales climbed to 922,087 vehicles, up 2% year‑over‑year and the tenth consecutive monthly gain. Hybrids accounted for 42% of total sales for the first ten months of the year, while battery‑electric vehicles represented just under 2%, underscoring the company’s hybrid‑first electrification strategy.

In the United States, production surged 26% year‑over‑year, the fifth straight double‑digit increase. The jump is driven by robust demand for hybrid models and a $912 million investment announced in November 2025 to expand hybrid capacity across five U.S. plants, part of a broader $10 billion U.S. investment plan.

Japan and China delivered mixed results: Japanese production rose 7% but sales fell 4%, while Chinese production slipped 6% and sales dropped 7%. The weaker performance in these markets is attributed to the end of subsidies in China, intensified competition from domestic EV makers, and lingering supply‑chain constraints.

Toyota’s production momentum supports its broader electrification agenda, which targets 70 electrified products worldwide, including 15 battery‑electric models. The company’s Q3 2025 earnings showed revenue up 2.91% year‑over‑year, gross profit down 11.41%, net income up 61.53%, and earnings per share up 66.23%. Management highlighted continued focus on cost discipline, strategic investments in hydrogen and electric technologies, and the resilience of its supply‑chain network as key drivers of sustained growth.

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