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Toyota and Lexus Introduce Treehouse to Simplify Customers' Home EV Charger Installation

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(Neutral)
Rhea-AI Sentiment
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Toyota (NYSE:TM) and Lexus have partnered with Treehouse to simplify home Level 2 EV charger purchase and installation for 2026 and newer BEV and PHEV buyers. Treehouse offers virtual scoping with 48-hour quote capability, project management, vetted electricians, permitting support, and single-visit hardware installation.

All 2026+ BEVs and PHEVs include a dual-voltage 120V/240V cable (7.7 kW max); Toyota provided dual-voltage cables from 2024 (BEV) and 2026 (PHEV). Warranties: three years (Toyota cable), four years (Lexus cable); Treehouse offers a two-year installation warranty.

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Positive

  • Dual-voltage 120V/240V cable included for 2026+ BEVs and PHEVs
  • Dual-voltage cable max output 7.7 kW
  • Treehouse 48-hour virtual scoping and quote capability
  • ChargePoint hardwired option can reduce charging time by up to 30%
  • Treehouse offers a two-year installation warranty

Negative

  • Toyota disclaims responsibility for charger installation quality or timelines
  • 48-hour turnaround and single-visit claims cannot be guaranteed by Toyota

News Market Reaction – TM

-0.66%
1 alert
-0.66% News Effect

On the day this news was published, TM declined 0.66%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Charger output: 7.7 kW Quote turnaround: 48 hours Toyota charger warranty: 3 years +5 more
8 metrics
Charger output 7.7 kW Maximum output of dual-voltage home charging cable under ideal conditions
Quote turnaround 48 hours Treehouse virtual scoping provides upfront installation quotes within this time
Toyota charger warranty 3 years Warranty period for dual-voltage charging cable on Toyota vehicles
Lexus charger warranty 4 years Warranty period for dual-voltage charging cable on Lexus vehicles
North America employees 64,000 Toyota direct employment in North America
Vehicles produced 49 million Cars and trucks designed, engineered, and assembled in North America
Manufacturing plants 14 plants Toyota manufacturing facilities in North America
Treehouse financing $25M Total financing raised to date by Treehouse

Market Reality Check

Price: $238.03 Vol: Volume 288,648 is slightl...
normal vol
$238.03 Last Close
Volume Volume 288,648 is slightly below the 20-day average of 312,569 (relative volume 0.92). normal
Technical Shares at $239.60 are trading above the 200-day MA $199.14 and 3.74% below the 52-week high $248.90.

Peers on Argus

While TM is down 0.85%, key auto peers GM, F, HMC, RACE and STLA show modest gai...

While TM is down 0.85%, key auto peers GM, F, HMC, RACE and STLA show modest gains between about 0.39% and 1.79%, indicating today’s move skews company-specific rather than sector-driven.

Historical Context

5 past events · Latest: Feb 18 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 18 EV SUV launch Positive -0.9% Debut of 2026 C-HR compact BEV SUV with 74.7-kWh battery and 287-mile range.
Feb 17 Electric SUV launch Positive -1.1% Unveiling of rugged 2026 bZ Woodland all-electric SUV with AWD and towing capacity.
Feb 10 BEV model reveal Positive +1.9% Launch of 2027 Highlander, first U.S.-assembled three-row BEV with up to 320-mile range.
Feb 06 Super Bowl marketing Positive +3.0% Two 30-second Super Bowl spots featuring 2026 RAV4 and Team Toyota athletes.
Jan 30 Sports marketing initiative Positive -0.1% Glow Up Classic flag football event supporting female athletes around Super Bowl LX.
Pattern Detected

Recent product and marketing news has often seen mixed or contrarian 24-hour price reactions, with positive EV launches sometimes followed by mild declines.

Recent Company History

Over the last month, Toyota has issued several upbeat announcements: new BEV SUVs like the 2026 C-HR and bZ Woodland, the U.S.-assembled 2027 Highlander BEV with range up to 320 miles, and major Super Bowl-related marketing campaigns. Price reactions have varied, with some EV product launches on Feb 17 and Feb 18 followed by small declines, while marketing-focused news on Feb 6 produced a stronger positive move. Today’s home-charging partnership fits this broader EV and electrification rollout narrative.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2025-06-20

Toyota has an effective automatic shelf registration on Form F-3ASR filed in 2025, allowing issuance of senior debt securities over time. The shelf has been used at least 2 times, including a 424B5 and 424B2 in June 2025 for sustainability-related debt offerings. Each future takedown would be detailed in a separate prospectus supplement.

Market Pulse Summary

This announcement expands Toyota’s EV ecosystem by pairing standard dual-voltage home chargers on 20...
Analysis

This announcement expands Toyota’s EV ecosystem by pairing standard dual-voltage home chargers on 2026-and-newer BEVs and PHEVs with Treehouse’s streamlined installation process, including quotes within 48 hours and integrated permitting and electrician management. It follows a series of recent BEV launches and marketing pushes. Investors may watch how adoption of these home-charging solutions supports EV uptake and how it complements Toyota’s broader North American manufacturing and battery investments.

Key Terms

level 2, battery electric vehicle, plug-in hybrid vehicle, sae j1772
4 terms
level 2 technical
"home installation process for Level 2 AC charging, from project scoping and design"
Level 2 is a real-time view of a stock’s trading interest that shows individual buy and sell orders, including the prices and sizes offered by market makers and trading venues. For investors it reveals market depth and liquidity—like seeing the full line at a ticket window rather than just the last sale—helping assess how easily a position can be bought or sold and how near-term prices might move.
battery electric vehicle technical
"2026 Toyota or Lexus battery electric vehicle (BEV) or plug-in hybrid vehicle"
A battery electric vehicle is a road vehicle powered entirely by rechargeable batteries that run an electric motor instead of a gasoline or diesel engine. Investors pay attention because BEVs change where costs, revenues and risks sit across automakers, suppliers, energy and charging networks — like replacing a gas lawnmower with an electric one shifts spending from fuel to electricity and different maintenance needs, affecting future cash flow and market demand.
plug-in hybrid vehicle technical
"battery electric vehicle (BEV) or plug-in hybrid vehicle (PHEV), the next question"
A plug-in hybrid vehicle (PHEV) is a car that combines a conventional gasoline or diesel engine with a larger rechargeable battery that can be charged from an external power source and used to drive on electric power for short trips. For investors, PHEVs matter because they sit between traditional cars and full electric vehicles, influencing consumer demand, regulatory incentives, fuel and maintenance costs, and the supply chains for batteries and auto components.
sae j1772 technical
"or an SAE J1772 plug for 2023-2025 BEV as well as past"
A SAE J1772 is the standardized plug shape and communication method used for most level 1 and level 2 electric vehicle charging in North America. Think of it like the common wall outlet and handshake that let any compatible car and charging station connect safely and reliably; investors watch standards like this because widespread compatibility lowers charging network costs, speeds EV adoption, and reduces the risk of stranded infrastructure investments.

AI-generated analysis. Not financial advice.

Saving the Hassle of Buying a Level 2 Electric Vehicle Charger, Getting Quotes, Scheduling an Electrician and Even Filing Permits… Treehouse Handles all of that for Toyota and Lexus Drivers

PLANO, Texas, and SAN FRANCISCO, Feb. 23, 2026 /PRNewswire/ -- The moment you sign the paperwork on your 2026 Toyota or Lexus battery electric vehicle (BEV) or plug-in hybrid vehicle (PHEV), the next question becomes clear: how do you want to charge it?

Fortunately, Toyota Motor North America (TMNA) has tapped the expertise of Treehouse, a software-enabled operating system for electrification programs, with the aim to make home EV charger purchase and installation easy.

As BEVs and PHEVs enter the mainstream, home charging is becoming a critical part of the ownership experience.

What makes Treehouse unique is its holistic home installation process for Level 2 AC charging, from project scoping and design to permitting and installation, with no need for multiple home visits – just one visit for hardware installation. With Treehouse's proprietary virtual scoping technology, customers receive upfront installation quotes in 48 hours or less, requiring just a handful of photos and a short survey.

From there, Treehouse manages each project from start to completion, working with licensed electricians vetted by Treehouse to assess, upgrade and install the electrical systems needed to support home EV charging, with the goal that every installation meets the highest quality and safety standards.

"Toyota and Lexus vehicles have a reputation for being easy to own and enjoyable to drive, so the home-charging experience should be as well," said Thibaut de Barros Conti, vice president, Business Incubation & Development, TMNA. "Treehouse complements our brands and empowers our customers with a one-stop shop to install their home-charging solutions."

All 2026 and newer Toyota and Lexus BEVs and PHEVs come standard with a dual-voltage 120V/240V AC home charger to allow for both Level 1 and faster Level 2 charging. With a maximum output of 7.7 kW, under ideal conditions, the dual voltage charging cable is capable of charging a vehicle from approximately 10% state of charge to full capacity overnight.

While California and ZEV states require all BEVs be sold with dual-voltage charging cable, Toyota has provided this hardware with BEVs starting from 2024 model year and PHEVs starting from 2026 model year throughout the U.S.

With the inclusion of the dual-voltage charging cable, Toyota and Lexus owners have the flexibility to access Level 2 charging by simply installing a 240V outlet through Treehouse. The dual-voltage charging cable comes with a three-year warranty for Toyota vehicles and four years for Lexus vehicles.

A hardwired ChargePoint Home Flex Level 2 charger is also available through Treehouse and can further reduce charging time by up to 30% depending on the vehicle and setup, according to Treehouse. It can be configured with either an SAE J3400 NACS charging plug for 2026 and newer BEVs or an SAE J1772 plug for 2023-2025 BEV as well as past and current PHEV models. Treehouse offers a two-year installation warranty in addition to ChargePoint's three-year hardware warranty.

"We're thrilled to work with Toyota to enhance the electrified vehicle and home charging experience for Toyota and Lexus customers," said Eric Owski, co-founder and CEO of Treehouse. "By bringing seamless, end-to-end home charging solutions into the EV ownership journey, this collaboration with Toyota reflects our shared commitment to making electrification easy and accessible for consumers."

Customers can learn more about the integrated Treehouse solutions at their local Toyota dealership, Toyota's dedicated charging hub webpage, or visit Treehouse's website at pages.treehouse.pro/toyota. For Lexus, please visit the Lexus Electrified page or Treehouse's website at pages.treehouse.pro/lexus.

About Toyota
Toyota (NYSE:TM) has been a part of the cultural fabric in North America for nearly 70 years, and is committed to advancing sustainable, next-generation mobility through our Toyota and Lexus brands, plus our more than 1,800 dealerships.

Toyota directly employs nearly 64,000 people in North America who have contributed to the design, engineering, and assembly of nearly 49 million cars and trucks at our 14 manufacturing plants. In 2025, Toyota's plant in North Carolina began to assemble automotive batteries for electrified vehicles.

For more information about Toyota, visit www.ToyotaNewsroom.com.

About Treehouse

Treehouse is a software-enabled operating system for electrification programs. The company's mission is to accelerate the decarbonization of the places we live and work by simplifying the electrification journey. By operating as a centralized, end-to-end partner, Treehouse helps companies – including auto retailers and manufacturers, fleet providers, utilities, and electrification hardware manufacturers – scale electrification programs nationwide and deliver seamless, delightful installation experiences for customers. Treehouse has raised more than $25M in financing to date from investors and partners including Flourish Ventures, Eaton, Veriten, MassMutual Ventures and more. To learn more about Treehouse, visit https://treehouse.pro/.

Toyota is not involved in, nor is it responsible, for the installation of the charger. Toyota cannot guarantee the 48-hour turnaround and one-visit representations from Treehouse. Please visit Treehouse's website for more information.

Media Contact
Jacob Brown
Jacob.brown@toyota.com
469-486-4042

 

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/toyota-and-lexus-introduce-treehouse-to-simplify-customers-home-ev-charger-installation-302694011.html

SOURCE Toyota Motor North America

FAQ

What does the Toyota (TM) partnership with Treehouse mean for 2026 BEV buyers?

It provides an end-to-end home charger purchase and installation service for 2026 BEV buyers. According to Toyota, Treehouse handles virtual scoping, permits, electrician work, and installation management to simplify home Level 2 charging setup.

How quickly does Treehouse provide installation quotes for Toyota and Lexus owners?

Treehouse aims to provide upfront installation quotes within 48 hours or less. According to Treehouse, quotes use a few photos and a short survey via proprietary virtual scoping technology to estimate work quickly.

What are the charging capabilities of the dual-voltage cable included with Toyota (TM) vehicles?

The included dual-voltage 120V/240V cable supports Level 1 and Level 2 charging with a maximum output of 7.7 kW. According to Toyota, under ideal conditions it can charge from ~10% to full overnight.

Does Treehouse offer a hardwired Level 2 charger option for Toyota and Lexus owners?

Yes. Treehouse offers a hardwired ChargePoint Home Flex Level 2 charger as an option. According to Treehouse, it can reduce charging time by up to 30% and supports NACS or J1772 plugs depending on model year.

What warranties cover the included cable and installation for Toyota (TM) and Lexus owners?

Toyota vehicles receive a three-year cable warranty and Lexus vehicles receive four years; Treehouse provides a two-year installation warranty. According to Toyota, ChargePoint hardware carries a three-year hardware warranty in addition to installation coverage.
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