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

Rhea-AI Summary

Toyota (NYSE:TM) reported 2025 U.S. sales of 2,518,071 vehicles, up 8.0% year‑over‑year and 8.3% DSR. Electrified vehicle sales totaled 1,183,248, up 17.6% and representing 47.0% of sales. Toyota division sold 2,147,811 vehicles (up 8.1%) with 1,051,397 electrified units (49.0% share, +19.0%). Lexus achieved its best-ever full-year result with 370,260 vehicles (up 7.1%) and 131,851 electrified sales (35.6%, +7.2%). Q4 totals were 652,195 vehicles (+8.1%); Q4 electrified sales were 290,840 (-1.9%). In 2025 Toyota opened its first U.S. battery plant (nearly $14 billion, up to 5,100 jobs) and invested $912 million across five plants, adding 252 jobs.

Positive

• Total U.S. sales +8.0% to 2,518,071 vehicles
• Electrified sales +17.6% to 1,183,248 (47.0% of total)
• Toyota division electrified +19.0% to 1,051,397 (49.0% share)
• Lexus posts best-ever full-year sales of 370,260; Lexus electrified +7.2% to 131,851
• Opened first U.S. battery plant (~$14B investment) creating up to 5,100 jobs

Negative

• Q4 electrified vehicle sales down 1.9% to 290,840
• December electrified DSR down 3.7%
• RAV4 hybrid calendar-year sales down 12.6% year-over-year

Key Figures

2025 U.S. sales 2,518,071 vehicles TMNA full-year 2025, up 8.0% vs 2024 (volume basis)

2025 electrified sales 1,183,248 vehicles TMNA full-year 2025, up 17.6% (volume basis)

Electrified mix 2025 47.0% Share of TMNA total 2025 sales volume

Lexus 2025 sales 370,260 vehicles Lexus full-year 2025, best-ever result, up 7.1%

Toyota division 2025 EV sales 1,051,397 vehicles Toyota division electrified 2025, up 19.0%, 49.0% of sales

Lexus 2025 EV sales 131,851 vehicles Lexus electrified 2025, up 7.2%, 35.6% of sales

NC battery plant nearly $14 billion Investment in first U.S. battery plant, creating up to 5,100 jobs

U.S. hybrid investment $912 million 2025 investment across five U.S. plants, adding 252 jobs

Market Reality Check

$214.73 Last Close

Volume Volume 274,170 is slightly below the 20-day average of 299,592. normal

Technical Shares at 217.87 are trading above the 200-day MA of 190.85.

Peers on Argus 1 Down

Peers show mixed moves: GM -0.53%, F +1.21%, HMC +0.88%, RACE +0.22%, STLA +1.06%. Momentum scanner only flags XPEV moving down, suggesting today’s action in TM is more stock-specific than broad sector-driven.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 11	Philanthropy initiative	Positive	+1.4%	Donation of <b>$75,000</b> to Music Will supporting music education.
Dec 04	Marketing & charity	Positive	+1.4%	Holiday ad campaign and ><b>$40M</b> cumulative support for Boys & Girls Clubs.
Dec 03	ESG report	Positive	-0.8%	Environmental sustainability report highlighting emissions, water, and plastics reductions.
Nov 18	Hybrid investment	Positive	-1.5%	<b>$912M</b> U.S. hybrid production expansion creating <b>252</b> jobs across five plants.
Nov 12	Battery plant launch	Positive	+0.6%	Launch of <b>$13.9B</b> U.S. battery plant with up to <b>5,100</b> jobs and 30 GWh capacity.

Pattern Detected

Generally positive ESG, philanthropy, and investment news has produced mixed price reactions, with a slight tilt toward positive alignment.

Recent Company History

Over the past six months, Toyota’s headlines focused on philanthropy, branding, sustainability, and U.S. electrification investment. A $75,000 Music Will donation and a holiday campaign with >$40M in Boys & Girls Clubs support both coincided with modest gains. Environmental progress and major U.S. hybrid and battery investments, including a $13.9 billion battery plant, saw both positive and negative next-day moves, indicating investor reactions to strategic initiatives have not been uniformly directional.

Regulatory & Risk Context

Active S-3 Shelf Registration 2025-06-20

An effective Form F-3ASR shelf filed on 2025-06-20 registers senior debt securities for future offerings. The shelf is effective through 2028-06-20 and has been used at least 2 times, including sustainability bond-related prospectus supplements on 2025-06-24 and 2025-06-25.

Market Pulse Summary

This announcement highlights TMNA’s 8.0% U.S. sales growth in 2025 and strong electrified momentum, with 1,183,248 electrified vehicles representing 47.0% of volume. Lexus recorded a best-ever full-year result, and Toyota underscored major U.S. investments, including a nearly $14 billion battery plant and a separate $912 million hybrid expansion. Investors may watch how electrified mix, division-level growth, and future funding under the existing debt shelf develop from here.

Key Terms

electrified vehicles technical

"Sales of electrified vehicles for the year totaled 1,183,248, up 17.6 percent"

Vehicles that use one or more electric motors to provide some or all of their driving power, ranging from battery-only models to plug-in hybrids and mild hybrids where an electric motor assists a traditional engine. Investors watch electrified vehicles because they shift demand for fuel, batteries, raw materials, charging networks and suppliers, reshaping profit pools and which companies gain or lose market share—like replacing a gasoline-only car with one that has an electric boost.

daily selling rate technical

"up 8.0 percent on a volume basis and up 8.3 percent on a daily selling rate (DSR) basis"

Daily selling rate is the typical number or value of shares or securities a seller places into the market each trading day, showing how quickly supply is being offered. Investors watch it because a high daily selling rate can add sustained selling pressure that pushes a stock’s price down and affects liquidity, while a low rate means less immediate supply and potentially steadier prices—think of it as the flow of water from a faucet that influences the level in a basin.

plug-in hybrid technical

"Best-ever year for:NX HybridNX Plug-in HybridGXRX Plug-in HybridTX"

A plug-in hybrid is a type of vehicle that combines a traditional gasoline engine with an electric battery that can be recharged by plugging it into an external power source. This allows the car to run on electric power alone for short distances, reducing fuel use and emissions. For investors, plug-in hybrids represent advances in clean transportation technology that could influence automotive markets and environmental policies.

bev technical

"TOYOTA BZ BEV | 2,054 | 1,854 | 6.5 | 10.8 | 15,609 | 18,570"

Bev is a common shorthand for bevacizumab, a lab-made antibody drug that blocks blood vessel growth to tumors; think of it as cutting off the supply lines a growing city needs. Investors watch news about bev closely because trial results, regulatory decisions, or changes in use can materially affect sales forecasts, drug portfolios and a company’s valuation in the oncology market.

hybrid technical

"TOYOTA PRIUS HYBRID | 2,989 | 3,716 | -22.7 | -19.6"

A hybrid is a combination of two different things designed to work together, often to improve performance or offer new benefits. For investors, it can mean an asset or strategy that blends features from different types of investments, aiming to reduce risk or increase potential returns. This mix helps create a balanced approach, offering both stability and growth opportunities.

AI-generated analysis. Not financial advice.

• TMNA 2025 sales up 8.0 percent
• Year-end electrified Toyota and Lexus sales make up 47 percent of total sales volume
• 30 electrified vehicle options available between both Toyota and Lexus brands
• Lexus records its best-ever full-year sales result

PLANO, Texas, Jan. 5, 2026 /PRNewswire/ -- Toyota Motor North America (TMNA) today reported year-end 2025 U.S. sales of 2,518,071 vehicles, up 8.0 percent on a volume basis and up 8.3 percent on a daily selling rate (DSR) basis compared to 2024. Sales of electrified vehicles for the year totaled 1,183,248, up 17.6 percent on a volume basis and up 17.9 percent on a DSR basis, representing 47.0 percent of total sales volume. 

For the fourth quarter, TMNA reported sales of 652,195 vehicles, up 8.1 percent on a volume basis and up 8.1 percent on a DSR basis versus the fourth quarter of 2024. Sales of electrified vehicles for the fourth quarter totaled 290,840, down 1.9 percent on a volume basis and down 1.9 percent on a DSR basis, representing 44.6 percent of total sales volume.

TMNA reported December 2025 sales of 231,513 vehicles, up 10.3 percent on a volume basis and up 6.0 percent on a DSR basis versus December 2024. Sales of electrified vehicles for the month totaled 104,088, up 0.2 percent on a volume basis and down 3.7 percent on a DSR basis, representing 45.0 percent of total sales volume.

Toyota division posted year-end 2025 sales of 2,147,811 vehicles, up 8.1 percent on a volume basis and up 8.4 percent on a DSR basis. For the quarter, Toyota division reported sales of 552,510 vehicles, up 9.3 percent on a volume basis and up 9.3 percent on a DSR basis. Toyota division reported December sales of 193,280 vehicles, up 11.8 percent on a volume basis and up 7.5 percent on a DSR basis. 

Lexus division posted year-end 2025 sales of 370,260 vehicles, up 7.1 percent on a volume basis and up 7.5 percent on a DSR basis. For the quarter, Lexus division reported sales of 99,685 vehicles, up 2.3 percent on a volume basis and up 2.3 percent on a DSR basis. Lexus division reported December sales of 38,233 vehicles, up 3.2 percent on a volume basis and down 0.8 percent on a DSR basis.

"We're grateful for the strong response from our Toyota customers in 2025, which reflects our deep commitment to affordability and choice," said Andrew Gilleland, senior vice president, Automotive Operations Group, Toyota Motor North America. "The success of iconic top-sellers like the Camry and Corolla, alongside a broad lineup of vehicles starting under $30,000, shows that customers value having accessible options. This momentum was also fueled by our popular electrified vehicles, the ever-popular RAV4, and the exciting, redesigned Tacoma."

"We also had an exceptional year at Lexus," continued Gilleland. "It was encouraging to see more customers choose our vehicles across the luxury market. We attracted many new buyers drawn to our advanced technology and growing electrified offerings. For both brands, we remain focused on delivering vehicles that fit a wide range of lifestyles in the year ahead."

Highlights (volume basis unless otherwise noted) 

TMNA:

• 2025 sales up 8.0 percent
• 2025 electrified vehicle sales of 1,183,248, up 17.6 percent; represents 47.0 percent of total sales volume
• Fourth quarter sales up 8.1 percent
• Fourth quarter electrified vehicle sales of 290,840, down 1.9 percent
• December sales up 10.3 percent
• December electrified vehicle sales of 104,088, up 0.2 percent
• 30 total electrified vehicles currently available in dealerships between both the Toyota and Lexus brands
• Among the lowest incentives among full-line manufacturers
• In 2025, Toyota launched its first U.S. battery plant in North Carolina, a nearly $14 billion investment creating up to 5,100 American jobs; and invested $912 million across five manufacturing plants, adding 252 new jobs, as part of its commitment to invest $10 billion in the U.S. over the next five years

Toyota Division:

• 4th all-time best sales year, and best since 2017
• 2025 electrified vehicle sales of 1,051,397, up 19.0 percent; represents 49.0 percent of total sales volume
• Year-end sales up 8.1 percent
• Fourth quarter sales up 9.3 percent
• Fourth quarter electrified vehicle sales of 257,867, down 1.9 percent
• December sales up 11.8 percent
• December electrified vehicle sales of 90,097, down 1.2 percent
• Best-ever year for:
• GR Corolla
• Corolla Hybrid
• Camry Hybrid
• 4Runner Hybrid
• Corolla Cross
• Crown Signia
• Grand Highlander
• Land Cruiser Hybrid
• RAV4
• Sequoia
• Tacoma

Lexus Division:

• Division records its best-ever full-year sales result
• 2025 electrified vehicle sales of 131,851—an all-time best ever—up 7.2 percent; represents 35.6 percent of total sales volume
• Year-end sales up 7.1 percent
• Fourth quarter sales up 2.3 percent
• Fourth quarter electrified vehicle sales of 32,973, down 1.6 percent
• December sales up 3.2 percent
• December electrified vehicle sales of 13,991, up 9.9 percent
• Best-ever year for:
• NX Hybrid
• NX Plug-in Hybrid
• GX
• RX Plug-in Hybrid
• TX
• TX Hybrid
• TX Plug-in Hybrid

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.

Media contact:
Derrick Brown
derrick.brown@toyota.com

 

TOYOTA  U.S. SALES SUMMARY
December 2025
	-- CURRENT MONTH --				-- CALENDAR YEAR TO DATE --
	2025	2024	DSR %	VOL %	2025	2024	DSR %	VOL %
TOTAL TMNA	231,513	209,953	6.0	10.3	2,518,071	2,332,623	8.3	8.0
TOTAL TOYOTA DIV.	193,280	172,909	7.5	11.8	2,147,811	1,986,954	8.4	8.1
TOTAL LEXUS DIV.	38,233	37,044	-0.8	3.2	370,260	345,669	7.5	7.1
COROLLA	23,517	17,720	27.6	32.7	248,088	232,908	6.9	6.5
SUPRA	277	70	280.5	295.7	2,953	2,615	13.3	12.9
GR86 (INCL FR-S)	576	579	-4.3	-0.5	9,940	11,426	-12.7	-13.0
MIRAI	26	35	-28.6	-25.7	210	499	-57.8	-57.9
CROWN	1,219	810	44.7	50.5	12,309	19,648	-37.1	-37.4
PRIUS	4,042	5,211	-25.4	-22.4	56,488	44,711	26.8	26.3
CAMRY	28,512	26,811	2.3	6.3	316,185	309,876	2.4	2.0
TOTAL TOYOTA DIV. CAR	58,169	51,236	9.2	13.5	646,176	621,696	4.3	3.9
IS	1,836	1,458	21.1	25.9	19,714	18,946	4.4	4.1
RC	94	175	-48.4	-46.3	1,349	1,854	-27.0	-27.2
ES	3,646	5,005	-30.0	-27.2	39,926	43,156	-7.2	-7.5
LS	86	158	-47.7	-45.6	1,082	2,163	-49.8	-50.0
LC	98	72	30.9	36.1	1,286	1,464	-11.9	-12.2
TOTAL LEXUS DIV. CAR	5,760	6,868	-19.4	-16.1	63,357	67,587	-6.0	-6.3
TOTAL TMNA CAR	63,929	58,104	5.8	10.0	709,533	689,283	3.3	2.9
BZ	2,054	1,854	6.5	10.8	15,609	18,570	-15.7	-15.9
RAV4	42,028	44,296	-8.8	-5.1	479,288	475,193	1.2	0.9
COROLLA CROSS	8,851	7,448	14.3	18.8	99,798	93,021	7.6	7.3
CROWN SIGNIA	1,726	2,794	-40.6	-38.2	20,550	10,263	100.9	100.2
VENZA	1	1,315	-99.9	-99.9	707	32,086	-97.8	-97.8
HIGHLANDER	4,426	3,252	30.9	36.1	56,208	89,658	-37.1	-37.3
GRAND HIGHLANDER	11,620	8,429	32.6	37.9	136,801	71,721	91.4	90.7
4RUNNER	11,132	60	17,739.6	18,453.3	98,805	92,156	7.2	7.6
SEQUOIA	2,634	2,105	20.3	25.1	26,186	26,097	0.7	0.3
LAND CRUISER	3,174	5,399	-43.5	-41.2	43,946	29,113	51.4	50.9
TOTAL TOYOTA DIV. SUV	87,646	76,953	9.5	13.9	977,901	937,880	4.6	4.3
SIENNA	8,747	7,032	19.6	24.4	101,486	75,037	35.7	35.2
TACOMA	25,075	22,715	6.1	10.4	274,638	192,813	42.9	42.4
TUNDRA	13,643	14,973	-12.4	-8.9	147,610	159,528	-7.2	-7.5
TOTAL TOYOTA DIV. PICKUP	38,718	37,688	-1.2	2.7	422,248	352,341	20.2	19.8
TOTAL TOYOTA DIV. TRUCK	135,111	121,673	6.8	11.0	1,501,635	1,365,258	10.3	10.0
UX	635	948	-35.6	-33.0	8,421	8,877	-4.8	-5.1
NX	7,913	8,120	-6.3	-2.5	76,836	74,488	3.5	3.2
RZ	895	397	116.8	125.4	6,400	9,697	-33.8	-34.0
RX	12,463	13,027	-8.0	-4.3	113,256	118,636	-4.2	-4.5
TX	6,913	3,462	92.0	99.7	57,346	28,640	100.9	100.2
GX	2,692	3,468	-25.4	-22.4	37,180	30,914	20.7	20.3
LX	962	754	22.7	27.6	7,464	6,830	9.6	9.3
TOTAL LEXUS DIV. TRUCK	32,473	30,176	3.5	7.6	306,903	278,082	10.7	10.4
TOTAL TMNA TRUCK	167,584	151,849	6.1	10.4	1,808,538	1,643,340	10.4	10.1
Selling Days	26	25			307	308
DSR = Daily Selling Rate
TOYOTA U.S. ELECTRIFIED VEHICLE SALES SUMMARY
December 2025
	-- CURRENT MONTH --				-- CALENDAR YEAR TO DATE --
	2025	2024	DSR %	VOL%	2025	2024	DSR %	VOL%
TOYOTA PRIUS HYBRID	2,989	3,716	-22.7	-19.6	40,985	32,039	28.3	27.9
TOYOTA PRIUS PLUG-IN HYBRID	1,053	1,495	-32.3	-29.6	15,503	12,672	22.7	22.3
TOYOTA COROLLA HYBRID	4,520	3,737	16.3	21.0	50,245	50,190	0.4	0.1
TOYOTA CAMRY HYBRID	28,506	26,789	2.3	6.4	316,115	205,156	54.6	54.1
TOYOTA MIRAI	26	35	-28.6	-25.7	210	499	-57.8	-57.9
TOYOTA CROWN	1,219	810	44.7	50.5	12,309	19,648	-37.1	-37.4
TOYOTA SIENNA HYBRID	8,747	7,031	19.6	24.4	101,476	75,008	35.7	35.3
TOYOTA 4RUNNER HYBRID	2,844	0	0.0	0.0	21,456	0	0.0	0.0
TOYOTA HIGHLANDER HYBRID	1,434	2,487	-44.6	-42.3	24,720	24,777	0.1	-0.2
TOYOTA GRAND HIGHLANDER HYBRID	7,031	2,999	125.4	134.4	69,210	26,119	165.8	165.0
TOYOTA SEQUOIA HYBRID	2,634	2,104	20.4	25.2	26,186	26,091	0.7	0.4
TOYOTA LAND CRUISER HYBRID	3,174	5,399	-43.5	-41.2	43,946	29,113	51.4	50.9
TOYOTA BZ BEV	2,054	1,854	6.5	10.8	15,609	18,570	-15.7	-15.9
TOYOTA RAV4 HYBRID	13,765	20,612	-35.8	-33.2	181,433	208,356	-12.6	-12.9
TOYOTA RAV4 PLUG-IN HYBRID	1,271	2,147	-43.1	-40.8	20,272	31,093	-34.6	-34.8
TOYOTA COROLLA CROSS HYBRID	1,553	2,803	-46.7	-44.6	29,422	35,289	-16.4	-16.6
TOYOTA CROWN SIGNIA	1,726	2,794	-40.6	-38.2	20,550	10,263	100.9	100.2
TOYOTA VENZA HYBRID	1	1,315	-99.9	-99.9	707	32,086	-97.8	-97.8
TOYOTA TACOMA HYBRID	2,754	1,720	54.0	60.1	30,493	9,444	223.9	222.9
TOYOTA TUNDRA HYBRID	2,796	1,358	98.0	105.9	30,549	37,010	-17.2	-17.5
LEXUS ES HYBRID	358	1,816	-81.0	-80.3	16,063	18,481	-12.8	-13.1
LEXUS UX HYBRID	635	948	-35.6	-33.0	8,421	8,877	-4.8	-5.1
LEXUS LX HYBRID	413	0	0.0	0.0	2,883	0	0.0	0.0
LEXUS NX HYBRID	3,078	2,832	4.5	8.7	30,203	27,129	11.7	11.3
LEXUS NX PLUG-IN HYBRID	699	832	-19.2	-16.0	7,008	6,301	11.6	11.2
LEXUS RZ BEV	895	397	116.8	125.4	6,400	9,697	-33.8	-34.0
LEXUS RX HYBRID	5,974	4,618	24.4	29.4	43,259	42,876	1.2	0.9
LEXUS RX PLUG-IN HYBRID	526	569	-11.1	-7.6	5,873	4,248	38.7	38.3
LEXUS TX HYBRID	1,328	634	101.4	109.5	10,740	4,812	123.9	123.2
LEXUS TX PLUG-IN HYBRID	84	70	15.4	20.0	953	502	90.5	89.8
LEXUS LS HYBRID	0	9	-100.0	-100.0	38	94	-59.4	-59.6
LEXUS LC HYBRID	1	1	-3.8	0.0	10	18	-44.3	-44.4
TOTAL TMNA Electrified Vehicles	104,088	103,931	-3.7	0.2	1,183,248	1,006,461	17.9	17.6
TOTAL TOYOTA Electrified Vehicles	90,097	91,205	-5.0	-1.2	1,051,397	883,426	19.4	19.0
TOTAL LEXUS Electrified Vehicles	13,991	12,726	5.7	9.9	131,851	123,035	7.5	7.2
TOTAL TMNA SALES RATIO	45.0 %	49.5 %			47.0 %	43.1 %
Selling Days	26	25			307	308

 

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SOURCE Toyota Motor North America

FAQ

What were Toyota (TM) total U.S. vehicle sales for 2025 and the year-over-year change?

Toyota reported 2,518,071 U.S. vehicle sales in 2025, up 8.0% versus 2024.

How large was Toyota's electrified vehicle mix in 2025 (Toyota NYSE:TM)?

Electrified vehicles totaled 1,183,248 in 2025, representing 47.0% of Toyota's U.S. sales.

What headline results did Lexus report for 2025 (NYSE:TM Lexus division)?

Lexus recorded a best-ever full-year result with 370,260 vehicles sold, and 131,851 electrified sales (+7.2%).

Did Toyota make major U.S. manufacturing investments in 2025 and what was the scale?

Yes; Toyota began its first U.S. battery plant (~$14 billion) creating up to 5,100 jobs and invested $912 million across five plants adding 252 jobs.

How did electrified vehicle sales perform in Q4 2025 for Toyota (NYSE:TM)?

Q4 electrified vehicle sales were 290,840, down 1.9% versus Q4 2024.