Toyota Motor North America Reports June, Second Quarter 2026 U.S. Sales Results

Rhea-AI Summary

Toyota (NYSE:TM) reported June 2026 U.S. sales of 212,793 vehicles, up 10.1% year over year, with electrified models at 122,063 units, up 35.0% and representing 57.4% of volume. Second-quarter sales were 673,971, up 1.1%, including 383,091 electrified vehicles, up 19.5%.

Toyota division June sales rose 11.2% and Lexus 3.9%; Lexus achieved a best-ever June, while RAV4 Hybrid also set an all-time record. TMNA offers 33 electrified vehicles across Toyota and Lexus.

Positive

• June 2026 TMNA U.S. sales 212,793, up 10.1% YoY
• June electrified vehicle sales 122,063, up 35.0%, 57.4% of volume
• Q2 2026 TMNA electrified sales 383,091, up 19.5% YoY
• Toyota division Q2 2026 sales 585,211, up 2.6% YoY
• RAV4 Hybrid achieved all-time best-ever sales performance
• Lexus division posted all-time best-ever June
• Total TMNA electrified vehicles YTD 670,367, up 10.0% YoY

Negative

• Lexus division Q2 2026 sales 88,760, down 7.5% YoY
• Total Lexus division car sales June 2026 down 27.2% YoY
• Total TMNA SUV volume YTD 2026 down 4.0% YoY
• Prius YTD 2026 sales 19,518, down 42.3% YoY
• Land Cruiser YTD 2026 sales 16,412, down 40.0% YoY

News Market Reaction – TM

+0.74%

+0.74% Session close to close

In the Jul 1 session, TM gained 0.74%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights U.S. volume growth with electrified vehicles at 57.4% of June sales and...

Analysis

This announcement highlights U.S. volume growth with electrified vehicles at 57.4% of June sales and a 19.5% Q2 electrified increase. Investors may track Lexus softness, sector-wide auto sentiment, and use of the existing senior-debt shelf.

Key Figures

June U.S. sales: 212,793 vehicles June electrified sales: 122,063 vehicles Q2 U.S. sales: 673,971 vehicles +5 more

8 metrics

June U.S. sales 212,793 vehicles June 2026 TMNA U.S. sales, up 10.1% vs. June 2025

June electrified sales 122,063 vehicles June 2026 TMNA electrified vehicles, up 35.0% vs. June 2025

Q2 U.S. sales 673,971 vehicles TMNA second quarter 2026 U.S. sales, up 1.1% vs. Q2 2025

Q2 electrified sales 383,091 vehicles TMNA second quarter 2026 electrified vehicle sales, up 19.5%

Electrified mix June 57.4% Electrified share of TMNA June 2026 sales volume

Toyota div. June sales 183,627 vehicles Toyota division June 2026 U.S. sales, up 11.2% vs. June 2025

Lexus Q2 sales 88,760 vehicles Lexus division second quarter 2026 U.S. sales, down 7.5%

Electrified models 33 options Total electrified vehicle options across Toyota and Lexus in U.S.

Historical Context

5 past events · Latest: Jun 30 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 30	Strategic alliance	Positive	-1.7%	Joby Aviation alliance to scale all-electric air taxi manufacturing and capacity.
Jun 16	ESG spotlight	Positive	-1.1%	TV feature on Environmental Challenge 2050 and broader clean mobility initiatives.
Jun 15	Brand documentary	Positive	+3.0%	Documentary highlighting U.S. manufacturing, NC battery site, and electrification.
Jun 11	Marketing campaign	Positive	+1.7%	Latino-focused soccer campaign emphasizing endurance and truck durability branding.
Jun 02	Safety research	Positive	-1.3%	Ten new Collaborative Safety Research Center projects with academic partnerships.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent Toyota headlines have drawn mixed market reactions, with several positive updates met by modest share-price declines.

Key Terms

daily selling rate, plug-in hybrid, bev, electrified vehicles

4 terms

daily selling rate financial

"up 10.1 percent on a volume basis and up 5.7 percent on a daily selling rate"

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

"TOYOTA RAV4 PLUG-IN HYBRID | 4,554 | 633 | 590.7 | 619.4"

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

"C-HR BEV | 1,594 | 0 | 0.0 | 0.0 | 3,748 | 2"

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.

electrified vehicles technical

"Sales of electrified vehicles for the month totaled 122,063, up 35.0 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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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• RAV4 Hybrid achieved an all-time best-ever
• Best-ever June sales for Lexus division
• 33 electrified vehicle options available between both Toyota and Lexus brands
• TMNA June electrified vehicle sales of 122,063, up 35.0 percent

PLANO, Texas, July 1, 2026 /PRNewswire/ -- Toyota Motor North America (TMNA) today reported June 2026 U.S. sales of 212,793 vehicles, up 10.1 percent on a volume basis and up 5.7 percent on a daily selling rate (DSR) basis compared to June 2025. Sales of electrified vehicles for the month totaled 122,063, up 35.0 percent on a volume basis and up 29.6 percent on a DSR basis, representing 57.4 percent of total sales volume. 

For the second quarter, TMNA reported sales of 673,971 vehicles, up 1.1 percent on a volume basis and up 1.1 percent on a DSR basis versus the second quarter of 2025. Sales of electrified vehicles for the second quarter totaled 383,091, up 19.5 percent on a volume basis and up 19.5 percent on a DSR basis, representing 56.8 percent of total sales volume.

Toyota division posted June sales of 183,627 vehicles, up 11.2 percent on a volume basis and up 6.8 percent on a DSR basis. For the quarter, Toyota division reported sales of 585,211 vehicles, up 2.6 percent on a volume basis and up 2.6 percent on a DSR basis.

Lexus division posted June sales of 29,166 vehicles, up 3.9 percent on a volume basis and down 0.3 percent on a DSR basis. For the quarter, Lexus division reported sales of 88,760 vehicles, down 7.5 percent on a volume basis and down 7.5 percent on a DSR basis.

"Our second-quarter results reflect continued momentum across the Toyota and Lexus lineups," said Andrew Gilleland, senior vice president, Automotive Operations Group, Toyota Motor North America. "Strong demand and disciplined inventory management have fueled consistent gains versus a year ago, and accelerating interest in our electrified vehicles—with month-over-month growth throughout the quarter—reinforces that our multi-pathway approach is resonating. Combined with our commitment to affordability and a broad range of vehicles starting under $35,000, we're well-positioned to expand access to electrification while delivering value across every powertrain."

Highlights (volume basis unless otherwise noted) 

TMNA:

• Second quarter sales up 1.1 percent
• Second quarter electrified vehicle sales of 383,091, up 19.5 percent
• June sales up 10.1 percent
• June electrified vehicle sales of 122,063, up 35.0 percent
• 33 total electrified vehicles currently available in dealerships between both the Toyota and Lexus brands
• Among the lowest incentives among full-line manufacturers

Toyota Division:

• RAV4 Hybrid achieved an all-time best-ever
• All-time best-ever electrification mix at 61.4%
• Second quarter sales up 2.6 percent
• Second quarter electrified vehicle sales of 345,791, up 21.1 percent
• June sales up 11.2 percent
• June electrified vehicle sales of 110,627, up 38.0 percent

Lexus Division:

• Achieved an all-time best-ever June
• Second quarter sales down 7.5 percent
• Second quarter electrified vehicle sales of 37,300, up 6.5 percent
• June sales up 3.9 percent
• June electrified vehicle sales of 11,436, up 11.7 percent

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 more than 50 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
June 2026
	-- CURRENT MONTH --				-- CALENDAR YEAR TO DATE --
	2026	2025	DSR %	VOL %	2026	2025	DSR %	VOL %
TOTAL TMNA	212,793	193,209	5.7	10.1	1,243,391	1,236,600	0.5	0.5
TOTAL TOYOTA DIV.	183,627	165,135	6.8	11.2	1,073,679	1,057,634	1.5	1.5
TOTAL LEXUS DIV.	29,166	28,074	-0.3	3.9	169,712	178,966	-5.2	-5.2
COROLLA	19,873	18,662	2.2	6.5	131,403	120,052	9.5	9.5
SUPRA	449	308	39.9	45.8	2,116	1,231	71.9	71.9
GR86 (INCL FR-S)	754	809	-10.5	-6.8	4,007	5,427	-26.2	-26.2
MIRAI	20	7	174.3	185.7	129	46	180.4	180.4
CROWN	656	922	-31.7	-28.9	5,152	5,054	1.9	1.9
PRIUS	4,029	3,684	5.0	9.4	19,518	33,845	-42.3	-42.3
CAMRY	31,573	25,335	19.6	24.6	179,044	155,330	15.3	15.3
TOTAL TOYOTA DIV. CAR	57,354	49,727	10.7	15.3	341,371	320,987	6.4	6.4
IS	2,888	1,310	111.6	120.5	14,071	9,858	42.7	42.7
RC	3	94	-96.9	-96.8	237	805	-70.6	-70.6
ES	331	3,089	-89.7	-89.3	3,896	19,181	-79.7	-79.7
LS	1	67	-98.6	-98.5	146	691	-78.9	-78.9
LC	144	65	112.7	121.5	689	790	-12.8	-12.8
TOTAL LEXUS DIV. CAR	3,367	4,625	-30.1	-27.2	19,039	31,325	-39.2	-39.2
TOTAL TMNA CAR	60,721	54,352	7.2	11.7	360,410	352,312	2.3	2.3
C-HR BEV	1,594	0	0.0	0.0	3,748	2	187,300.0	187,300.0
BZ	1,953	1,223	53.3	59.7	17,553	9,249	89.8	89.8
BZ WOODLAND	294	0	0.0	0.0	554	0	0.0	0.0
RAV4	32,350	36,810	-15.6	-12.1	153,955	239,451	-35.7	-35.7
COROLLA CROSS	9,644	7,595	21.9	27.0	61,541	51,324	19.9	19.9
CROWN SIGNIA	1,728	1,077	54.0	60.4	11,231	12,282	-8.6	-8.6
VENZA	1	3	-68.0	-66.7	6	692	-99.1	-99.1
HIGHLANDER	3,941	5,071	-25.4	-22.3	32,059	30,056	6.7	6.7
GRAND HIGHLANDER	12,126	11,577	0.6	4.7	75,521	65,419	15.4	15.4
4RUNNER	12,981	5,754	116.6	125.6	72,320	30,013	141.0	141.0
SEQUOIA	2,457	2,126	10.9	15.6	13,939	12,222	14.0	14.0
LAND CRUISER	2,087	2,885	-30.6	-27.7	16,412	27,336	-40.0	-40.0
TOTAL TOYOTA DIV. SUV	81,156	74,121	5.1	9.5	458,840	478,046	-4.0	-4.0
SIENNA	10,641	8,345	22.4	27.5	55,252	52,762	4.7	4.7
TACOMA	23,158	21,508	3.4	7.7	143,848	130,873	9.9	9.9
TUNDRA	11,318	11,434	-5.0	-1.0	74,368	74,966	-0.8	-0.8
TOTAL TOYOTA DIV. PICKUP	34,476	32,942	0.5	4.7	218,216	205,839	6.0	6.0
TOTAL TOYOTA DIV. TRUCK	126,273	115,408	5.0	9.4	732,308	736,647	-0.6	-0.6
UX	813	664	17.5	22.4	5,382	5,001	7.6	7.6
NX	5,781	6,227	-10.9	-7.2	30,763	38,253	-19.6	-19.6
RZ	1,004	763	26.3	31.6	7,814	3,779	106.8	106.8
RX	9,836	8,108	16.5	21.3	59,904	52,888	13.3	13.3
TX	5,301	4,729	7.6	12.1	28,112	25,147	11.8	11.8
GX	2,444	2,428	-3.4	0.7	14,981	18,893	-20.7	-20.7
LX	620	530	12.3	17.0	3,717	3,680	1.0	1.0
TOTAL LEXUS DIV. TRUCK	25,799	23,449	5.6	10.0	150,673	147,641	2.1	2.1
TOTAL TMNA TRUCK	152,072	138,857	5.1	9.5	882,981	884,288	-0.1	-0.1
Selling Days	25	24			152	152
DSR = Daily Selling Rate
TOYOTA U.S. ELECTRIFIED VEHICLE SALES SUMMARY
June 2026
	-- CURRENT MONTH --				-- CALENDAR YEAR TO DATE --
	2026	2025	DSR %	VOL%	2026	2025	DSR %	VOL%
TOYOTA PRIUS HYBRID	1,825	2,421	-27.6	-24.6	11,785	26,221	-55.1	-55.1
TOYOTA PRIUS PLUG-IN HYBRID	2,204	1,263	67.5	74.5	7,733	7,624	1.4	1.4
TOYOTA COROLLA HYBRID	3,157	3,288	-7.8	-4.0	23,731	27,554	-13.9	-13.9
TOYOTA CAMRY HYBRID	31,573	25,333	19.6	24.6	179,033	155,289	15.3	15.3
TOYOTA MIRAI	20	7	174.3	185.7	129	46	180.4	180.4
TOYOTA CROWN	656	922	-31.7	-28.9	5,152	5,054	1.9	1.9
TOYOTA SIENNA HYBRID	10,641	8,344	22.4	27.5	55,248	52,755	4.7	4.7
TOYOTA 4RUNNER HYBRID	3,659	1,610	118.2	127.3	17,142	5,512	211.0	211.0
TOYOTA HIGHLANDER HYBRID	2,242	2,032	5.9	10.3	22,894	15,378	48.9	48.9
TOYOTA GRAND HIGHLANDER HYBRID	6,645	5,431	17.5	22.4	44,280	31,481	40.7	40.7
TOYOTA SEQUOIA HYBRID	2,457	2,126	10.9	15.6	13,939	12,222	14.0	14.0
TOYOTA LAND CRUISER HYBRID	2,087	2,885	-30.6	-27.7	16,412	27,336	-40.0	-40.0
TOYOTA BZ BEV	1,953	1,223	53.3	59.7	17,553	9,249	89.8	89.8
TOYOTA BZ WOODLAND BEV	294	0	0.0	0.0	554	0	0.0	0.0
TOYOTA RAV4 HYBRID	27,774	14,565	83.1	90.7	118,016	95,813	23.2	23.2
TOYOTA RAV4 PLUG-IN HYBRID	4,554	633	590.7	619.4	14,775	11,357	30.1	30.1
TOYOTA COROLLA CROSS HYBRID	1,932	1,922	-3.5	0.5	8,209	17,992	-54.4	-54.4
TOYOTA CROWN SIGNIA	1,728	1,077	54.0	60.4	11,231	12,282	-8.6	-8.6
TOYOTA VENZA HYBRID	1	3	-68.0	-66.7	6	692	-99.1	-99.1
TOYOTA TACOMA HYBRID	3,030	2,573	13.1	17.8	16,446	14,282	15.2	15.2
TOYOTA TUNDRA HYBRID	2,195	2,492	-15.4	-11.9	13,891	13,430	3.4	3.4
LEXUS ES HYBRID	3	1,629	-99.8	-99.8	160	8,509	-98.1	-98.1
LEXUS UX HYBRID	813	664	17.5	22.4	5,382	5,001	7.6	7.6
LEXUS LX HYBRID	338	243	33.5	39.1	1,872	1,158	61.7	61.7
LEXUS NX HYBRID	2,515	2,668	-9.5	-5.7	15,137	15,450	-2.0	-2.0
LEXUS NX PLUG-IN HYBRID	747	380	88.7	96.6	5,813	4,230	37.4	37.4
LEXUS RZ BEV	1,004	763	26.3	31.6	7,814	3,779	106.8	106.8
LEXUS RX HYBRID	4,054	2,452	58.7	65.3	25,483	21,507	18.5	18.5
LEXUS RX PLUG-IN HYBRID	678	323	101.5	109.9	4,167	3,449	20.8	20.8
LEXUS TX HYBRID	1,086	1,028	1.4	5.6	5,623	4,364	28.8	28.8
LEXUS TX PLUG-IN HYBRID	196	85	121.4	130.6	750	427	75.6	75.6
LEXUS LS HYBRID	0	1	-100.0	-100.0	1	24	-95.8	-95.8
LEXUS LC HYBRID	2	1	92.0	100.0	5	7	-28.6	-28.6
TOTAL TMNA Electrified Vehicles	122,063	90,387	29.6	35.0	670,367	609,475	10.0	10.0
TOTAL TOYOTA Electrified Vehicles	110,627	80,150	32.5	38.0	598,160	541,570	10.4	10.4
TOTAL LEXUS Electrified Vehicles	11,436	10,237	7.2	11.7	72,207	67,905	6.3	6.3
TOTAL TMNA SALES RATIO	57.4 %	46.8 %			53.9 %	49.3 %
Selling Days	25	24			152	152

 

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SOURCE Toyota Motor North America

FAQ

How did Toyota (TM) perform in U.S. sales for June 2026?

Toyota reported U.S. June 2026 sales of 212,793 vehicles, up 10.1% year over year. According to Toyota, daily selling rate increased 5.7%, with strong contributions from electrified vehicles representing 57.4% of total monthly volume.

What were Toyota (TM) second-quarter 2026 U.S. sales and electrified volumes?

Toyota reported Q2 2026 U.S. sales of 673,971 vehicles, up 1.1% year over year. According to Toyota, electrified vehicle sales reached 383,091 units in the quarter, also up 19.5% and accounting for 56.8% of total volume.

How fast are Toyota (TM) electrified vehicle sales growing in June 2026?

Toyota’s U.S. electrified vehicle sales for June 2026 were 122,063 units, up 35.0% year over year. According to Toyota, electrified models accounted for 57.4% of total June volume, reflecting increasing customer adoption across Toyota and Lexus lineups.

What were Toyota division versus Lexus division U.S. sales in June 2026?

Toyota division June 2026 U.S. sales were 183,627 vehicles, up 11.2% year over year, while Lexus sold 29,166 vehicles, up 3.9%. According to Toyota, Lexus achieved an all-time best-ever June performance in the U.S. market.

How did Lexus (Toyota TM) perform in second-quarter 2026 U.S. sales?

Lexus posted Q2 2026 U.S. sales of 88,760 vehicles, down 7.5% year over year. According to Toyota, Lexus electrified vehicle sales in the quarter totaled 37,300 units, up 6.5%, indicating growth within the electrified portfolio despite overall volume decline.

What is the share of electrified vehicles in Toyota (TM) U.S. sales year-to-date 2026?

Year-to-date 2026, Toyota sold 670,367 electrified vehicles in the U.S., up 10.0% year over year. According to Toyota, total TMNA sales ratio for electrified vehicles was 53.9% of overall volume over the same period.

How many electrified vehicle models does Toyota (TM) offer in the U.S. as of mid-2026?

Toyota offers 33 electrified vehicle options across Toyota and Lexus brands in U.S. dealerships. According to Toyota, this lineup spans hybrids, plug-in hybrids, battery electric vehicles, and fuel cell models, supporting its multi-pathway approach to vehicle electrification.