Toyota U.S. Sales Up Nearly 1% to 1.25M; Cuts 100k Overseas Production
TM•Toyota U.S. sales rose nearly 1% to 1.25 million vehicles in H1 2026 while General Motors saw a 7.2% decline. Toyota will cut overseas production by around 100,000 units through February 2027 due to Strait of Hormuz disruptions and expand its 2026 ZEV lineup with new BEVs and PHEVs.
1. U.S. Sales Performance
Toyota’s U.S. vehicle deliveries reached 1.25 million in the first half of 2026, marking a 0.9% increase year over year and narrowing the gap with General Motors, whose U.S. sales fell 7.2%.
2. Overseas Production Cuts
Toyota plans to reduce overseas production by around 100,000 units through February 2027 in response to disrupted tanker traffic in the Strait of Hormuz following military strikes, affecting petrol variants of the RAV4 and Avalon as well as EV models like the bZ3X, bZ7 and Camry.
3. Domestic Production Adjustments
Domestic output is set to rise by 4,200 vehicles in the second half of the fiscal year versus prior plans, with increased production of the RAV4 and Land Cruiser 250 SUVs while Lexus ES sedan volumes for China will be trimmed due to softer demand.
4. EV Lineup Expansion
Toyota is expanding its 2026 ZEV portfolio with new battery-electric and plug-in hybrid models, including an upcoming three-row electric vehicle, aiming to broaden consumer choice and strengthen its competitive stance in key EV markets.
