# Automotive industry earnings 2026

> Live situation record from CLSTR: https://clstr.news/situations/automotive-industry-earnings-2026
> Updated: 2026-08-02T21:45:08.000Z. Sources: 49. Developments: 2.

Late July 2026 saw Toyota Industries post strong fiscal‑year results, driven by material‑handling and warehouse‑technology businesses, while Toyota Motor’s global sales slipped 2.8 % year‑on‑year but hybrid volumes rose 9 % and EV deliveries surged 135 %. Nissan returned to profit, Mitsubishi posted an 80 % jump in operating profit and a US$1.9 billion net profit, and Renesas confirmed the phased shutdown of its Takasaki semiconductor plant, retaining R&D on site. Mazda reported stable sales and a rebound to net profit.

In the first half of 2026 Toyota sold 5.39 million vehicles, maintaining its position as the world’s top carmaker for a seventh consecutive year. Hybrid sales reached 2.71 million units and EV sales 193,172 units. Nissan’s Q2 profit was ¥3.76 billion on 701,000 vehicles, while Mitsubishi’s operating profit hit ¥101 billion. In the United States, EVs accounted for 5.8 % of new‑car sales in Q2, with Tesla capturing roughly half of that share. Mazda’s Q1 results showed 304,000 vehicles sold and a net profit of ¥29.6 billion, underscoring modest growth across the Japanese auto sector.

## Claims

- McDonald’s adjusted earnings per share were US$3.38 in Q2 2026, beating the consensus estimate of US$3.32. (corroborated by 5 sources)
- McDonald’s net profit for Q2 2026 was $2.36 billion. (corroborated by 5 sources)
- McDonald’s total revenue for Q2 2026 was $7.10 billion, a 4 % increase year‑over‑year. (corroborated by 5 sources)
- Comparable sales in the United States grew 0.8 % year‑over‑year, below the analyst expectation of 0.93 %. (corroborated by 5 sources)
- Global comparable sales grew 1.3 % year‑over‑year, meeting market expectations. (corroborated by 5 sources)
- McDonald’s shares rose about 2 % in pre‑market trading after the earnings release. (corroborated by 5 sources)
- Skye Anderson was appointed president of McDonald’s U.S. operations, succeeding Joe Erlinger. (corroborated by 5 sources)
- Mitsubishi Motors operating profit increased 80 % to ¥101 billion in Q1 2026. (corroborated by 3 sources)
- Nissan posted net profit of ¥3.76 billion in the April‑June 2026 quarter. (corroborated by 2 sources)
- Nissan operating profit for the April‑June 2026 quarter was ¥77.9 billion. (corroborated by 2 sources)
- Nissan sold 701,000 vehicles in Q1 2026, a 0.9 % decline from the previous year. (corroborated by 2 sources)
- Mitsubishi Motors sold 179,000 vehicles in Q1 2026, an 8 % drop year‑on‑year. (corroborated by 2 sources)

## Timeline

### 2026-08-02: Toyota leads global auto sales as Mitsubishi and Nissan post Q2 profits

Toyota kept its global lead with 5.39 M cars sold; Mitsubishi and Nissan posted strong Q2 profits; US EV share held at 5.8 % with Tesla dominant; Renesas to close Takasaki plant.

49 sources. https://clstr.news/cluster/renesas-electronics-closes-takasaki-plant-posts-strong-q2-earnings

### 2026-07-22: Toyota Industries posts solid earnings as Mensch & Maschine reports record EBIT

Toyota Industries reports strong FY24/25 revenue and stable margins, while Mensch & Maschine posts record €28.2 M EBIT, 8.2% revenue growth and plans a dividend hike.

2 sources. https://clstr.news/cluster/toyota-industries-posts-solid-earnings-as-mensch-maschine-reports-record-ebit

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Cite as: Automotive industry earnings 2026. CLSTR, https://clstr.news/situations/automotive-industry-earnings-2026