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TOYO Co. (TOYO) earnings
TOYO Co. earnings: last reported Wed, 19 Aug 2026, for the quarter ended Jun 2026.
TOYO Co. earnings callsTOYO Co. earnings calls (TOYO)
Latest concall · Q2 2026 · call held call held 19 Aug 2026
TOYO Co., Ltd. Q2 FY26 — Strong Growth Amidst Trade Policy Uncertainty
What went well
- Revenue for H1 2026 increased 87.6% year-over-year to $361.7 million.
- Gross margin for H1 2026 expanded to 32.5%, up from 16.6% in the prior year period.
- Net income for H1 2026 was $45.8 million, compared to $2.5 million in H1 2025.
What to watch
- Trade policy uncertainty and CBP reviews affected the pace of some shipments from the Ethiopian facility during Q2, leading to sequential revenue decline from Q1 to Q2.
- The company has not reaffirmed its previously issued full-year 2026 guidance due to near-term uncertainty regarding CBP issues and Section 232 implementation.
Performance −24.9% 1Y
1Y: $5.79 on 29 Sept 2025 → $4.35. High $16.99 (4 Jun 2026), low $4.18 (1 Sept 2026).
Balance sheet
| Year ending | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | $4.1K | $3.4K | $3.7K |
| Reserves | $9.70M | $50.32M | $89.98M |
| Total liabilities | $181.39M | $180.36M | $330.18M |
| Fixed assets | $142.78M | $129.04M | $220.65M |
| Total assets | $238.28M | $239.80M | $441.43M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
No filings in the last 12 months.
No officer, director or 10% owner of TOYO filed a Form 4 in this window. That is a statement about filings, not about ownership — see the note below.
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.