The Tariff Bill Is Coming Due, and Automakers Are Running Out of Places to Hide It

There's a number worth sitting with: automakers have absorbed more than $35 billion in US tariff costs since 2025, and Japan's six largest carmakers alone are on track for a combined $40 billion hit by March 2027. Toyota's share of that bill runs to roughly $9.1 billion for its current fiscal year, the single largest tariff exposure of any manufacturer, from a company that built its entire postwar identity on lean, cost-disciplined manufacturing.

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