As Toyota (NYSE:TM) reports earnings and returns to its high seat as the No. 1 selling automaker, Motley Fool industrials analyst Blake Bos takes a look behind the curtain at what it's doing right. Despite the company meeting revenue predictions, it missed EPS significantly, and while the it raised guidance, Toyota is still below what Wall Street expected. Are Wall Street's expectations of Toyota too high at the moment? Blake looks at some macro factors affecting Toyota, such as Chinese and Japanese international relations, which investors will want to watch closely.