JLR Q4 SALES BOUNCE BACK AFTER CYBER INCIDENT
JLR Q4 SALES BOUNCE BACK AFTER CYBER INCIDENT
• Wholesales in Q4 FY26 were 95,300* units, down 14.5% vs Q4 FY25 and up 61.1% vs Q3 FY26. Wholesales for FY26 were 307,900* units, down 23.2% vs FY25
• Retail sales in Q4 FY26 were 92,700* units, down 14.3% vs Q4 FY25 and up 16.2% vs Q3 FY26. Retail sales for FY26 were 352,300* units, down 17.8% vs FY25
• As anticipated and previously indicated, Q4 FY26 volumes rose significantly quarter‑on‑quarter (QoQ) as production returned to normal
• Full year volumes impacted by US tariffs, China market challenges and planned wind down of legacy Jaguar models ahead of new Jaguar launch, in addition to production stoppages following the cyber incident
• Range Rover, Range Rover Sport and Defender model mix in Q4 FY26 was 77.1% of total wholesale volumes, up from 66.3% in Q4 FY25
Jaguar Land Rover Automotive plc will be holding an Investor Day on 17 June 2026.
Jaguar Land Rover Automotive plc will be holding an Investor Day on 17 June 2026.
This event will give JLR bondholders and banks, and Tata Motors Passenger Vehicles Limited’s equity investors, an opportunity to hear from the leadership of JLR on a range of topics.
The Investor Day will be held at our site in Gaydon, Warwickshire, UK with more details, including registration details, to be announced in due course.
LEARN MOREQUARTER THREE RESULTS 2025/26
59,149
WHOLESALES (UNITS)
£4,538m
REVENUE
£(310)M
PROFIT/(LOSS) BEFORE TAX & EXC. ITEMS
£(1,509)M
FREE CASH FLOW
(6.8)%
EBIT %
0.7%
EBITDA %
Q3 was a challenging quarter for JLR with performance impacted by the production shutdown we initiated in response to the cyber incident, the planned wind down of legacy Jaguar and US tariffs. Thanks to the commitment of our dedicated teams, we returned vehicle production to normal levels by mid‑November, and we are focused on building our business back stronger. While the external environment remains volatile, we expect performance to improve significantly in the fourth quarter and we have clear plans to manage global challenges. We have a resilient business and remain focused on transformation. 2026 is set to be an exciting year for JLR as we develop our next generation vehicles, including the launch of the Range Rover Electric and the unveiling of the first new Jaguar.
Q3 FY26 YTD RESULTS 2025/26
212,600
WHOLESALES (UNITS)
£16,042m
REVENUE
£(444)M
PROFIT/(LOSS) BEFORE TAX & EXC. ITEMS
£(3,058)M
FREE CASH FLOW
(2.9)%
EBIT %
3.6%
EBITDA %
REIMAGINE STRATEGY
MODERN LUXURY
Where design philosophy meets sustainability, innovation and exceptional client experience to create desirability. Learn more here
ELECTRIFICATION
Ushering in a new era of sustainable, luxury vehicles, our unwavering commitment lies in the electrification of our House of Brands. Learn more here
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ENTERPRISE
Our journey to realise a sustainability driven vision of modern luxury, through transparent and ethical end to end supply base. Learn more here
ESG
In our pursuit of our sustainability goals, JLR embraces a forward‑thinking ethos. Aligning with stakeholders, we are shaping a future where desirability coexists harmoniously with responsible practices.
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