Porsche AG (P911 GY) delivered 279.5k vehicles in 2025 (310.7k in 2026), -10% Y/Y
Porsche's vehicle deliveries have decreased by 10% year-over-year, indicating potential headwinds in demand across major markets, especially in China and Germany, which declined significantly.
EUROPEAN OPEN: HSBA LN reviews Singapore business; WS to acquire KCO GY in USD 2.4bln deal; EQNR NO allowed to resume NY Empire Wind project; BMPS IM chief’s job under threat amid clash with shareholder; CFR SW downgraded, ROG SW upgraded
European Movers: Close Brothers (CBG LN) +8.9%, Alstom (ALO FP) +1.8%, Swissquote (SQN SW) +0.8%, Richemont (CFR SW) -1.7%, Swiss Re (SREN SW) -1.6%, Banca Monte Paschi (BMPS IM) -1.4%
Porsche AG (P911 GY) delivered 279.5k vehicles in 2025 (310.7k in 2026), -10% Y/Y
China's Securities Regulator says although capital markets are improving, there's still complex and intertwined risks to face
Japanese Finance Minister says the statement between Japan and the US can be viewed as saying intervention to counter FX moves out of line with fundamentals is permitted
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- Germany -16% Y/Y, North America U/C, China -26%, Europe (ex-Germany) -13%, Overseas/EM -1%
This trend may raise concerns about revenue and profitability moving forward, as the outlook suggests continued challenges in major territories, potentially influencing investor sentiment and market valuations in the automotive sector.
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