Gaydon, UK, January 6, 2026
Jaguar Land Rover Automotive plc reported a sharp year on year decline in both wholesale and retail volumes for the third quarter of FY26, with sales impacted by production disruptions following a cyber incident and the planned wind-down of legacy Jaguar models ahead of the brand’s new launch phase.
Wholesale Sales Performance
Wholesale volumes for Q3 FY26 stood at 59,200 units, excluding the China joint venture, marking a 43.3 percent decline year on year and a 10.6 percent sequential drop compared with the previous quarter. Production normalised only by mid-November, leading to delayed global distribution and lower dispatches during the quarter.Wholesale volumes by key regions (YoY change):
| Region | YoY Change |
|---|---|
| UK | -0.9% |
| North America | -64.4% |
| Europe | -47.6% |
| China | -46.0% |
| Middle East & North Africa | -8.5% |
| Overseas markets | -50.4% |
The premium SUV portfolio continued to dominate the sales mix. Range Rover, Range Rover Sport and Defender together accounted for 74.3 percent of total wholesale volumes in Q3 FY26, higher than 70.3 percent in the year-ago quarter, though lower than 76.7 percent reported in the previous quarter.
Retail Sales Performance
Retail sales for the quarter, including China joint venture volumes, came in at 79,600 units, reflecting a 25.1 percent year on year decline and a 6.7 percent sequential contraction.Retail volumes by key regions (YoY change):
| Region | YoY Change |
|---|---|
| UK | -13.3% |
| North America | -37.7% |
| Europe | -26.9% |
| China | -18.4% |
| Middle East & North Africa | -18.7% |
| Overseas markets | -14.1% |
Key Factors Impacting Q3 Performance
The quarter was affected by a combination of operational and strategic factors. Production stoppages following the cyber incident curtailed output early in the quarter, while the subsequent time required to distribute vehicles globally further weighed on sales. In parallel, the planned phase-out of older Jaguar models ahead of the next-generation Jaguar portfolio continued to pressure volumes. Incremental tariffs affecting exports to the US market also had an adverse impact during the period.About the Company
Jaguar Land Rover Automotive plc is a global luxury automotive manufacturer with a portfolio spanning premium SUVs and performance vehicles. The company operates manufacturing and engineering facilities across the UK and international markets and is focused on a long-term transition toward electrification and sustainable mobility.Source:
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