Tuesday, December 16, 2025

BMW Group stays strong despite China slowdown and trade tariff pressure

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The German automaker maintains profitability and accelerates its electric transformation

Despite a challenging economic environment, BMW Group remains one of the world’s most profitable automakers. In the third quarter of 2025, the company reported over €2.3 billion in pre-tax profit, confirming the strength of its balanced global strategy.

After a solid first half in China, market demand softened in Q3, prompting BMW to stabilize volumes and introduce liquidity support measures for its dealer network.

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These adjustments are expected to influence the company’s fourth-quarter results as well.

Trade tariffs reduced the profit margin by roughly 1.5 percentage points, yet BMW maintained strong performance: over €8 billion in pre-tax profit for the first nine months of 2025, with an EBIT margin between 5% and 7%, in line with its annual targets.

Without the tariff impact, profits would have exceeded 2024 levels, the company said. For the full year, BMW projects around €10 billion in total profit, a slight decline from last year, reflecting higher costs associated with electrification and intensified global competition.

Global deliveries grew 8.7%, reaching 588,000 vehicles in Q3. Europe saw a 9.3% increase, the U.S. rose by 24.9%, and China remained stable.

Electrified models now account for 26.2% of BMW Group’s total sales, with 18% fully electric vehicles. The automaker surpassed 100,000 fully electric units sold for the sixth consecutive quarter, reinforcing its leadership in the automotive industry’s energy transition.

Photo: AutoExpert

Teodora Helerman
Teodora Helerman
Online editor, content writer, blogger, and social media specialist, with experience in writing and publishing news, creating original content, and adapting materials for various digital platforms.
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