BMW Sales

BMW’s Second Profit Warning in a Month Hands Its Next CEO a 1-3% Margin

BMW's July 17 profit warning cut automotive EBIT margin guidance to 1-3% and deliveries to declining. JPMorgan called it radical; the stock hit a six-year low.

Analysis & Insights

Five Drivetrains, One Line: BMW Finishes Its $1.7 Billion South Carolina Bet

BMW completed $1.7 billion across two South Carolina plants and confirmed the iX5 as the first fully electric BMW built in the US, starting late 2026. Spartanburg becomes the first BMW plant to build one model across five drivetrains on a single line, the same week the last federal EV incentive expired.

Analysis & Insights

Ferrari and Lucid Printed on the Same Tuesday

Ferrari posted Q1 €1.85B revenue at 39.1 percent EBITDA and reaffirmed FY26 the same Tuesday Lucid missed by 21 percent and lost $1.03B. BMW followed Wednesday with net profit -25 percent. Polestar Thursday: gross margin -3.2 percent, cash to $676M. Lucid plus Polestar burned $1.41B combined in 90 days.

Analysis & Insights

BMW’s Answer to the EV Retreat: A 440-Mile Sedan That Charges Faster Than Anything on the Road

BMW revealed the i3, its second Neue Klasse model, with a claimed 440-mile EPA range, 400 kW DC fast charging, and 800-volt architecture. The i3 50 xDrive produces 463 horsepower. Production begins August 2026 in Munich, with US deliveries in 2027. The sedan arrives during the same week that Ford, Porsche, and Honda collectively wrote off $35 billion in EV bets.

Analysis & Insights

BMW’s Post-Pandemic Profit Low Reveals the Two-Speed World Luxury Automakers Now Inhabit

BMW's 2025 annual report shows EBIT down 11% to €10.2 billion, with China sales falling 12.5% and 2026 margin guidance landing at 4-6%, well below the company's aspirational 8-10% band. Europe and the Americas are growing. China is collapsing. That's BMW's world now.