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Porsche reports worst sales drop since '09 on weak China demand

Porsche's 10% sales drop in 2025 hits $2.1 billion in earnings, while electrified vehicles account for nearly 58% of European deliveries, including one-third fully electric models.

  • Earlier this week, Porsche AG reported worldwide deliveries fell from 310,718 to 279,449 in 2025, marking its steepest annual sales decline in 16 years.
  • EU cybersecurity regulations forced model changes and created supply gaps for the 718 and Macan combustion models, while the expiration of the Federal EV tax credit last year shifted Porsche toward ICE models in the United States.
  • In Europe, electrified Porsches reached a 57.9 share, with nearly 1 in 3 cars being 100% electric, and Panamera and Cayenne models dominated by plug-in hybrids.
  • Matthias Becker says Porsche will prioritise value over volume for 2026, managing demand and supply around the 718 and Macan phase-out after a $2.1 billion earnings hit last year.
  • Facing tariffs and China weakness, Porsche's regional results diverged; like Audi, it has no U.S. production and faces roughly $815 million in U.S. tariffs, while Schmidt said, `Porsche likely benefited from a pull-forward of inventory registrations across the US to mitigate against tariffs`.
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In this year 2026, Porsche is changing its CEO. Michael Leiters is now at the helm of the German manufacturer. Unfortunately, the construction site is huge. Porsche is facing a cost reduction, a delicate restructuring and a slowdown in the Chinese market. A sharp drop in sales! The automobile industry has experienced a difficult year 2025. A trend that is evident with the balance sheets that are gradually coming from the manufacturers. Porsche, …

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BizToc broke the news in on Sunday, January 18, 2026.
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