Porsche Deliveries : 2025-26 Q1

Deliveries were down 15% in Q1. Porsche clarified why this is the case. "Key reasons include the end of production of the combustion-engined 718 model, the strong ramp‑up phase of the all‑electric Macan in the same period of the year before, and the discontinuation of tax incentives for electric and hybrid vehicles in the United States."

The 911 is selling strongly, up 22%. The Cayenne is also holding up but as for the others, some serious reductions. The Macan is probably the most disappointing. Transitioning to electric has hurt as well as the reliability issues and repair costs of  ICE cars. 

 Data & photo source: Porsche. (911 & Macan).

Regions: All have suffered setbacks so it does seem to be a policy of winding back volumes. China is down to just 12% of total deliveries. Although Porsche mentioned the US earlier, North America is the region that has contracted the least, at 11%. 

The car industry is a challenging place to be and many legacy marques are having to reposition themselves. Profit margins are being squeezed and the days of profligate spending are over.

Lotus Sales : 2023-25

Lotus Cars has always been a problem child. The issue hasn't been the product. Far from it. It's been about profitability or the lack of. 

Current owners are Geely (51%) and Etika Automotive (49%), a Chinese-Malaysian collaboration.

The current range consists of the Eletre and Emeya electric SUV/GT,  made in China. The petrol powered Emira and limited volume electric Evija sports cars, made in the UK. 

To the right we can see the last three years of sales. Things took off in 2023 and continued through 2024. By 2025, orders had been met and a return to relative normality.

A hybrid version of the Eletre SUV is planned for 2026 and that should noticeably lift sales. A hybrid Emira and a smaller SUV are planned for 2027. 

Now looking at models, or more precisely. the two segments they reside in. The Car/SUV grouping is up from 57% to 70%. Both are down in volume and combined that is -46%. 

The sports car side of the business basically revolves around one model and therefore is going to boom with a new model and then fall away to something more reflective of true demand.

As for regions, China has emerged as the largest for Lotus sales, with 45% of the total. It's also the only region that increased. It would be safe to assume that the Car/SUV models would be the main cars sold there, while the sports cars are the more popular elsewhere. 

Data and photo source: Lotus Cars. 

Photos (from the top). Eletre, Emira, Evija and Emeya.

Audi Global Deliveries : 2024-25

Audi has been cutting back on volume for a few years now. 1.895 million in 2023, 1.671 million in 2024 and 1.624 million by the end of 2025. 

As we can see to the right, there have been decreases for seven consecutive quarters. 2023 was all quarterly increases. 

Then in Q4 2025 a 3% gain. Deliveries were down 3% for the year. We will have to see if the volume reductions have finished or not. 

Regions: 'Others' are up 7% and Europe managed a 1% uplift but China was off 5% and and North America -16%. China did better than I expected and the USA worse.  

Models: For the 2025 calendar year, Audi has stopped reporting deliveries by model. Instead, they have gone for an almost useless three segment style. Often cut backs in detail come when things aren't going so well. 

Data & photo source: Audi.