Nissan Global Deliveries/Production : 2024-26 (Q1-Q3)

Deliveries: They were -1% in 2024, -4% in 2005 and up to Q3 2026 -9%. This looks like the third year of decrease. As Nissan is in a period of readjustment, nothing surprising about that. 

China is still an important market for Nissan but with deliveries down 32% YTD, not as important as it was. The large US and Mexico markets are holding up well.

Production: They have been -9% in 2024, -6% in 2025 and -12% up to Q3 2026. Deliveries are consistently higher than production because Renault and Mitsubishi produce some of their vehicles.

Data & Photo source: Nissan (Leaf, Juke EV & Qashqai).

Regional Production: The 2026 figure is just for nine months, the other two twelve. The U.S. and Japan are the largest producers for Nissan. Mexico has dropped to 20% of the total and China 15%. The U.K. is up to 10%. 77% of the total manufacturing is outside of Japan. 

Regional Sales: The 2026 figure is just for nine months, the other two twelve. Sales are down 9% with 86% outside of Japan. North America accounted for 45% of the total deliveries. China is down to 14% and while Europe is up to 11%, the latter surely has potential for improvement. Sales are good considering the slump in China. 

Subaru Sales : 2024-26 (Q1-Q3)

Subaru manages to sell close to a million cars per year. It was selling in excess of seven digit numbers up until 2019, but hasn't got back to that since. 

2026 is down 4% up to Q3 YOY. That's not a bad result, considering the slow start to the year. Down 17%, it has rebounded in the next two quarters. Maintain that a positive territory beckons. 

A factor in Subaru's favour is that it is a brand selling most of its vehicles in two markets largely protected from the export blitz from China. Nearly 71% of total sales are in the USA and almost 12% in Japan, two markets unaffected by that.

Data source: Subaru.
Photo source: Subaru NZ
(Outback & Uncharted models).

Mazda Global Deliveries : 2025-26 (Q1-Q3)

Deliveries were down 10% for the first quarter, the fourth consecutive quarter of decrease. However, Q2 & Q3 were each up 1%, bringing the YTD figure back to -3%. With the proliferation of Chinese brands aggressively seeking customers, it's hardly surprising. 

The positive is that 2026 is gaining momentum. September deliveries were up 11%, for example. On that basis, 2026 should yield an increase. 

As for regions, all bar Europe were down. China is now barely of any relevance, such has been the decline there. With 'Others' making up a third of the volume, adding some more regional breakdowns would be helpful. 

Data & photo source: Mazda.