
Volvo had a disappointing 2025 after several years of solid increases. In trying times, 2026 is down 9%, -11% Q3. With a quarter to go, deliveries are -34% below the total for 2025.
Most models are feeling the pinch with new models not sufficiently large in volume to make up the shortfall. A model to sit above the EX40 is coming in 2027.
Data source: Volvo (ES90) & Polestar (2).
The Rest (most of the world) is about the same as 2025. The pain is coming from the Americas (-12%) and China (-31%). Those latter two are hruting the company.
I'd love to know the logic behind reducing the breakdown of regional deliveries to just two regions and everything else lumped into a nebulous 'Rest' category. Over 60% of the total is therefore unspecified. Duh!
As for Polestar, after a poor 2024, 2025 was up 34%. Now in 2026, up to Q1, it is at break even point with last year (up 1%). More detail isn't available from Polestar.
The current model range of the Polestar 2 (saloon car), Polestar 3 (SUV), and Polestar 4 (SUV coupe). The Polestar 5 GT is the latest offering.
2026 should have an increase in deliveries. Much needed as 60,000 units is too low to be a viable brand at its price point.