Aston Martin is a marque of distinction, not hurt by its connection with the most famous of secret agents. It has also been a company that found profitability to be elusive.
A car company that low volume and labour intensive needs to charge for the exclusivity and quality. There are only so many people buying such cars and there are several vying for customers.
To the right are quarterly deliveries for the past four years. They have been very consistent with Q4 always being an upward spike in volume.
2025 will need that spike although Aston Martin is focused on a sound business model rather chasing volume to look good. I'd say 2025 will be down but not by too much.
Regions: All the regions are down with Asia/Pacific the most. China would be the main reason but relying on that market is increasingly challenging for many reasons.
Aston Martin has to deal with tariffs and consumption taxes that exist around the world and they are getting worse and not better.
Every country claims to be a champion of fair trade but for many countries it is nothing more than hypocritcal posturing. Sometimes trade has to be regulated to balance the books but at other times manipulated to selfishly generate large trade surpluses. This is something that hurts companies like Aston Martin.
Models: Sports cars are holding up well but the DBX SUV a little less so. The Valhalla will be introduced in Q4 of 2025 and Aston Martin hopes to deliver about 150 in Q4 2025 and a further 500 in 2026. The Vanquish Volante, DBX S, Vantage S and Volante 60th Anniversary models are all coming out in late 2025. The DB12 S is planned for the first half of 2026. Plenty of things happening.
