H1 2026 deliveries were down on H1 2025, -12% YOY. The good news is by the end of the third quarter, deliveries were down just 8% Sales have been affected by a series of negative situations impacting on the company. Quoting JLR, "...Volumes impacted by US tariffs, China market challenges....in addition to production stoppages following the cyber incident". Since that quote, the onging disruptions in the Middle East could be added.
All models were down with the exception of the Defender, up 3%. The Discovery Sport is ending its 11 year production run in December, 2026. The closely related Range Rover Evoque will remain and becomes the entry level SUV.
Data & photo source: JLR. (Velar & RR Sport).
Regional: North America remains the biggest region for Land Rover, with 30% of the total delivered. The UK had a strong September, pushing up to 24% share. China is now down to just 12% of deliveries, well down on a peak of 27% a few years back, MENA (Middle East & North Africa) suffered with the coflict in the region. Two of the regions that did best (UK and Europe) in terms of limiting the sales fall are the two closest to the manufacturing plants.
The Middle East is presumably hit by the upheavals in the region. In China, locally made Land Rovers have ceased and only imported models are now being sold. Big ticket vehicles face even higher duty than mainstrean ones, which won't be helping either.
The local distributor Chery is about to release the Freelander brand. JLR handles the design and styling, while Chery deals with the engineering, technology, and manufacturing. It's a stand alone brand, using Chery’s electric platforms.
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