Volvo / Polestar Deliveries : 2025-26 (H1)

Volvo had a disappointing 2025 after several years of solid increases. In trying times, 2026 is down 8%, -11% in Q1 and  -6% in Q2. At the half way point, deliveries are -54% of the total 2025. 

Most models are feeling the pinch with new models (XC70 and ES90) not of sufficiently large in volume to make up the shortfall. 

Data source: Volvo (ES90) & Polestar (2).

The Rest about the same as 2025. The pain is coming from the Americas (-12%) and China (-27%). Volvo is seemingly not chasing volume but realigning its sales.

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 H1, it is at break even point with last year. This is due to a drop in Q2 of 4%, offsettling the Q1 increase of 7%. 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 next cab off the rank, due about now (mid 2026).