‘Supply constraints and market disruption’ sees sales fall 9.6% to £6bn at Jaguar Land Rover in the three months to the end of June with pre-tax profits also plummeting. Tony McDonough reports

Carmaker Jaguar Land Rover (JLR) is blaming “supply constraints and market disruption” for a big falls in sales and profits in it latest quarterly results.

JLR, which employs around 3,500 people at its plant in Halewood in Merseyside, endured a difficult full year to March 31, 2026, amid US tariffs, China Market challenges, a wind-down of legacy models and a devastating cyber attack.

And in the three months to June 30, 2026, the company has been affected by temporary supply constraints, including a fire at a major component supplier at the start of the quarter.

In early July it reported wholesale and retail volumes had fallen in the quarter and that is reflected in the latest figures. Revenues for the three months came in at £6bn, 9.6% lower than the same period in 2025.

Pre-tax profit for the quarter was £109m, down from £351m a year earlier. Free cash flow for the quarter was £(998)m with a closing cash balance of £1.7bn. Total liquidity as at June 30 was £5.9bn.

Striking an upbeat note, JLR said a combination of the recently announced growth objectives and the exciting product launches due in the coming months leaves it in “good shape”.

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However, the company also acknowledged the continuing geopolitical, inflationary and regulatory challenges the industry faces.

Chief executive PB Balaji said: “Despite the near‑term industry challenges, we continue to see strong demand for our brands, and look forward to the launch of four sensational new products in the coming months.”