After enduring a turbulent previous fiscal year Jaguar Land Rover says wholesale volumes and retail sales are down for the first quarter of the current years due to ‘supply constraints’. Tony McDonough reports
Carmaker Jaguar Land Rover (JLR) is reporting year-on-year falls in wholesale and retail sales for the first quarter of its financial year.
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 emporary supply constraints, including a fire at a major component supplier at the start of the quarter.
There was also market disruption linked to the conflict in the Middle East; and the planned wind down of outgoing Jaguar models ahead of the launch of Jaguar Type 01.
Wholesale volumes for the first quarter were 79,300 units (excluding the Chery Jaguar Land Rover China), down 9.2% year‑on‑year, and down 16.8% compared to Q4 FY26.
Compared to the prior year, wholesale volumes for the first quarter increased in MENA (4.5%) and were flat in North America but declined in the UK (‑5.9%), Europe (‑12.1%), Overseas (‑20.1%) and China (‑26.2%).
The strong mix of Range Rover, Range Rover Sport and Defender models continued in Q1 FY27, representing 80.8% of total wholesale volumes, up from 77.2% in Q1 FY26 and 77.1% in the prior quarter.
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Retail sales for the first quarter of 80,000 units (including the Chery Jaguar Land Rover China) were down 15.3% year‑on‑year, and down 13.8% compared to Q4 FY26.
Compared to the prior year, retail volumes for the first quarter were down in all markets, with the UK down 1.8%, Europe down 11.4%, North America down 13.1%, Overseas down 18.7%, China down 23.9% and MENA down 41.5%.