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Jaguar Land Rover2 AprBusinessHigh confidence

JLR Q4 Sales Bounce Back After Cyber Incident

Q4 Wholesale Volumes

95,300 units

Q4 Wholesale QoQ Increase

61.1%

Premium Model Mix in Q4

77.1%

What Happened

JLR reported Q4 FY26 wholesale volumes of 95,300 units, up 61.1% from Q3 as production normalized after a cyber incident, but down 14.5% year-on-year. Full year volumes fell 23.2% to 307,900 units, impacted by US tariffs, China market challenges, and the wind-down of legacy Jaguar models.

Q4 Wholesale QoQ Change

+61.1%

Recovery from cyber incident as production returned to normal

FY26 Wholesale YoY Change

-23.2%

Full year impacted by US tariffs, China challenges, Jaguar wind-down, and cyber incident

Premium Model Mix (Range Rover/Sport/Defender)

77.1%%

Up from 66.3% in Q4 FY25, indicating stronger mix of high-value models

Why this matters

The recovery shows JLR is overcoming a major operational disruption, but ongoing market headwinds and model transitions continue to pressure annual sales.

Terms in This Story

wholesale
Sales of vehicles from the manufacturer to dealers, not to end customers.
retail sales
Sales of vehicles to end customers, including through dealers.
cyber incident
A cybersecurity event that temporarily disrupted JLR's production systems.
Read Original: Jaguar Land Rover