JLR Reports Improved Q4 Performance Amid Challenging Year
Jaguar Land Rover posted £6.9bn revenue in Q4 FY26, up 51.4% quarter-on-quarter, but full-year profit fell sharply to £14m due to tariffs, China headwinds, and model wind-down.
£6.9bn
£458m
£14m
What Happened
JLR's Q4 revenue reached £6.9bn, down 11.1% year-over-year but up 51.4% from the previous quarter. Profit before tax for the quarter was £458m, compared to a £310m loss in Q3. Full-year revenue fell 20.9% to £22.9bn, and profit before tax dropped to £14m from £2.5bn.
£6.9bn
Up 51.4% QoQ, down 11.1% YoY
£14m
Down from £2.5bn in FY25
- Defender OCTA sales quadrupled year-over-year
- Range Rover Bespoke showcased at Milan Design Week
- First all-electric Jaguar Type 01 received critical acclaim
- Jaguar TCS Racing Formula E team won multiple races
JLR said it recovered well in Q4 as production normalized after a cyber incident. Looking ahead, the company plans to launch the Range Rover Electric and new EMA products.
Why this matters
The results show JLR's ability to recover from production disruptions, while highlighting the impact of global trade tensions and market shifts on traditional automakers.
Terms in This Story
- EBIT margin
- A profitability measure showing operating income as a percentage of revenue.
- Free cash flow
- Cash generated by a company after accounting for capital expenditures.
- RCF
- Revolving credit facility, a type of loan that allows a company to borrow, repay, and borrow again.
- UKEF
- UK Export Finance, a government agency that provides financial support to UK exporters.
Summarised from the linked release; details can be imperfect — always verify against the original source.