TL;DR
Jaguar Land Rover reported wholesale volumes plunged 43.3% to 59,200 units in the quarter ended Dec. 31, with retail sales down 25.1% to 79,600. The company attributes the decline primarily to a September cyberattack that halted production and disrupted distribution, alongside a planned wind-down of older Jaguar models and new US tariffs.
What happened
Jaguar Land Rover disclosed sharply weaker preliminary results for fiscal Q3, reporting wholesale deliveries of 59,200 units, a 43.3% year‑on‑year drop, and retail sales of 79,600 units, down 25.1%. The automaker traced the bulk of the shortfall to a cyber intrusion in September that stopped manufacturing for weeks and complicated the global distribution of vehicles after production resumed. Normal production levels were not restored until mid‑November, leaving the company with a compressed window to ship inventory before quarter end. Management also pointed to a deliberate reduction of legacy Jaguar model output and recently imposed US tariffs as additional downward pressure on volumes. The attack, claimed by a group calling itself Scattered Lapsus$ Hunters, prompted emergency support from the UK government and has been linked by authorities to measurable hits to the wider UK economy.
Why it matters
- Large, abrupt volume losses will weigh on JLR’s near‑term revenue and profitability, with knock‑on effects for suppliers.
- The incident highlights operational vulnerability to major cyber intrusions in the automotive sector and the difficulty of restoring complex production and invoicing systems quickly.
- UK authorities and the Bank of England see the disruption as significant enough to affect national GDP growth and prompted direct government financial support.
- Regional declines were severe, indicating global reach of the disruption rather than a localized market issue.
Key facts
- Wholesale units for Q3 (three months ended Dec. 31): 59,200, down 43.3% year‑on‑year.
- Retail sales for the quarter: 79,600 units, a 25.1% decline year‑on‑year.
- Manufacturing did not return to normal levels until mid‑November following a September cyberattack.
- Regional wholesale declines: North America down 64.4%; Europe down 47.6%; China down 46.0%; UK down 0.9%.
- A group identifying itself as Scattered Lapsus$ Hunters claimed responsibility for the cyber intrusion.
- The UK government provided £1.5 billion in financial support to assist JLR and its supply chain while invoicing systems were restored.
- Tata Motors previously reported the UK production shutdown cost JLR about £1.8 billion in the prior quarter (ended Sept. 30), including £196 million in exceptional costs tied to the attack.
- The Bank of England said the disruption contributed to slower UK GDP growth in calendar Q3 (0.2% vs an expected 0.3%).
- The Cyber Monitoring Centre classified the incident as the most serious type it tracks and warned it could cost the UK economy up to £2.1 billion.
What to watch next
- JLR’s full Q3 financial statements, due in February, for details on revenue, margins and impairment charges (confirmed in the source).
- Progress on restoring full supply‑chain and distribution capacity and whether production stability holds beyond mid‑November normalization (not confirmed in the source).
- Any regulatory or legal developments tied to the cyberattack and follow‑up remediation or enforcement actions (not confirmed in the source).
Quick glossary
- Wholesale volumes: Number of vehicles delivered by a manufacturer to dealerships, used to gauge production and dealer supply rather than end‑consumer purchases.
- Retail sales: Vehicles sold to end customers; a measure of consumer demand rather than factory output or dealer inventory.
- Cyberattack: A deliberate attempt to disrupt, damage, or gain unauthorized access to computer systems, which can affect operations and data integrity.
- Supply‑chain disruption: Interruptions in the flow of components, finished goods or logistics that impede production and delivery schedules.
- Tariff: A tax or duty imposed on imported goods that can affect pricing, competitiveness and volumes in target markets.
Reader FAQ
What caused Jaguar Land Rover’s steep fall in volumes?
According to the company, a September cyberattack that stopped production and delayed global distribution was the primary cause, alongside a planned wind‑down of legacy Jaguar models and new US tariffs.
How large were the declines?
Wholesale volumes fell 43.3% to 59,200 units and retail sales dropped 25.1% to 79,600 units in the quarter ended Dec. 31.
Who has claimed responsibility for the cyberattack?
A group calling itself Scattered Lapsus$ Hunters claimed responsibility (reported in the source).
Has the attack affected the UK economy?
The Bank of England said the incident contributed to slower UK GDP growth in calendar Q3, and the Cyber Monitoring Centre warned the wider economic cost could reach about £2.1 billion.
CYBER-CRIME Jaguar Land Rover wholesale volumes plummet 43% in cyberattack aftermath Production halts and supply-chain disruption left luxury automaker reeling in fiscal Q3 Paul Kunert Wed 7 Jan 2026 // 11:50 UTC Brit luxury…
Sources
- Jaguar Land Rover wholesale volumes plummet 43% in cyberattack aftermath
- Jaguar Land Rover wholesale volumes down 43% after …
- Jaguar Land Rover wholesale volumes plummet 43%
- Jaguar Land Rover reports fiscal Q3 sales slump following …
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