BMW Speeds up New Models as 2026 Auto Margins Near Zero

WHO:

Bloomberg Markets - BMW is accelerating its new-model rollout.

Bloomberg Markets - Elisabeth Behrmann reported on BMW’s plans.

IJR - BMW is the company revising its automotive outlook.

WHAT:

Bloomberg Markets - BMW said it would speed up the rollout of new models after issuing another profit warning.

IJR - BMW lowered its 2026 automotive operating-margin forecast to a range of -0.5% to +0.5%, near breakeven.

IJR - BMW expects a moderate decline in deliveries.

IJR - BMW maintained its automotive free-cash-flow target above €2.5 billion.

WHERE:

Bloomberg Markets - BMW is seeking to counter a slump in China.

WHY:

Bloomberg Markets - BMW is betting that a faster new-model rollout will help counter weaker business in China.

IJR - BMW cited expanded restructuring and an accelerated phaseout of some older models in lowering its margin outlook.

IJR - Demand for BMW’s Neue Klasse vehicles is driving a faster production ramp-up.

HOW:

IJR - BMW plans to accelerate production of Neue Klasse vehicles and phase out some older models more quickly as part of its expanded restructuring.

(UPDATED November 4, 2026 10:03 UTC)

BMW lowered its automotive margin outlook to near breakeven, warning profits will weaken. It expects deliveries to decline moderately, while maintaining its cash-flow target above €2.5 billion. BMW is accelerating new-model production and phasing out older cars to counter weaker China business.