Aston Martin FY 2025 revenue misses estimates due to increased tariffs in US, China

Aston Martin Lagonda Global Holdings

25/02/2026 07:15

Overview

Luxury car maker's FY 2025 revenue fell 21%, missing analyst expectations

Adjusted operating loss for FY 2025 wider than analyst expectations

Company commenced Valhalla deliveries, contributing to sequential ASP growth

Outlook

Aston Martin expects FY 2026 wholesale volumes similar to FY 2025 at 5,448 units

Company anticipates FY 2026 gross margin to improve to high 30s%

Aston Martin plans to deliver around 500 Valhalla units in FY 2026

Result Drivers

GEOPOLITICAL UNCERTAINTIES - Co faced challenges due to increased tariffs in the U.S. and China, impacting performance

VALHALLA DELIVERIES - Commencement of Valhalla deliveries in Q4 2025 supported sequential ASP growth

COST REDUCTION - Co reduced SG&A and CAPEX in FY 2025 to offset external challenges

Company press release: ID:nRSY2503Ua

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
GBP 1.26 bln
GBP 1.34 bln (11 Analysts)
FY Adjusted EBIT
Miss
-GBP 189.20 mln
-GBP 165.48 mln (9 Analysts)
FY Pretax Loss
-GBP 363.90 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the auto & truck manufacturers peer group is "buy."

Wall Street's median 12-month price target for Aston Martin Lagonda Global Holdings PLC is GBp65.00, about 14.2% above its February 24 closing price of GBp56.90

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)