BMW Sees Improvement Coming on Tariffs, China Stabilizing (2)

BMW AG sees business improving in the course of this year on lower tariff costs and robust demand for its next-generation electric cars.

The German manufacturer still expects profitability to remain broadly stable in 2026, with surging orders in Europe offsetting a protracted downturn in China. BMW is benefiting from a relatively easy prior-year comparison and strong momentum for its updated Neue Klasse models.

BMW is projecting further improvement in the second half, including a stabilization in China, its biggest single market. It sees European Union tariffs on US-made cars coming down to zero, benefiting shipments from its factory in ...