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Audi Deliveries Fall Nearly 20% in Third Quarter

Weaker demand in China, U.S. import tariffs and model changeovers are driving the sharper sales drop and increasing pressure on the Volkswagen unit's margins.

Overview

  • Audi reported third-quarter deliveries of 314,905 vehicles, a 19.7% year‑on‑year decline, and 1.04 million deliveries for the first nine months, down 11.4%.
  • Sales in China fell by roughly a quarter for the year to date and U.S. deliveries dropped by about one sixth, while Germany and Europe showed slight year‑to‑date gains.
  • The company says production transitions for its high‑volume A1 and Q2 models have worsened the near‑term fall in deliveries.
  • U.S. import tariffs are increasing costs for Audi because it has no local U.S. production, reducing its competitiveness compared with rivals that build cars in the United States.
  • The sharper decline has prompted cost‑saving moves and capacity adjustments at the VW unit, a shift that could squeeze margins and affect dealer supply in coming quarters.