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China Collapse Drives BMW Group’s Q3 Sales Down

The company says fierce competition from Chinese automakers is the primary cause and upcoming model launches will determine if sales recover

A BMW logo on the newly presented i3 Long Wheelbase model at the company’s booth at the Beijing International Automotive Exhibition (Auto China), in Beijing, China, April 24, 2026. REUTERS/Maxim Shemetov

Overview

  • The BMW Group reported on Oct. 13 that third-quarter global deliveries fell 6.3% year‑over‑year to 551,072 vehicles, with China plunging about 24.8% to 114,355 units and accounting for the bulk of the decline.
  • Europe and the United States posted modest gains that could not offset China’s drop, with Europe up 2.7% to 235,628 deliveries and BMW and MINI in the U.S. up about 2.5% to 106,741 units.
  • U.S. growth was concentrated in three models: the outgoing 3 Series surged 46.4% to 11,256 sales and the X3 and X5 together added substantial volume, while much of the rest of the lineup fell.
  • Electrified sales were mixed as BMW’s Q3 battery‑electric deliveries rose about 7.2% to 110,257 units but year‑to‑date fully electric volumes were down 2.7% to 314,552 and total electrified volumes fell overall.
  • BMW attributes the China weakness to intensified local competition and says a run of model introductions — including Neue Klasse variants, the iX3 and the new i7 — will shape results in Q4 and into 2027.