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German Corporate Profits Drop Sharply in 2025, With Job Cuts Expected in 2026

Business groups forecast further job reductions in 2026, citing high costs, trade barriers, weak exports, a stabilization at a lower level.

Overview

  • An EY review shows EBIT at the 100 largest German companies fell 15% to about €102 billion in January–September, with revenue up just 0.6% to €1.55 trillion, below inflation.
  • Automakers and chemicals suffered the steepest declines, with operating profits down roughly 46% and 71% respectively, while IT profits nearly doubled and health care rose about 40%.
  • Employment at the top firms dropped by around 17,500 in the first nine months, bringing cumulative losses since 2023 to roughly 100,000 jobs.
  • An IW survey of 46 associations reports 22 expect workforce reductions in 2026, only nine foresee hiring, and investment plans remain subdued.
  • Outlook bright spots include sectors tied to defense spending such as aerospace and shipbuilding and parts of services, though competitiveness pressures persist.