Mardell confirmed that a phased restart of manufacturing operations has begun following the disruption.Jaguar Land Rover (JLR) reported a sharp decline in wholesale and retail volumes for the second quarter of FY26 on Monday, impacted by a cyber incident, the planned phase-out of legacy Jaguar models, and incremental US tariffs.
For the three months ended 30 September 2025, JLR’s wholesale volumes stood at 66,165 units (excluding its China JV with Chery), down 24.2 per cent year-on-year, and a similar decline compared to the previous quarter. The company said its product mix remained robust, with Range Rover, Range Rover Sport, and Defender models accounting for 76.7 per cent of total wholesales, slightly lower than Q1 but up significantly from a year ago, reflecting its continued focus on higher-margin vehicles.
Sales take a hit across geographies
Retail salesincluding those of Chery Jaguar Land Rover China JV (CJLR)fell 17.1 per cent year-on-year to 85,495 units and 8.7 per cent sequentially. Market-wise, sales declined across all key geographies — the UK (-32.3 per cent), North America (-9.0 per cent), Europe (-12.1 per cent), China (-22.5 per cent), MENA (-15.8 per cent), and Overseas (-4.1 per cent). The UK was notably affected by the Jaguar wind-down and production shutdowns in September, while higher imports partly offset lower domestic CJLR sales in China.
A challenging quarter
“It has been a challenging quarter for JLR,” said Adrian Mardell, CEO, JLR.”In the first two months, our performance was robust and in line with expectations despite the planned Jaguar wind down and US tariffs. From the start of September, we have been responding to a cyber incident which shut down production. Since then, we have worked with retailers to prioritise vehicle deliveries,” Mardell added.
Mardell confirmed that a phased restart of manufacturing operations has begun following the disruption.
“From tomorrow, we will welcome back colleagues at our engine plant in Wolverhampton, followed shortly by our teams at Nitra and Solihull,” he said, adding that recovery efforts are “firmly underway.”
JLR will announce its full Q2 FY26 financial results in November 2025.
