BMW Global Q1 2026 Sales Dip Amid Weak China Demand Dragging EV Performance

BMW Group reported global deliveries of 565,700 vehicles in the first quarter of 2026, down 3.5% year-over-year. Deliveries in China totaled 144,000 units, a 10% decline, while the Americas delivered 109,600 vehicles, down 4%—with the U.S. seeing reduced demand for battery-electric vehicles following the elimination of EV subsidies. Europe emerged as the primary growth driver, delivering 236,400 vehicles, up 3% year-over-year, with Germany alone posting a 10.7% increase. By brand, BMW brand deliveries reached 496,100 units, down 4.6%; high-performance M models totaled 47,500 units, a 5.9% decrease; Rolls-Royce delivered 1,271 vehicles, down 4.2%; and MINI bucked the trend with 68,400 deliveries, up 5.9%, marking its fifth consecutive quarter of sales growth. In terms of electrification, BMW Group delivered 87,500 fully electric vehicles globally in the first quarter, a sharp 20.1% decline year-over-year. Although new-generation models like the iX3 drove approximately 40% year-over-year growth in new BEV orders in Europe, sluggish progress in China and the U.S. markets significantly contributed to the overall drop in electric vehicle sales.