BMW, DE0005190003

BMW reports third-quarter EV growth. BMW stock stays below its high

Published on 10/26/2026 at 15:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BMW delivered 110,257 electric vehicles in Q3, up 7.20 percent. BMW stock costs EUR 57.88 on October 26, 2026, versus its EUR 57.42 Xetra close.

BMW's sales mix shifts toward electric vehicles

BMW Group deliveries fell 6.30 percent year over year in the third quarter of 2026, while fully electric deliveries rose 7.20 percent.
Europe BEV deliveries increased 37.50 percent to 81,941 vehicles, but China sales fell 24.80 percent to 114,355 vehicles.
BMW stock was at EUR 57.88 at Lang & Schwarz on October 26, 2026, up 0.80 percent versus the EUR 57.42 Xetra close of October 23, 2026.

BMW, DE0005190003, Illustration mit AI erstellt.

BMW stock (ISIN DE0005190003) was at EUR 57.88 at Lang & Schwarz on October 26, 2026 at 3:03 p.m. CEST, up 0.80 percent versus the EUR 57.42 Xetra close of October 23, 2026. The latest BMW sales release shows a sharper split between electric growth and regional weakness than the company coverage previously highlighted.

Electric sales resist the downturn

According to BMW Group on October 13, 2026, the group delivered 551,072 vehicles in the third quarter, down 6.30 percent from the prior year. Fully electric deliveries moved in the opposite direction, rising 7.20 percent to 110,257 vehicles. In Europe, fully electric deliveries increased 37.50 percent to 81,941 vehicles, equal to 34.70 percent of regional deliveries.

That mix matters because the decline is concentrated in combustion-heavy and weaker markets rather than spread evenly across BMW's portfolio. The BMW brand delivered 479,291 vehicles in the quarter, down 6.80 percent, while the company said the new Neue Klasse models are supporting demand for electric vehicles.

China remains the main counterweight

China sales fell 24.80 percent to 114,355 vehicles in the third quarter, while Europe rose 2.70 percent to 235,628 and the United States increased 2.50 percent to 106,741. The regional divergence gives the November results a clear test: electric growth must begin to offset the volume pressure in China.

BMW's China weakness was already part of the market discussion around its September strategy update. The new sales figures add a measurable operating split: Europe is growing while China is contracting, and fully electric vehicles are expanding faster than total deliveries. That is a more specific read-through for margins than the headline group decline alone.

BMW stock remains below its yearly high

BMW stock was 40.89 percent below its 52-week high of EUR 97.92, based on the range shown by Barron's as of October 23, 2026. The same page identifies the listing as Germany's Xetra market and reports a market value of EUR 34.8 billion.

At EUR 57.88, BMW stock was trading at Lang & Schwarz on October 26, 2026 at 3:03 p.m. CEST, up 0.80 percent versus the Xetra close of October 23, 2026 at EUR 57.42. The further course of trading is shown by the continuously updated real-time quote of BMW stock.