JLR Posts 6% Q2 Sales Gain as Range Rover EV Offsets China Collapse

Jaguar Land Rover closed the second quarter of its 2027 fiscal year with a 6% lift in global sales, a rebound the British automaker attributes largely to the fully electric version of its flagship Range Rover.

For the three months ending September 30, JLR moved 161,400 vehicles across wholesale and retail channels, up from 151,526 units during the same stretch a year earlier. Growth was concentrated in a handful of markets: the company’s home turf in the U.K., Europe as a whole, and a broad “Overseas” grouping. North America edged higher and now represents roughly one-third of total wholesale volume, a sign that the brand’s largest single market remains a cornerstone of its planning.

China told a different story. JLR described conditions there as “remain challenging,” a situation compounded by the June wind-down of CJLR, its vehicle production joint venture with Chery Automobile. Wholesale activity in the Middle East also took a hit from what the company called “ongoing disruption,” though retail figures suggested buyer interest in the region has not faded.

The quarter’s product mix leaned even more heavily on the high-margin SUVs that define the Land Rover side of the business. Range Rover, Range Rover Sport and Defender together accounted for 77.6% of wholesale volumes, up from 76.7% a year prior — a reminder of how dependent JLR’s profitability is on its largest, most expensive nameplates.

Meanwhile, Jaguar’s remaining combustion models saw demand fall off sharply as the brand pivots toward an electric future. The upcoming Type 01 EV is expected to shoulder much of that transition, with JLR looking to the U.S. as its primary source of growth for the new model. The results land against a backdrop of uneven financial performance for the group, which reported a revenue decline in the prior quarter even as it pressed ahead with separate powertrain roadmaps for Jaguar and Land Rover.