Volkswagen AGXETR: VOW

Volkswagen delivers 6 million vehicles through September - Around 40 percent of the order book in Europe are all-electric models

· Issued by Volkswagen AG

Summary by 6ix

The Volkswagen Group delivered 6,011,000 vehicles worldwide from January to September 2026, down 9.0 percent from 6,604,300 a year earlier. Third-quarter deliveries (July to September 2026) were 1,885,300 vehicles, down 14.3 percent from 2,198,900.

Key details

  • Nine-month deliveries by region: Europe up 1.7 percent to 2,956,000 vehicles, South America up 4.3 percent to 502,500, North America down 4.0 percent to 680,200, and China down 30.2 percent to 1,378,800.
  • Deliveries of all-electric battery vehicles (BEV) were 678,700 in the first nine months, down 5.4 percent from 717,700. In Europe, BEV deliveries rose 19.6 percent in the third quarter to 209,100, while US BEV deliveries fell 78.4 percent over nine months to 14,900.
  • In Europe, all-electric models make up around 40 percent of the order book. The company says its European BEV order book has roughly doubled compared with year-end 2025, and BEV order intake rose more than 60 percent in the third quarter compared with the prior-year period.
  • The Electric Urban Car Family, made up of the VW ID. Polo and ID. Cross, Škoda Epiq and CUPRA Raval, has received nearly 150,000 orders to date.
  • Deliveries of plug-in hybrid (PHEV) and range-extender (EREV) vehicles, which pair a battery with a combustion engine, reached 368,000, up around 23 percent from the prior-year period. In China, deliveries of electrified vehicles rose around 30 percent in the third quarter.

6ix wrote this summary from the release below and checked it against the release.

On 6ix: 6ix.com/news/volkswagen-delivers-6-million-vehicles-through-september-around-40-percent-of-the-order-book-in-europe-are-all-electric-models

Watch Volkswagen's latest callVolkswagen (Xetra:VOW) Q2 2026 Earnings Call · Replay · Jul 24Read the transcript of Volkswagen (Xetra:VOW) Q2 2026 Earnings Call

Wolfsburg. On October 12, 2026, the Volkswagen Group published the deliveries for Q3 2026.

"In a persistently challenging market environment, the Volkswagen Group kept its deliveries outside of China stable overall in the first nine months. We recorded growth in South America and Europe. In our home market, we are seeing a significantly accelerated trend towards all-electric vehicles. The main reasons for this are the currently high fuel prices and the wider range of entry-level models. This includes our Electric Urban Car Family, for which we received nearly 150,000 orders shortly after its launch. This is a tremendous success that underscores how these four vehicles have perfectly captured the spirit of the times. Overall, one in five of the models we've delivered in Europe is all-electric, and in our order book, that share is as high as around 40 percent. The sharp decline in the overall market in China remains an industry-wide challenge. At the same time, our new, locally developed electric models are beginning to make an impact. Compared to the same quarter last year, we delivered approximately 30 percent more electrified vehicles to our customers in China in Q3. Globally, our deliveries after three quarters are approximately nine percent below the same period last year."
Martin Sander Member of the Group's Extended Executive Committee for Sales
Share
Key figures
6.01
million vehicles
global deliveries after nine months, down 9 percent compared with the prior year (6.60 million vehicles)
Growth in South America (+4 percent), Western Europe (+1 percent), and Central and Eastern Europe (+5 percent) was more than offset by market-related declines in China (-30 percent) and North America (-4 percent)
678,700
vehicles
worldwide BEV deliveries by the end of September, down 5 percent year-on-year (717,700 vehicles); growth momentum in Europe accelerated to +20 percent in Q3

The Volkswagen Group remains the clear BEV market leader in Europe and significantly accelerated its growth trajectory in Q3 with an increase of 20 percent; the BEV share in Europe rose from 18 to 20 percent after nine months; in China, the new, locally developed electric models are generating positive momentum in a significantly declining market; the overall BEV market in the U.S. declined significantly following the expiration of government subsidy programs; amid continued high pressure from import tariffs, BEV deliveries there fell by 78 percent

+100 %
BEV order book*
*rounded; BEV order book in Europe doubled compared with year-end 2025

BEV order intake in Europe rises by more than 60 percent in Q3 compared with the prior-year period; in particular, the recently launched Electric Urban Car Family comprising the VW ID. Polo and ID. Cross, Škoda Epiq, and CUPRA Raval is proving highly popular with customers, with nearly 150,000 orders to date. Order intake across all powertrains in Europe increases by 4 percent in the first three quarters; order book grows by around 11 percent compared with year-end 2025, BEV share of the order book rises to around 40 percent

368,000
vehicles
global PHEV and EREV deliveries are up around 23 percent above the prior-year period
Demand for vehicles with modern second-generation plug-in hybrid powertrains (PHEV) and range-extender powertrains (EREV) is increasing; in China, deliveries of electrified vehicles rose by around 30 percent in Q3 compared with the prior-year quarter, with PHEV and EREV models in particularly strong demand
Development of core regions
Europe
Deliveries in the region increased by 1.7 percent compared with the prior-year period to 2,956,000 vehicles. Growth amounted to 1.1 percent in Western Europe and 5.3 percent in Central and Eastern Europe. In the home market of Germany, 0.9 percent more vehicles were handed over to customers.
North America
Deliveries in North America developed broadly in line with the market, also supported by new models such as the Tiguan. A total of 680,200 customers took delivery of a Group brand vehicle, 4.0 percent fewer than in the prior-year period. In the key U.S. market, deliveries declined by 7.8 percent in a challenging environment characterized by the tariff situation and changes in regulation.
South America
The Volkswagen Group delivered 502,500 vehicles in the region, an increase of 4.3 percent compared with the prior year. In the key market of Brazil, growth amounted to 12.3 percent.
Asia-Pacific
Deliveries in the region declined by 27.9 percent compared with the prior-year period to 1,591,300 units. The Volkswagen Group was unable to escape the significant decline in the Chinese total market, particularly in the combustion-engine vehicle business, and recorded a 30.2 percent decrease in deliveries.
Best-selling all-electric vehicles (BEV)

Škoda Elroq 92,200

Volkswagen ID.4/ID.5 81,900

Škoda Enyaq (incl. Coupé) 72,700

Volkswagen ID.3 61,100

Audi Q6 e-tron (SUV/Sportback) 50,400

Volkswagen ID.7 (incl. Tourer) 47,500

Audi Q4 e-tron (SUV/Sportback) 47,000

Volkswagen ID. Buzz (incl. Cargo) 42,000

CUPRA Born 29,000

Audi A6 e-tron (Avant/Sportback) 27,600

Deliveries Volkswagen Group - All drive types

Deliveries to customers by market

Jul. - Sep. 2026

Jul. - Sep. 2025

Delta (%)

Jan. - Sep. 2026

Jan. - Sep. 2025

Delta (%)

Western Europe

780,000

802,900

-2.8

2,528,400

2,501,500

+1.1

Central and Eastern Europe

135,000

133,100

+1.4

427,600

406,200

+5.3

North America

232,700

246,900

-5.8

680,200

708,800

-4.0

South America

175,300

179,700

-2.4

502,500

481,800

+4.3

China

405,800

660,300

-38.5

1,378,800

1,974,000

-30.2

Rest of Asia-Pacific

67,200

76,800

-12.4

212,500

233,900

-9.1

Middle East/Africa

89,300

99,300

-10.0

281,000

298,100

-5.7

World

1,885,300

2,198,900

-14.3

6,011,000

6,604,300

-9.0

Deliveries to customers by brand

Jul. - Sep. 2026

Jul. - Sep. 2025

Delta (%)

Jan. - Sep. 2026

Jan. - Sep. 2025

Delta (%)

Brand Group Core

1,430,900

1,664,300

-14.0

4,546,000

4,976,000

-8.6

Volkswagen Passenger Cars

946,600

1,172,300

-19.3

3,014,000

3,492,600

-13.7

Škoda

256,700

256,300

+0.2

812,400

765,700

+6.1

SEAT/CUPRA

133,700

136,900

-2.3

433,400

439,500

-1.4

Volkswagen Commercial Vehicles

94,000

98,800

-4.9

286,100

278,200

+2.8

Brand Group Progressive

319,200

397,100

-19.6

1,056,100

1,191,100

-11.3

Audi

314,900

392,200

-19.7

1,042,200

1,175,800

-11.4

Bentley

1,800

2,400

-25.5

6,000

7,200

-17.5

Lamborghini

2,600

2,500

+4.1

8,000

8,100

-1.9

Brand Group Sport Luxury

56,200

66,100

-15.0

178,500

212,500

-16.0

Porsche

56,200

66,100

-15.0

178,500

212,500

-16.0

Brand Group Trucks / TRATON

78,900

71,500

+10.5

230,400

224,600

+2.6

Scania

22,100

21,500

+2.6

69,300

68,400

+1.4

MAN

24,500

24,600

-0.7

75,400

71,700

+5.2

International

19,900

13,400

+48.3

49,400

48,000

+3.1

Volkswagen Truck & Bus

12,500

11,900

+5.2

36,300

36,600

-0.9

Volkswagen Group (total)

1,885,300

2,198,900

-14.3

6,011,000

6,604,300

-9.0

Percentage changes are based on unrounded figures.

Volkswagen Group deliveries - all-electric vehicles (BEV)

Deliveries to customers by market

Jul. - Sep. 2026

Jul. - Sep. 2025

Delta (%)

Jan. - Sep. 2026

Jan. - Sep. 2025

Delta (%)

Europe

209,100

174,800

+19.6

586,100

522,700

+12.1

USA

5,100

37,400

-86.4

14,900

68,700

-78.4

China

18,000

25,800

-30.1

48,900

85,100

-42.5

Rest of the world

8,100

14,100

-43.0

28,800

41,100

-30.0

World

240,200

252,100

-4.7

678,700

717,700

-5.4

Deliveries to customers by brand

Jul. - Sep. 2026

Jul. - Sep. 2025

Delta (%)

Jan. - Sep. 2026

Jan. - Sep. 2025

Delta (%)

Brand Group Core

175,700

174,600

+0.6

493,600

503,300

-1.9

Volkswagen Passenger Cars

73,900

95,200

-22.4

212,200

287,900

-26.3

Škoda

59,300

45,600

+30.0

167,400

118,500

+41.3

SEAT/CUPRA

24,800

19,800

+25.5

65,100

57,300

+13.5

Volkswagen Commercial Vehicles

17,700

14,100

+25.9

48,800

39,600

+23.4

Brand Group Progressive

48,700

62,000

-21.5

143,700

163,400

-12.0

Audi

48,700

62,000

-21.5

143,700

163,400

-12.0

Bentley

-

-

-

-

-

-

Lamborghini

-

-

-

-

-

-

Brand Group Sport Luxury

15,100

14,700

+2.5

38,700

48,900

-20.8

Porsche

15,100

14,700

+2.5

38,700

48,900

-20.8

Brand Group Trucks / TRATON

800

800

-4.9

2,700

2,100

+29.2

Scania

250

160

+55.3

640

380

+68.9

MAN

380

290

+32.3

1,480

1,090

+35.5

International

100

360

-72.2

490

540

-8.3

Volkswagen Truck & Bus

50

10

+487.5

50

60

-3.6

Volkswagen Group (total)

240,200

252,100

-4.7

678,700

717,700

-5.4

Percentage changes are based on unrounded figures.

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