BMW Group (BMW) US capital market event presentation summary
Event summary combining transcript, slides, and related documents.
US capital market event presentation summary
27 Jul, 2026U.S. market presence and economic impact
Operates 30 locations in 12 states, supporting over 120,000 jobs and contributing $43.3 billion annually to the U.S. economy.
Over 7.3 million vehicles built in the U.S. since 1994, with 639 dealers across four regions.
Plant Spartanburg is a major anchor, employing over 11,000 people and assembling more than 1,500 vehicles daily.
Nearly 90% of BMW's U.S. economic impact comes from Plant Spartanburg.
Exported nearly 200,000 vehicles in 2025, with a total export value of $9 billion.
Sales performance and product mix
Delivered 418,000 vehicles in the U.S. in 2025, with BEVs accounting for 10.7% of sales.
Top five U.S. models represent 68% of sales, with X3 and X5 among the most popular.
U.S. M models have a 19% share of total volume, nearly double the global average.
Dealer and customer relations
Maintains strong dealer relations, consistently ranking in the top three for OEM dealer relations.
BMW Financial Services ranked #2 for overall dealer satisfaction in 2026.
Customer contact center handled 27 million interactions, achieving a 73 NPS and #1 satisfaction among premium auto finance providers.
Latest events from BMW Group
- Profit fell sharply in H1 2026 as China weakened, but restructuring and BEV growth continue.BMW
Q2 2026 (Q&A)30 Jul 2026 - Profit and margins fell sharply amid China headwinds, but BEV and MINI sales grew in Europe.BMW
Q2 2026 (Media Q&A)30 Jul 2026 - H1 2026 profit and revenue fell sharply as China weakness outweighed US and EU gains.BMW
Q2 202630 Jul 2026 - EBT margin reached 9.2% as BEV sales rose 32.4%, with stable 2025 guidance and cost discipline.BMW
Q1 202530 Jul 2026 - Full-year margin guidance reaffirmed at 5%-7% as BEV deliveries rise 32.4% amid market headwinds.BMW
Q1 2025 (Q&A)30 Jul 2026 - EBT margin 8.5%, electrified share 26.4%, and 5–7% margin guidance reaffirmed.BMW
Q2 2025 (Q&A)30 Jul 2026 - Tariff impacts peak in Q2, with growth in U.S. and Europe and China stabilizing by year-end.BMW
Q1 2025 (Media Q&A)30 Jul 2026 - Tariffs weighed on EBIT, but BEV sales surged and guidance remains confident for future growth.BMW
Q2 2025 (Media Q&A)30 Jul 2026 - Electrified vehicle sales rose despite overall declines, led by BEV growth in Europe and the US.BMW
Pre-close call presentation10 Jul 2026