Transportation

BMW Sees Improvement Coming on Tariffs, China Stabilizing

BMW AG has spent more than €10 billion to develop a new generation of electric vehicles as part of its Neue Klasse line. — BMW AG has spent more than €10 billion to develop a new generation of electric vehicles as part of its Neue Klasse line.
Photographer: Krisztian Bocsi/Bloomberg

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By Tim Loh

May 6, 2026 at 5:30 AM UTC

Updated on

May 6, 2026 at 9:38 AM UTC

BMW AG sees business improving in the course of this year on lower tariff costs and robust demand for its next-generation electric cars.

The German manufacturer still expects profitability to remain broadly stable in 2026, with surging orders in Europe offsetting a protracted downturn in China. BMW is benefiting from a relatively easy prior-year comparison and strong momentum for its updated Neue Klasse models.