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Aston Martin Lagonda Global (AML) investor relations material
Aston Martin Lagonda Global Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 performance was impacted by lower than expected wholesale volumes and macroeconomic headwinds, but operational turnaround and manufacturing KPIs reached industry norms, with Valhalla deliveries commencing and over 50% of lifetime units sold or deposited.
Sequential improvement in Q4 2025 is expected, driven by new model launches including Valhalla, DBX S, and Vantage S.
Immediate actions have been taken to reduce FY25 capex to approximately £350m and SG&A to around £275m, with cost optimization and dealer support to address tariffs and weak China demand.
FY26 profitability and cash flow are expected to materially improve, supported by ramped-up Valhalla deliveries and ongoing cost efficiencies.
Financial highlights
Q3 2025 wholesale volumes were 1,430, down 13% year-over-year, with revenue declining 27% to £285m; YTD revenue down 26% to £740m.
Q3 2025 gross profit fell 43% to £83m, with gross margin dropping to 29% from 37% in Q3 2024.
Year-to-date adjusted EBITDA fell by GBP 105 million to GBP 8 million; adjusted EBIT loss widened to -GBP 172 million.
Net debt increased to £1,381m at 30 September 2025, up 14% year-over-year.
Free cash outflow in Q3 was GBP 94 million; YTD 2025 free cash outflow was £415m, with total liquidity at Q3 end of £248m.
Outlook and guidance
Q4 2025 is expected to show sequential financial improvement, supported by new core derivatives and Valhalla deliveries.
FY 2025 adjusted operating expenses targeted at GBP 275 million, down from GBP 313 million in 2024.
Five-year CapEx plan reduced to GBP 1.6–1.7 billion, prioritizing efficiency without harming future prospects.
Plan to deliver around 500 Valhallas in 2026, supporting materially improved financial performance.
Liquidity target remains GBP 200–300 million through next year.
Target for net leverage ratio reduction?
Impact of reduced capex on product competitiveness?
Quantify Valhalla's FY26 profit and cash impact.
How is CapEx cut without future product impact?
Detail the revised electrification strategy.
What levers will boost overall unit sales?
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Next Aston Martin Lagonda Global earnings date
Q4 202525 Feb, 2026
Next Aston Martin Lagonda Global earnings date
Q4 202525 Feb, 2026
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Aston Martin Lagonda Global Holdings plc is a United Kingdom-based manufacturer of luxury sports cars and grand tourers. The company designs, engineers, and produces high-performance vehicles marketed under the Aston Martin brand. It also engages in licensing and brand-related partnerships. Aston Martin Lagonda Global Holdings plc is headquartered in Gaydon, United Kingdom, and its shares are listed on the LSE.
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