Jaguar Land Rover (JLR) reported wholesale volumes of 82,400 vehicles for the second quarter of FY27, the three months ended 30 September 2026. That is up about 24% from 66,165 a year earlier and about 4% from 79,288 in the previous quarter. Retail sales totalled 79,000, down about 7% year-on-year and roughly flat against the prior quarter's 79,892.
The company said the year-on-year wholesale increase reflects a recovery from last year's cyber incident. The impact on retail volumes was felt later in FY26, once retailer inventories became depleted in the months that followed.
Growth was led by the UK and overseas markets. UK wholesales rose to 21,000 from 12,327 a year earlier and 16,255 in the previous quarter, while UK retails reached 18,500, up from 14,171 a year ago. North America wholesales climbed to 27,100 from 17,879 a year earlier, with retails of 24,800 against 22,918. The US remained steady and continues to account for about a third of total wholesales. In Europe, wholesales were 13,200 compared with 10,491 a year earlier, though retails slipped to 12,700 from 13,880. Overseas markets recorded wholesales of 11,300, up from 10,888, with retails of 10,500 against 11,122.
China remained the main area of weakness. China Region wholesales fell to 6,100 from 11,370 a year earlier and 8,660 in the previous quarter, while retails dropped to 6,300 from 10,604. JLR said retail volumes there were largely affected by the end, in June 2026, of vehicles produced locally by the CJLR joint venture. CJLR retails fell to 900 from 7,417 a year earlier and 5,335 in Q1.
In the Middle East and North Africa, ongoing disruption weighed on wholesales, which came in at 3,700, down from 5,112 in the previous quarter but above the 3,210 recorded a year earlier. Retail volumes in the region, however, rose to 5,300 from 3,406 in Q1, which JLR said indicates underlying demand is still strong.
By model, Range Rover, Range Rover Sport and Defender made up 77.6% of total wholesale volumes, up from 76.7% in Q2 FY26. Range Rover wholesales were 44,900, compared with 38,796 a year earlier, while Defender rose to 29,500 from 21,300. Discovery wholesales reached 7,200, up from 4,550. On the retail side, Range Rover sold 43,300 units, down from 47,196 a year ago, Defender retails rose to 29,500 from 25,370, and Discovery retails fell to 5,400 from 5,895. (The company noted that Q2 FY27 retail figures include CJLR volumes.)
Jaguar volumes continued to shrink as the brand winds down its outgoing models. Wholesales were 800, compared with 1,519 a year earlier, and retails fell to 800 from 6,910. The company noted that the highly anticipated launch of the Jaguar Type 01 in New York on 6 October follows this planned wind-down.