SUPPLY CHAIN STRATEGIES
Managing geopolitical uncertainties and trade tariffs Geopolitical uncertainties and US tariff policies have become significant burdens for the company’ s automotive operations. The 700 million euros expense related to tariffs in 2025 contributed to a decline in operating profit to 413 million euros. Porsche CFO Dr Jochen Breckner said:“ The global challenges and the company’ s realignment impacted earnings in 2025. In 2026, our recalibration measures will continue to have one-off effects on earnings in the high three-digit million euros range.” For 2026, the company anticipates that these tariff policies and uncertainties will remain. To manage these risks, the group is accepting one-off effects on earnings to secure long-term stability. Jochen added:“ In order to secure adequate margins by Porsche standards in the medium term and strengthen our resilience in the long term, we accept these burdens.”
Recalibrating regional distribution and dealer networks A significant realignment of the distribution network is underway, particularly in the difficult market environment of China.
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