BMW was among the European carmakers hit hardest by tariffs in 2025, and its latest financial results make that impact clear. In its annual report, the company revealed a 6.7% drop in group earnings before interest and tax (EBIT), alongside a 15.9% decline in its automotive EBIT margin, a key measure of operating profitability. While BMW avoided putting a precise figure on the damage, analysis from Automotive News helped fill in the gaps.€1.4 Billion Lost to Tariffs
BMW
Working from BMW’s reported margin decline, Jefferies analyst Philippe Houchois estimated that tariffs cost the company around €1.4 billion in 2025. With BMW posting roughly €10.2 billion in profit for the year, that means more than 10% of its earnings were effectively …
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Author: Marnus Moolman
