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What has been the effect of the JLR Cyber attack?

JLR announced its wholesale and retail sales for the second quarter of FY26 (three months to 30 September 2025). Volumes reduced during a challenging quarter, reflecting production stoppages since the start of September, resulting from the cyber incident, the planned wind-down of legacy Jaguar models ahead of the launch of new Jaguar and incremental US tariffs impacting JLR’s US exports.

Wholesale volumes for the second quarter were 66,165 units (excluding the Chery Jaguar Land Rover China JV (‘CJLR’)), down 24.2% year‑on‑year and down 24.2% compared to Q1 FY26. The overall mix of Range Rover, Range Rover Sport and Defender models was 76.7% of total wholesale volumes in Q2 FY26, down from 77.2% in the prior quarter and up from 67.0% year‑on‑year, reflecting the prioritisation of JLR’s most profitable models. 

Retail sales for the second quarter of 85,495 units (including CJLR) were down 17.1% year‑on‑year and down 8.7% compared to Q1 FY26. Compared to the prior year, retail volumes for the second quarter were down in all markets, comprising the UK (‑32.3%), North America (‑9.0%), Europe (‑12.1%), China (‑22.5%), MENA1 (‑15.8%) and Overseas (‑4.1%). The UK was particularly impacted by the planned wind down of legacy Jaguar models and the cyber incident in September, while a reduction in domestically produced vehicle sales from CJLR in China was partially offset by an increase in imported vehicle sales.

So, more than a month after the August 31 cyber attack, JLR has finally restarted some vehicle production in the UK, but the numbers show that the crisis is not over yet.  The company has not yet announced who was behind the attack, and whilst the figures above are indicative, it is unclear as to the full extent of the damage. It may be a while yet before operations are fully up to normal levels.

Adrian Mardell, the CEO who retires next month, said, “I would like to thank everyone connected to JLR for their commitment, hard work and endeavour in recent weeks to bring us to this moment. We know there is much more to do but our recovery is firmly underway.”

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