Q3 2025 Aston Martin Lagonda Global Holdings PLC Earnings Call Transcript
Key Points
- Aston Martin Lagonda Global Holdings PLC (AMGDF) has successfully launched new high-performance derivatives, including the Vantage S, DBX S, and DB12 S, enhancing their core model lineup.
- The company commenced initial deliveries of the groundbreaking Valhalla model in Europe, with plans to deliver about 150 units by the end of 2025.
- More than 50% of Valhalla units are already sold for the vehicle's lifetime, indicating strong demand and customer interest.
- Aston Martin has implemented a second 3% price increase in the US to offset tariff impacts, demonstrating proactive financial management.
- The company has reduced its five-year CapEx plan from GBP2 billion to GBP1.6-1.7 billion, optimizing capital investment without compromising future prospects.
- Q3 wholesale volumes decreased by 13% compared to the prior year, reflecting challenges in the global macroeconomic environment.
- Revenue decreased by 26% and total ASP decreased by 22% year-to-date, impacted by lower specials volumes and weak demand in China.
- The company faced significant macroeconomic headwinds, including US tariffs and weak demand in China, compounded by changes in luxury taxation.
- Year-to-date adjusted EBITDA decreased by GBP105 million to GBP8 million, reflecting gross profit movement and operational challenges.
- Aston Martin no longer expects to be free cash flow positive in H2 2025, indicating ongoing financial pressures.
Good morning or good afternoon all and welcome to the Aston Martin Lagonda Global Q3 2025 results. My name is Adam, and I'll be your operator today (operator Instructions). So Adrian, please go ahead when you're ready.
Yes, good morning and thank you, Adam. So first of all, a warm welcome to everybody and thank you for joining the call for the Aston Martin Q3 2025 results.
Before we take questions on the line, Doug and I would like to provide a summary of our operational financial outlook, during the last quarter sorry review for the last quarter and outlook for the rest of the year.
Recognize that we already updated the market earlier this month. Much of what we will share today you'll be already aware of, but it is important that we focus now on what we're doing and building forwards to highlight some of the actions that we've already taken in response to the challenges that we face.
Let's start with operations, the heart of our
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