Supercars and Luxury: Ferrari, Porsche, Lamborghini — 2026-10-26
Porsche and Ferrari prepare for critical financial disclosures this week, with Porsche reporting nine-month results amidst a 16% sales drop and Ferrari releasing Q3 data on November 3. Meanwhile, the collector car market sees high-value transactions, including a low-mileage Ferrari F50 expected to fetch over $20 million and a record-breaking auction in Belgium.
Supercars and Luxury: Ferrari, Porsche, Lamborghini — 2026-10-26
Top developments
Porsche’s Nine-Month Results Loom Amidst Strategic Pivot
Porsche AG is scheduled to release its financial figures for the first nine months of fiscal year 2026 on October 27. This report comes as the automaker navigates a significant downturn, with deliveries falling 16% year-on-year globally. Despite the volume drop, Porsche reports a 12% increase in 911 deliveries, aligning with its new "Sportwagenschmiede ’35" strategy that prioritizes higher margins and exclusivity over sheer volume. The company has also announced plans to cut 9,000 jobs and increase the prices of top-tier models by 20% to sustain profitability.
Ferrari Sets Date for Q3 Earnings Release
Ferrari N.V. confirmed on October 16 that its third-quarter 2026 financial results will be released on November 3, 2026. The announcement precedes a live audio webcast where investors will assess the impact of product mix and personalization demand on the company’s margins. This release is critical for stakeholders following Q2 results that showed an 8% revenue rise to €1.94 billion despite a slight dip in unit deliveries.
Record Auction Results and High-Value Listings
The collector car market remains robust, with Broad Arrow’s Zoute Concours sale in Belgium achieving €34.6 million in total sales, becoming the highest-grossing collector car auction in Belgian history. A 2015 Ferrari LaFerrari sold for €5,181,250, setting a new record for the most valuable car ever sold at auction in Belgium. Additionally, a 1997 Ferrari F50 with only 106 miles on the odometer is expected to sell for over $20 million at an upcoming Broad Arrow sale, potentially becoming the most expensive F50 ever auctioned.
Local view
Italian Media Highlights Diverging Luxury Trends
Italian outlet Virgilio.it reports a "two-speed" luxury market in Italy, where Ferrari and Lamborghini deliveries are growing strongly, while Maserati and Porsche are struggling. This divergence underscores the strength of the Italian marques in their home market compared to their German rivals. The data, sourced from UNRAE, highlights the resilience of Ferrari and Lamborghini against broader economic headwinds.
German Press Focuses on Porsche’s Restructuring
German media, including Boersennews.de and Blackout-news.de, are focusing heavily on Porsche’s upcoming quarterly numbers as a "test" of its new strategy. Reports emphasize the radical restructuring, including the 9,000 job cuts and price hikes, as necessary steps to maintain profitability amid declining volumes. The narrative centers on Porsche CEO Michael Leiters’ "risky bet" on fewer cars and higher prices.
Context & numbers
Market Dynamics and Global Demand
- Porsche Deliveries: Global deliveries fell 16% year-on-year in the first nine months of 2026, totaling 178,532 vehicles.
- Ferrari Q2 Recap: In Q2 2026, Ferrari reported revenues of €1.94 billion (+8%) and net profit of €463 million (+9%), with 3,366 units delivered.
- China Market Impact: Luxury demand is cooling in China, impacting global luxury giants, while Korea sustains premium growth. Chinese domestic car sales are projected to rise by 2% in 2027 after a slump in 2026.
- McLaren Strategy: McLaren CEO Nick Collins stated that the "super-rich" will shield the brand from Chinese competition, pursuing an ambitious expansion plan focused on high-net-worth individuals.
On the radar
- November 3, 2026: Ferrari Q3 2026 Financial Results Release.
- October 27, 2026: Porsche AG Nine-Month 2026 Financial Results Release.
- Halloween 2026: Broad Arrow auction of the 1997 Ferrari F50, expected to set a new price record for the model.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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