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BMW sticks to 2025 forecast despite tariff headwinds
CDG News Alert (< 1 min. read)
Anna del Villar
May 07, 2025
The details: BMW has maintained its 2025 outlook despite new auto tariffs bearing down, reports Reuters. In fact, the German automaker is expecting some import duties to decline starting July—a stark contrast to competitors Mercedes-Benz, Ford, and Stellantis who've all withdrawn their full-year financial guidance.
Why the optimism?
Between the lines: CEO Oliver Zipse is citing the company's significant U.S. manufacturing presence, including their largest global plant in Spartanburg, South Carolina, as they engage with policymakers at local and federal levels regarding the impact of tariffs.
Why it matters: While the auto industry grapples with uncertainty, BMW's position suggests they see a path forward. The company acknowledges tariffs will have a "notable" impact on Q2 results but anticipates potential reductions by mid-year, though they haven't detailed the reasoning behind this expectation.
Big picture: BMW is making a high-stakes bet that their U.S. manufacturing footprint, growing EV sales, and projected second-half China recovery can offset a potential €1 billion tariff-driven hit to the bottom line.
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