Aston Martin Lagonda Global Holdings PLC
LSE:AML
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Aston Martin Lagonda Global Holdings PLC
Aston Martin Lagonda Global Holdings PLC, cloaked in the legacy of British luxury and engineering finesse, navigates the world of high-performance automotive excellence. Founded over a century ago, the brand's evolution tells a story deeply entwined with innovation and craftsmanship, becoming synonymous with exclusivity and elegance. Aston Martin's narrative is punctuated by iconic designs and an unwavering dedication to luxury, attracting a discerning clientele that demands more than just a mode of transport but rather an embodiment of sophistication and power. This deep-rooted passion for perfection is palpable in every model, from the sleek lines of the DB series to the ferocity of their sports cars, establishing Aston Martin not just as an automobile manufacturer but a creator of experiences.
The company thrives through a curated portfolio of handcrafted sports cars, where revenues are predominantly driven by the allure of its prestigious vehicle line-up. It capitalizes on its brand heritage and strategic collaborations, such as those with Mercedes-Benz, to integrate cutting-edge technology with traditional craftsmanship. Aston Martin further monetizes its brand through lifestyle offerings, including branded merchandise, limited-edition models, and exclusive design services. By balancing heritage with innovation, Aston Martin sustains its appeal among enthusiasts and collectors worldwide, who see value in the unique blend of performance and luxury—ensuring that the company remains a compelling presence in the luxury car market.
Aston Martin Lagonda Global Holdings PLC, cloaked in the legacy of British luxury and engineering finesse, navigates the world of high-performance automotive excellence. Founded over a century ago, the brand's evolution tells a story deeply entwined with innovation and craftsmanship, becoming synonymous with exclusivity and elegance. Aston Martin's narrative is punctuated by iconic designs and an unwavering dedication to luxury, attracting a discerning clientele that demands more than just a mode of transport but rather an embodiment of sophistication and power. This deep-rooted passion for perfection is palpable in every model, from the sleek lines of the DB series to the ferocity of their sports cars, establishing Aston Martin not just as an automobile manufacturer but a creator of experiences.
The company thrives through a curated portfolio of handcrafted sports cars, where revenues are predominantly driven by the allure of its prestigious vehicle line-up. It capitalizes on its brand heritage and strategic collaborations, such as those with Mercedes-Benz, to integrate cutting-edge technology with traditional craftsmanship. Aston Martin further monetizes its brand through lifestyle offerings, including branded merchandise, limited-edition models, and exclusive design services. By balancing heritage with innovation, Aston Martin sustains its appeal among enthusiasts and collectors worldwide, who see value in the unique blend of performance and luxury—ensuring that the company remains a compelling presence in the luxury car market.
Revenue & Volume Decline: Revenue fell 26% and wholesale volumes dropped 13% year-on-year in Q3, below previous guidance.
Gross Margin & Profit Pressure: Fewer special editions, weaker China demand, and higher warranty costs hurt gross margin and EBITDA.
Cost & CapEx Cuts: Management took further action, lowering full-year 2025 CapEx guidance to GBP 350 million and OpEx to GBP 275 million.
Valhalla Launch: Initial deliveries of the Valhalla supercar began in Europe, with plans to deliver about 150 units in 2025 and strong demand exceeding 50% of the total run pre-sold.
Liquidity & Cash: Ended Q3 with GBP 248 million liquidity. No longer expects to be free cash flow positive in H2 2025, but targets staying within GBP 200–300 million liquidity range.
2026 Outlook: Company expects 2026 financial performance to materially improve, supported by new product derivatives and about 500 Valhalla deliveries.
