Polestar Automotive Holding UK PLC reported that its Q4 2025 retail sales climbed 27 % to 15,608 vehicles, the highest quarterly volume in company history. Total 2025 retail sales reached 60,119 vehicles, up 34 % from 44,851 in 2024.
The 27 % jump in Q4 follows a 34 % annual increase, driven by a 78 % share of sales in Europe and a 50 % expansion of the sales network. The record volume reflects strong demand for the Polestar 3 and 4 SUVs, which accounted for a large share of the quarterly sales mix.
CEO Michael Lohscheller said the growth is anchored by the expanded dealer footprint and an attractive model lineup. He noted that Polestar is gaining market share against established luxury brands in key European markets, a trend that has been sustained despite ongoing macro headwinds.
Lohscheller also acknowledged continued external headwinds and challenging market conditions, including rising input costs and competitive pricing pressure. The company’s gross, operating, and net margins remain negative, with a reported gross margin of –61 % and operating margin of –95 %, underscoring the need for continued investment in scale and cost discipline.
Polestar regained compliance with Nasdaq’s minimum bid price requirement in December 2025 after adjusting its ADS ratio, removing a listing overhang that had attracted investor concern. The record sales announcement, combined with the compliance milestone, has been cited by market participants as a positive development that supports investor confidence.
Looking ahead, Polestar plans to launch the Polestar 5 and Polestar 7 in 2026, with production slated for Slovakia to mitigate tariff exposure. The company’s strategy focuses on expanding its European presence while working to improve profitability through scale and cost management.
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