BMW Cuts 2026 Auto Margin Forecast as Neue Klasse Output Accelerates

BMW intends to phase out some fifth-generation electric cars early, the company's chief executive said, explaining the decision by the accelerated launch of the new Neue Klasse platform. This became known together with third-quarter results published on November 4. According to management, production of Neue Klasse models is growing faster than planned, and this is already reflected in the structure of the model lineup.

The financial consequences are directly linked to this transition. The company lowered its 2026 margin forecast for the automotive division to a range of -0.5% to +0.5%, while previously it had expected 1% to 3%. Thus, the shift to the new generation of electric cars is currently accompanied by significant pressure on profitability, not just on sales volumes.

For the American market, the changes are already visible in specific models. The i4 crossover is leaving the lineup after model year 2026, and its place will be taken by the i3. Production of the iX for the US was discontinued in April, while the i5 sedan continues to be sold in the 2027 model year version at a price of $67,100 before transportation costs. The mid-cycle update of the i5 is expected around July 2027.

To speed up sales of the outgoing models, dealers are offering November terms. Leasing the i4 eDrive40 costs $549 per month for 36 months with a down payment of $4,849. Financing for the i4 is offered at 3.99% APR for 60 months with a financed amount of $3,750. Leasing the i5 eDrive40 will cost $749 per month with a down payment of $6,969. The iX carries a $7,500 lease bonus, and buyers can also get financing at 2.99%. The offers are valid until the end of November, and terms depend on region and credit history.

The residual value question is becoming more important for those choosing between buying and leasing. According to iSeeCars, the i4 retains 35.5% of its value after five years, the i5 30.0%, and the iX 31.4%. Estimated residual values for the i5 and iX on 36-month leases are roughly 51% to 54%. The federal $7,500 electric vehicle credit expired on September 30, 2025, so it no longer applies to calculations.

For those considering newer options, BMW offers the i3 50 xDrive for $61,500 before delivery, with a stated range of about 468 miles. The iX5 60 xDrive crossover is due in early 2027 at a price of $79,800. The vehicle warranty is unchanged: 4 years or 50,000 miles for the whole vehicle and 8 years or 100,000 miles for the battery. For used iX vehicles, the certified program offers financing at 2.49% through November 30.

Source: bmwblog.com

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Edward Beaumont

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Edward Beaumont covers public affairs, politics, business, culture and daily news for Nobel. The role focuses on verification, context, and clear explanations for readers.

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