Finance
Porsche shipped added inventory to US ahead of tariffs, analyst note says
Published by Global Banking & Finance Review®
Posted on April 10, 2025
2 min readLast updated: January 24, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on April 10, 2025
2 min readLast updated: January 24, 2026
Porsche increased US inventory to preempt tariffs, keeping March prices stable. The company anticipates lower margins and explores strategies to mitigate tariff impacts.
BERLIN (Reuters) - Porsche has shipped added inventory to the United States to get ahead of tariffs and kept prices constant for orders made in March, executives told analysts and investors in a call on Wednesday, according to a note by Bernstein Research.
The luxury carmaker expected an operating margin below its annual guidance of 10-12%, the note said, adding that this margin also did not account for the impact of 25% tariffs on auto imports to the U.S., which were not included in the 90-day pause announced on Wednesday.
Executives did not provide further detail on the longer-term strategy to deal with the tariffs, according to the note.
Porsche did not immediately respond to a request for comment. The investor call was held before a closed period on company information before annual results scheduled for April 29.
Among the German automakers, Porsche and Volkswagen's Audi - two brands with no U.S. production - have both said recently they would assess the option of price increases to mitigate tariff risks.
In the meantime, Audi is holding cars in U.S. ports, while Mercedes-Benz stocked up its inventory in the country before tariffs came into force.
(Reporting by Victoria Waldersee, Editing by Friederike Heine)
The article discusses Porsche's strategy to ship additional inventory to the US to avoid tariffs and maintain stable prices for March orders.
Porsche shipped extra inventory to the US and kept March order prices constant, while assessing longer-term strategies.
Porsche expects an operating margin below its annual guidance due to tariffs, which are not accounted for in the current 90-day pause.
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