Porsche 3rd Quarter 2025 Financial Results

[chun]

I do not think that this analogy makes sense. The japanese beat incumbents on value and quality in value segments where pragmatic concerns dominate. Porsche plays in a super-premium segment

Where their: heaters, batteries, brake hoses, software, and various other keep failing and being recalled. So premium, definitely premium price.

And here come the chinese, with better value and better quality.

Very weird how you don't see the analogy with when the japanese beat incumbents on value and quality; when the chinese are doing exactly that.

You think the buyers of Macans and Taycans will not care? Weird, they seem to care quite a lot.

Why would anyone pay 300k on a 4 door EV, that gets trashed in every aspect, including performance on a racing track, with better driving dynamics, by a 70k car? Just the badge? Quite a hill to die on I guess

This kind of mentality is the one of people that buy ziptie as bracelets, just because it's being sold by a brand name. I don't think Porsche drivers, or anyone, would associate themselves with that kind of mentality.

Need I remind you that Porsche was the crown jewel of german engineering, bought by engineers, before TikTok made it a weird snob symbol during Covid? Those people will care about the engineering, quality and capabilities of the car, and they won't pay 3-5x more for less.

You are confusing the fact that people don't have a choice now, with them choosing Porsche.

When the Xiaomi is in germany in 2027, you actually think most people will choose Porsche? I doubt it.

Better yet, you actually think the people that would have chosen Porsche, will chose it still after Xiaomi trashes it, over a Ferrari? The people willing to pay 350k might not buy a Xiaomi, but they won't buy a Porsche worse than a Xiaomi either, they will just go one tier above, to Ferrari, Lamborghini, etc.

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[Der-Schwabe]

Where their: heaters, batteries, brake hoses, software, and various other keep failing and being recalled. So premium, definitely premium price.

And here come the chinese, with better value and better quality.

Very weird how you don't see the analogy with when the japanese beat incumbents on value and quality; when the chinese are doing exactly that.

You think the buyers of Macans and Taycans will not care? Weird, they seem to care quite a lot.

Why would anyone pay 300k on a 4 door EV, that gets trashed in every aspect, including performance on a racing track, with better driving dynamics, by a 70k car? Just the badge? Quite a hill to die on I guess

This kind of mentality is the one of people that buy ziptie as bracelets, just because it's being sold by a brand name. I don't think Porsche drivers, or anyone, would associate themselves with that kind of mentality.

Need I remind you that Porsche was the crown jewel of german engineering, bought by engineers, before TikTok made it a weird snob symbol during Covid? Those people will care about the engineering, quality and capabilities of the car, and they won't pay 3-5x more for less.

You are confusing the fact that people don't have a choice now, with them choosing Porsche.

When the Xiaomi is in germany in 2027, you actually think most people will choose Porsche? I doubt it.

Better yet, you actually think the people that would have chosen Porsche, will chose it still after Xiaomi trashes it, over a Ferrari? The people willing to pay 350k might not buy a Xiaomi, but they won't buy a Porsche worse than a Xiaomi either, they will just go one tier above, to Ferrari, Lamborghini, etc.

Strewth! Man, the amount of time you spent on drumming home the message that Chinese BEVs are superior to the Taycan makes one wonder where the motivation comes from? Every day, ceaseless!

Let's take your statement:

"Why would anyone pay 300k on a 4 door EV, that gets trashed in every aspect, including performance on a racing track, with better driving dynamics, by a 70k car?"

So, a 70,000 Euro car (or $ or is it CHF (Swiss Francs)) will beat a 300,000 Euro Taycan (or is that $ or CHF again (?)), what Taycan did you have in mind, the Turbo GT that costs 241,100 Euros new, not 300,000 Euros...so when I look at the only timed lap measured independently, I see the XIAOMI SU7 Ultra 3 seconds slower on a small track (!) and it did not cost 70,000 Euros but 100,000 Euros and JP noted the poor turn it and you (a few months back had remarked that there is a handling package that will correct this and cost extra, so this will then have to checked). So, the above statement was just full of sweeping statements rather than a level-headed view...just saying...

 

[Freeewilly]

the xiaomi completed Nurburgring in 6:46, a full 19 seconds faster than a Rimac and 21 seconds faster than a Taycan Turbo GT. At half the cost of of the Taycan.

That's insane, for any car, let alone from a phone company's first car ever. I hope Porsche steps up their game and lower their prices to compete.

There is more to a fast car than its 0 to 60 time, handling, braking, Nurburgring time. /s

 

[chun]

Strewth! Man, the amount of time you spent on drumming home the message that Chinese BEVs are superior to the Taycan makes one wonder where the motivation comes from? Every day, ceaseless!

Let's take your statement:

"Why would anyone pay 300k on a 4 door EV, that gets trashed in every aspect, including performance on a racing track, with better driving dynamics, by a 70k car?"

So, a 70,000 Euro car (or $ or is it CHF (Swiss Francs)) will beat a 300,000 Euro Taycan (or is that $ or CHF again (?)), what Taycan did you have in mind, the Turbo GT that costs 241,100 Euros new, not 300,000 Euros...so when I look at the only timed lap measured independently, I see the XIAOMI SU7 Ultra 3 seconds slower on a small track (!) and it did not cost 70,000 Euros but 100,000 Euros and JP noted the poor turn it and you (a few months back had remarked that there is a handling package that will correct this and cost extra, so this will then have to checked). So, the above statement was just full of sweeping statements rather than a level-headed view...just saying...

Strewth! Man, the amount of time you spent on drumming home uninformed spam. Where's the motivation coming from?

https://insideevs.com/news/762360/xiaomi-su7-ultra-nurburgring-production/

Cute. But in reality Xiaomi did beat Porsche on real racing tracks, not small ones. By quite a margin.

Ah yes, the famous base Taycan GT, with 0 options, at 241.100 euros, that everyone buys. Is this part of your standup routine? You think anyone buys a porsche without any options?
Here's the cost of one once you add some options.

In china, the same spec is CNY 2,398,000 ; so around 270k.

Also, here's the price of a Xiaomi SU7 ultra: https://www.motorauthority.com/news/1145870_2025-xiaomi-su7-ultra-price
https://www.mi.com/global/discover/article?id=4328
As you can see, it's 73k fully optioned. You can actually get it for less without the track options.
You can actually go on Xiaomi's page and pre-order it.

Like, literately, use google. All of your arguments are wrong.



Imagine not googling stuff before posting.

And If I really wanted to post a car with comparable price beating the turbo GT, and not a cheaper one, would have chosen the U9, which at 215.000 also beats the turbo GT by 8+ seconds: https://electrek.co/2025/10/21/byd-3000-hp-yangwang-u9-hypercar-breaks-nurburgring-ev-record-lap/ . But I chose a budget one; since the chinese don't need premium and luxury to beat porsche, budget has more luxury and more performance than Porsche there

But sure, people will choose to spend 300k on a Taycan, to be beaten by a Air Purifier company, instead of buying 6 air purifier cars, or idk... a Ferrari, or a Lamborghini that actually have prestiege still, and come with unique timeless designs, instead of being the same car for 30 years - especially after Porsche raises the prices even more as they announced . Keep dreaming.

People are already not buying the Turbo GT, and they don't have any other choice at the moment if they want that performance and top of the line "luxury". I'm sure the GTs are actually waiting for competition to start flying of the dealership parking slots.

4th quarter will look worse, and Next year even worse for Porsche. Mark my words.
Mercedes is bringing new models to the market on new architecture, so is BMW. The Macan is about to get real competition from European brands, and so will the Cayenne. And that's before the chinese even step in europe.

 

[Der-Schwabe]

https://insideevs.com/news/762360/xiaomi-su7-ultra-nurburgring-production/

Cute. But in reality Xiaomi did beat Porsche on real racing tracks, not small ones. By quite a margin.

Ah yes, the famous base Taycan GT, with 0 options, at 241.100 euros, that everyone buys. Is this part of your standup routine? You think anyone buys a porsche without any options?
Here's the cost of one once you add some options.

In china, the same spec is CNY 2,398,000 ; so around 270k.

Also, here's the price of a Xiaomi SU7 ultra: https://www.motorauthority.com/news/1145870_2025-xiaomi-su7-ultra-price
https://www.mi.com/global/discover/article?id=4328
As you can see, it's 73k fully optioned. You can actually get it for less without the track options.
You can actually go on Xiaomi's page and pre-order it.

Like, literately, use google. All of your arguments are wrong.



Imagine not googling stuff before posting.

So, now you are comparing a CHF price of the Taycan GT with a US $ price of a Xiaomi...this is the sure-fire method that is called " π mal Daumen" (in German (that you will no doubt be familiar with in Switzerland as German is one the languages spoken there))...it also begs the question, why you have not sold your Taycan and imported a Xiaomi...it can't be that expensive as you keep on telling everybody...and with such a superior product, it should be a 'cake walk' to get this through the Swiss Road Inspection.

 

[chun]

So, now you are comparing a CHF price of the Taycan GT with a US $ price of a Xiaomi...this is the sure-fire method that is called " π mal Daumen" (in German (that you will no doubt be familiar with in Switzerland as German is one the languages spoken there))...it also begs the question, why you have not sold your Taycan and imported a Xiaomi...it can't be that expensive as you keep on telling everybody...and with such a superior product, it should be a 'cake walk' to get this through the Swiss Road Inspection.

It still doesn't seem to be 73k for a Taycan turbo GT.

But i guess i can google

I have considered importing a xiaomi, yes, it's 110. Sadly, the charging port is not european compatible

 

[Der-Schwabe]

It still doesn't seem to be 73k for a Taycan turbo GT.

But i guess i can google

I have considered importing a xiaomi, yes, it's 110. Sadly, the charging port is not european compatible

If you convert your Swiss CHF price to $s but why do that? Sure the Taycan is not $70k but as per the above YouTube video, the SU7 Ultra was not 70k Euros either but 100k Euros and 3 seconds slower. Also, you no doubt know that goods in Switzerland are considerably more expensive than in the rest of Europe (due to high wages/labour costs and other factors) . Again: " π mal Daumen"...

Just go to the Porsche's US website:

 

[chun]

If you convert your Swiss CHF price to $s but why do that? Sure the Taycan is not $70k but as per the above YouTube video, the SU7 Ultra was not 70k Euros either but 100k Euros and 3 seconds slower. Also, you no doubt know that goods in Switzerland are considerably more expensive than in the rest of Europe (due to high wages/labour costs and other factors) . Again: " π mal Daumen"...

Just go to the Porsche's US website:

And per official record it’s 2-3 seconds faster not slower

And I trust administration of nurburing more than those random no name YouTuber

And again, you link base turbo GT without any options.

Get real

Are you saying that a car that is Only 3x as expensive can be excused for being shittier? And not only excused, but that people will start buying it more once it has competition?

 

[Der-Schwabe]

And per official record it’s 2-3 seconds faster not slower

And I trust administration of nurburing more than those random no name YouTuber

And again, you link base turbo GT without any options.

Get real

Are you saying that a car that is Only 3x as expensive can be excused for being shittier? And not only excused, but that people will start buying it more once it has competition?

I don't doubt the official records per se and I am sure Porsche is working on improving on this aspect (as the recent TTG Manthey kit equipped vehicles illustrate that have been spotted repeatedly). These are by & large marketing exercises for any manufacturer (Porsche included) and we shall see what happens in this context. The Youtube video puts these record laps into context of repeatable performance.

Overall, I think we have to agree to disagree on the rest...

 

[chun]

The Youtube video puts these record laps into context of repeatable performance.

Overall, I think we have to agree to disagree on the rest...

Yes, so does it put into context the repeatable performance of the Taycan turbo GT also. Or are you insinuating that Porsche didn't choose their best time for the official record?

I'm sure that Xiaomi can't release a manthey kit look alike... Ah, wait, they did - and the time was: 6:46.874 minutes . But such kits, including the Manthey kit, are not road legal in China.

Xiaomi so far is the car with 4 seats to match the 4 doors, not the taycan, so I wouldn't worry.

But Yes, we definitely need to disagree. By no logic back-flip and gymnastic routine I can phantom that Taycan will start selling better and improve Porsche's quarterly numbers once it starts having competition - be that competition from Mercedes and BMW in 2026, or from chinese brands in 2027.
Especially not when it can't compete with MUCH cheaper cars around the track, can't compete in terms of tech, software, interior quality and most importantly can't compete in terms of reliability.

You take a taycan on the track, and your heater might break mid lap, or maybe a brake hose, or maybe the coolant might flood the battery and you won't know until you're on fire, or the dash might reboot mid drive, or the active ride might decide to go out of balance, or who knows what else. The premium experience you paid 3x for.

 

[Der-Schwabe]

Yes, so does it put into context the repeatable performance of the Taycan turbo GT also. Or are you insinuating that Porsche didn't choose their best time for the official record?

I'm sure that Xiaomi can't release a manthey kit look alike... Ah, wait, they did - and the time was: 6:46.874 minutes . But such kits, including the Manthey kit, are not road legal in China.

Xiaomi so far is the car with 4 seats to match the 4 doors, not the taycan, so I wouldn't worry.

But Yes, we definitely need to disagree. By no logic back-flip and gymnastic routine I can phantom that Taycan will start selling better and improve Porsche's quarterly numbers once it starts having competition - be that competition from Mercedes and BMW in 2026, or from chinese brands in 2027.
Especially not when it can't compete with MUCH cheaper cars around the track, can't compete in terms of tech, software, interior quality and most importantly can't compete in terms of reliability.

You take a taycan on the track, and your heater might break mid lap, or maybe a brake hose, or maybe the coolant might flood the battery and you won't know until you're on fire, or the dash might reboot mid drive, or the active ride might decide to go out of balance, or who knows what else.

I would add that it will be very interesting to observe where Porsche will go with the Taycan and how it evolves. Porsche can not afford to stand still as the pace of development is rapid. The recent records set by it's Stuttgart brethren, the AMG GT XX @ Nardo with it's YASA axial-flux engines and overall architecture cannot be ignored.

 

[bastiaan]

Guys, count to ten? Peace love and happiness?

 

[Tooney]

Porsche Earnings: Solid Underlying Margin Provides Hope for Quicker Recovery to Double-Digit Margin Morningstar
We think Porsche stock is fairly valued.

 

[chun]

Porsche Earnings: Solid Underlying Margin Provides Hope for Quicker Recovery to Double-Digit Margin Morningstar
We think Porsche stock is fairly valued.

Fairly valued at 46, basically at their lowest valuation ever; more than halved compared to last year.

And they think it will go up in 2028.

Doesn’t sound all that inspiring, but hey, at least not predicted to go down more.

 

[Tooney]

Fairly valued at 46, basically at their lowest valuation ever; more than halved compared to last year.
And they think it will go up in 2028.
Doesn’t sound all that inspiring, but hey, at least not predicted to go down more.

So now is a great time to buy, per 'buy low, sell high'?

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