economy
February 5, 2026
Sweden’s Volvo Cars fell over 22% in its worst trading day ever. Here’s why
The Sweden-based automaker posted a substantial drop in fourth-quarter profit, citing tariffs, currency effects and weak demand.

TL;DR
- Volvo Cars shares fell over 22.5%, marking its worst trading day.
- Fourth-quarter operating profit dropped 68% year-on-year.
- CEO cited challenging markets, U.S. tariffs, currency effects, and reduced EV incentives.
- Internal cost reductions and positive cash flow were highlighted as successes.
- Analysts anticipate significant downgrades to 2026 earnings forecasts.
- The company expects 2026 to remain challenging due to pricing pressure and tariffs.
- Deliveries of the electric EX60 SUV are set to increase in the second half of the year.
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