A post by @FirstSquawk on X.

BMW revised its 2026 automotive segment guidance, cutting ROCE to a range of -1% to +1% and EBIT margin to -0.5% to +0.5%. The German automaker attributed the adjustment to an expansion of its portfolio and structural measures. The new targets mark a sharp reset from prior expectations for the core automotive business. The revision matters because it signals margin pressure and heavier investment as BMW reshapes its model lineup and cost base. Investors will watch for details on the portfolio expansion and restructuring costs, and whether the lowered bar sets a floor for 2026 profitability.