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# Polestar's Best Third Quarter Rests On U.S. Sales: Outside America, Retail Sales Fell 8%
- URL: https://www.bullished.co/polestars-best-third-quarter-rests-on-u-s-sales-outside-america-retail-sales-fell-8-f55e48db/
- Published: 2026-10-08T11:16:33.000Z
- Updated: 2026-10-09T09:28:08.000Z
- Description: Polestar estimated third-quarter retail sales at 14,371 cars, up about 1%, while the ex-U.S. figure dropped to 12,211 from 13,256.
- Author: Matteo Parrino
- Tags: Earnings, PSNY, Industry: Consumer Discretionary

Polestar estimated its third-quarter retail sales at [14,371 cars](https://www.sec.gov/Archives/edgar/data/1884082/000110465926114526/tm2627195d1%5Fex99-1.htm?ref=bullished.co), about 1% above a year earlier and the best third quarter in the company's history, according to a release dated Thursday and furnished to the SEC. Strip out the U.S. business and the picture reverses: sales outside America fell 8%.

## What the release says

The company put nine-month retail sales at an estimated [44,790 cars](https://www.sec.gov/Archives/edgar/data/1884082/000110465926114526/tm2627195d1%5Fex99-1.htm?ref=bullished.co), up 0.6% from 44,511 in the same period of 2025\. The release calls that a record, and also calls the quarter the best third quarter ever.

The third-quarter total compares with 14,222 cars in the third quarter of 2025.

Excluding the U.S. business, third-quarter sales were 12,211 cars, versus 13,256 a year earlier, a drop of 8%. Over nine months, the ex-U.S. figure slipped 0.5% to 40,773 cars from 40,968.

Polestar said it now shows the ex-U.S. numbers separately following the decision by U.S. authorities in respect of the Connected Vehicle Rule. It also said 2026 volumes are estimates subject to revision, while 2025 volumes are final.

## What it changes

The headline growth depends on the U.S. business. Without it, both the quarter and the nine-month totals were lower than a year ago, and the quarterly decline was far steeper than the nine-month one.

CEO Michael Lohscheller said in the release: "We delivered our best third quarter despite increasingly challenging market conditions." He pointed to the start of Polestar 5 customer deliveries as "an important milestone" and said the new Polestar 4 SUV extends the company's reach into the D-SUV segment.

Polestar (Nasdaq: PSNY) shares closed at $5.58 on Wednesday, down 5.90% for that session, which ended before the release was furnished. The company's market value was $917 million (market data).

The next test is whether the Polestar 5 and Polestar 4 SUV can lift the ex-U.S. line, which fell 8% in the quarter even as the total marked the company's best third quarter.

*Correction, October 9, 2026: An earlier version of this story said third-quarter sales set a record. Polestar called the quarter its best third quarter; the record it cites is for nine-month sales.*

### Sources

- [Form 6-K — Polestar reports record nine-month retail sales and its strongest third quarter · Best third quarter ever with retail sales of estimated 14,371 cars · Record retail sales of estimated 44,79](https://www.sec.gov/Archives/edgar/data/1884082/000110465926114526/tm2627195d1%5Fex99-1.htm?ref=bullished.co) — SEC EDGAR