Nissan Reports February 2026 Drop in Production and Sales

Nissan reports a decline in production, sales, and mixed export trends for February 2026. Explore key figures, regional shifts, and market impact.

Global Nissan production fell sharply by 11.7% in February 2026, while sales dropped 7.4%, marking one of the clearest signs of ongoing pressure across several key markets.

The decline was widespread. Production in Japan decreased by 5.1%, while output outside the country dropped by 13.6%. Mexico saw a steep fall of 32.7%, and China declined by 27.6%. The United States stood out as a rare exception, with production rising by 9.0%. Altogether, global output reached 205,000 vehicles for the month.

Sales followed a similar pattern, totaling 245,600 vehicles worldwide. Europe recorded a sharp 21.6% decline, China dropped by 19.4%, and the U.S. market showed a more moderate decrease of 3.0%. Japan proved more resilient, with total sales including minivehicles increasing by 0.4%, driven by a 17.0% surge in the kei-car segment.

Exports from Japan moved in the opposite direction, rising by 16.2%. Growth was led by other regions, which increased by 41.7%, and North America, up 7.1%, while exports to Europe fell by more than 50%.

These figures align with a broader trend already reflected in the company’s financial reporting. Nissan has lowered its global sales outlook to around 3.2 million units, while recent quarterly results have shown losses and pressure on operating profitability. At the same time, the company has launched its Re:Nissan restructuring program, targeting 500 billion yen in cost reductions, plant closures, and workforce cuts.

Market conditions in key regions are reinforcing this pressure. In Europe, overall car sales are declining, while in China the market is rapidly shifting toward electric vehicles, where local manufacturers dominate a growing share. In the United States, the challenge takes a different form, with rising demand for hybrids — a segment where Nissan has been slower to respond.

Against this backdrop, February’s results appear less like a one-off downturn and more like a continuation of a longer trend. The company is navigating falling demand, structural market shifts, and the need to accelerate its product transformation.

If the current trajectory continues, Nissan’s ability to adapt quickly — from product strategy to production geography — will be critical to its recovery.