Porsche SE's Shift Toward Defense Could Alleviate Drag from Auto Investments -- Market Talk

Dow Jones11-12

1022 GMT - Porsche SE's investments in Volkswagen and Porsche AG--which have been challenged by tariffs, a slowdown in China, and restructuring costs--contributed to the softness of nine-month results, AlphaValue analyst Adrien Brasey writes. However, the company is planning to diversify by investing in the defense and security sectors, Brasey adds. Porsche SE's defense ambitions could serve as a catalyst to move beyond its auto-centric focus, diversifying risks and capitalizing on growing defense-related segments. "While this strategy could unlock long-term value amid rising public spending and geopolitical tension, near-term automotive challenges persist, warranting caution." (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

November 12, 2025 05:22 ET (10:22 GMT)

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