Ferrari says rising wealth tied to the artificial intelligence boom is helping fuel demand for its high-end cars, especially models with expensive personalised features. The company pointed to stronger customer spending on bespoke options as a key reason it was able to lift its profit outlook.
The update was closely watched because investors have been weighing concerns about the broader luxury market and whether affluent buyers might slow their purchases. Ferrari’s latest results suggested resilience, with management indicating that demand remains solid even as questions linger over luxury consumer health.
A major part of that strength is coming from customisation. Buyers are choosing more add-ons and tailored finishes, which can increase the value of each vehicle and support profitability. That trend appears to be helping Ferrari address worries about the pace of its margin development.
The company also said its order book remains filled through 2027, offering unusual visibility for a carmaker and reinforcing confidence in future sales. With demand holding up and customers continuing to spend on personalised supercars, Ferrari’s latest guidance points to a business that is still performing strongly at the top end of the market.
