NIO Inc. delivered 35,486 vehicles, representing an increase of 136% year-over-year and 70.6% month-over-month. In the first quarter of 2026, total deliveries reached 83,465, up 98.3% year-over-year, exceeding the upper end of NIO’s delivery guidance.
Of the total, the NIO brand delivered 22,490 vehicles, up 120.1% year-over-year and 48.4% month-over-month; the ONVO brand delivered 6,877 vehicles, up 42.7% year-over-year and 130.7% month-over-month; and the firefly brand delivered 6,119 vehicles, up 130.3% month-over-month. As of March 31, 2026, NIO Inc. has cumulatively delivered 1,081,057 vehicles.
The NIO ES9 Product and Technology Launch event will be held on April 9. Positioned as a flagship SUV with cutting-edge technology and executive luxury, the ES9 stands as the most advanced SUV of the year. It marks a milestone in NIO’s technological evolution and the culmination of NIO’s systemic innovation.
#NIO #BlueSkyComing
NIO Financial Highlights for the Fourth Quarter of 2025 🍻👏👏👏👏👏
Vehicle sales were RMB31,606.2 million (US$4,519.6 million) in the fourth quarter of 2025, representing an increase of 80.9% from the fourth quarter of 2024 and an increase of 64.6% from the third quarter of 2025.
Vehicle margin was 18.1% in the fourth quarter of 2025, compared with 13.1% in the fourth quarter of 2024 and 14.7% in the third quarter of 2025.
Total revenues were RMB34,650.2 million (US$4,954.9 million) in the fourth quarter of 2025, representing an increase of 75.9% from the fourth quarter of 2024 and an increase of 59.0% from the third quarter of 2025.
Gross profit was RMB6,074.1 million (US$868.6 million) in the fourth quarter of 2025, representing an increase of 163.1% from the fourth quarter of 2024 and an increase of 100.8% from the third quarter of 2025.
Gross margin was 17.5% in the fourth quarter of 2025, compared with 11.7% in the fourth quarter of 2024 and 13.9% in the third quarter of 2025.
Profit from operations was RMB807.3 million (US$115.4 million) in the fourth quarter of 2025, compared with loss from operations of RMB6,032.9 million in the fourth quarter of 2024 and RMB3,521.5 million in the third quarter of 2025.
Excluding share-based compensation expenses, adjusted profit from operations (non-GAAP) was RMB1,251.3 million (US$178.9 million) in the fourth quarter of 2025, compared with adjusted loss from operations (non-GAAP) of RMB5,543.6 million in the fourth quarter of 2024 and RMB2,776.1 million in the third quarter of 2025 (which also excluded organizational optimization charges).
Net profit was RMB282.7 million (US$40.4 million) in the fourth quarter of 2025, compared with net loss of RMB7,111.5 million in the fourth quarter of 2024 and RMB3,480.5 million in the third quarter of 2025.
Excluding share-based compensation expenses, adjusted net profit (non-GAAP) was RMB726.8 million (US$103.9 million) in the fourth quarter of 2025, compared with adjusted net loss (non-GAAP) of RMB6,622.2 million in the fourth quarter of 2024 and RMB2,735.1 million in the third quarter of 2025 (which also excluded organizational optimization charges).
Cash and cash equivalents, restricted cash, short-term investment and long-term time deposits were RMB45.9 billion (US$6.6 billion) as of December 31, 2025.
https://t.co/UCZjnFMiCQ
One of the most important things required for a stock to go up - nobody believes it will ever go up again.
Hello, $NIO
20mo ma is looking constructive. The stage 1 base is insane on this one. Profitability in 2026. Strap in, non believers.
NIO Inc. announced its unaudited financial results for the third quarter ended September 30, 2025.
Vehicle deliveries were 87,071 in the third quarter of 2025, representing an increase of 40.8% from the third quarter of 2024, and an increase of 20.8% from the second quarter of 2025. The deliveries consisted of 36,928 vehicles from the Company’s premium smart electric vehicle brand NIO, 37,656 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 12,487 vehicles from the Company’s small smart high-end electric car brand firefly.
Gross margin in the third quarter of 2025 was 13.9%, compared with 10.7% in the third quarter of 2024 and 10.0% in the second quarter of 2025. The increase in gross margin over the third quarter of 2024 was mainly attributable to the i) increased vehicle margin, and ii) the increase in the gross margin of sales of parts, accessories and after-sales vehicle services as a result of cost reduction and efficiency improvement. The increase in gross margin over the second quarter of 2025 was mainly attributable to the increased vehicle margin.
For the fourth quarter of 2025, the Company expects:
-Deliveries of vehicles to be between 120,000 and 125,000 vehicles, representing an increase of approximately 65.1% to 72.0% from the same quarter of 2024.
-Total revenues to be between RMB32,758 million (US$4,602 million) and RMB34,039 million (US$4,781 million), representing an increase of approximately 66.3% to 72.8% from the same quarter of 2024.
$NIO for the first time in a long while shows Q3 2025 with $846M bought and only $21M sold.
If that’s not bullish enough for you, then maybe you should sell your shares 🤣 #NIO
$NIO remember this setup when you struggle to hold or decide whether to sell or buy right now.
+800% upwards potential over the next few years, seems like a next $PLTR.
Also crazy growing fundamentals throughout the last months and years.
BNP Paribas position in #Nio has sharply increased in the Q3 as per 13F sec filing, it reduced position in #XPeng The European bank held 18.6 million shares end of Q3..A total of 460 institutional investors collectively hold around 183 million shares in the EV maker, as of Friday
La zona de los 5.60$ haciendo de imán, aguantar ese nivel sería clave para mantener la tendencia alcista, volver a superar los 7,50$ sería el punto bullish que esperamos.
NFA
$NIO #NIO
Opinion sobre $NIO
No conseguirán rentabilidad en el Q3, si una mejora considerable de los números por el sprint en ventas de los últimos meses, el retail venderá por sentirse engañado, y el institucional que entiende los números seguirá comprando.
Q4 rentabilidad, y PUM!