Nio to report Q2 earnings on September 1 as investors watch profit run

CnEVPost08-20 17:43

{"@context":"https://schema.org","@type":"Dataset","name":"Nio Inc Quarterly Deliveries Data","description":"Quarterly delivery statistics for Nio Inc from ...

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to report Q2 earnings on September 1 as investors watch profit run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-20 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2026/08/20/nio-to-report-q2-2026-earnings-sept-1/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>{\"@context\":\"https://schema.org\",\"@type\":\"Dataset\",\"name\":\"<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a> Inc Quarterly Deliveries Data\",\"description\":\"Quarterly delivery statistics for Nio Inc from ...</p>\n\n<a href=\"https://cnevpost.com/2026/08/20/nio-to-report-q2-2026-earnings-sept-1/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0052750758.USD","symbol_name":"富兰克林中国基金A 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2026\",\"url\":\"https://cnevpost.com/2026/08/20/nio-to-report-q2-2026-earnings-sept-1/\",\"license\":\"https://creativecommons.org/licenses/by/4.0/\",\"creator\":{\"@type\":\"Organization\",\"name\":\"CnEVPost\"},\"temporalCoverage\":\"2024/2026\",\"variableMeasured\":{\"@type\":\"PropertyValue\",\"name\":\"Quarterly Deliveries\",\"unitText\":\"units\"},\"distribution\":{\"@type\":\"DataDownload\",\"encodingFormat\":\"text/html\",\"contentUrl\":\"https://cnevpost.com/2026/08/20/nio-to-report-q2-2026-earnings-sept-1/\"}}    \n\n\nNio Inc Quarterly Deliveries 2024-2026\n\n\nQuarter\n2024\n2025\n2026\n\n\n\n\nQ1\n30,053\n42,094\n83,465\n\n\nQ2\n57,373\n72,056\n107,658\n\n\nQ3\n61,855\n87,071\n\n\n\nQ4\n72,689\n124,807\n\n\n\n\n\n\nNio Inc quarterly deliveries\n\n\n\n                2024            \n\n\n                2025            \n\n\n                2026            \n\n\n\n\n\n\n\nSource: Company reports\n© CnEVPost\n\n\n(function() {\nfunction init() {\nif (typeof CnEVPostCharts 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Tuesday, September 1, according to an announcement from the company on Thursday.\nManagement will hold an earnings conference call at 8:00 am US Eastern Time the same day, corresponding to 8:00 pm on September 1 in Beijing, Hong Kong and Singapore.\nA live webcast and replay of the conference call will be available on the company's investor relations website at ir.nio.com.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nParticipants wishing to join by phone will need to register in advance and dial in 10 minutes before the call begins. Upon registration, they will receive dial-in numbers, a passcode and a unique access PIN.\nThe timing is slightly earlier than last year. Nio reported its second-quarter 2025 results and held its earnings call on September 2.\nA key focus of the upcoming earnings report will be whether the company can post non-GAAP profitability for a third consecutive quarter.\nNio recorded adjusted operating profit of 66.8 million yuan ($9.84 million) in the first quarter, while revenue surged 112.2% year-on-year to 25.53 billion yuan. Its overall gross margin expanded to 19.0%, the highest in 4 years.\nDeutsche Bank said in early June that it expected Nio to remain profitable on a non-GAAP basis in the second quarter, driven by higher-margin SUV models, with non-GAAP net income of about 180 million yuan.\nHowever, second-quarter deliveries were somewhat weaker than expected. Nio delivered 107,658 vehicles during the quarter, below the lower end of its guidance range of 110,000 to 115,000 units.\nEven so, the figure represented a 49.4% increase year-on-year. Nio had previously guided for second-quarter revenue of between 32.78 billion yuan and 34.44 billion yuan.\nThe weakness in the quarter was concentrated mainly in April, when deliveries were just 29,356 units. Sales then recovered month by month, reaching 37,705 units in May and 40,597 units in June, the highest monthly level so far this year.\nNio delivered 191,123 vehicles in the first half, up 67.43% year-on-year.\nProduct mix remains a key variable for margins. The third-generation ES8 contributed 33,474 deliveries in the second quarter, accounting for 31.09% of the total, according to data compiled by CnEVPost.\nThe new flagship SUV ES9 contributed 11,703 deliveries in the second quarter after deliveries began on May 28, accounting for 10.87% of the total. Firefly, Nio's small premium-car brand, delivered 17,589 vehicles.\nOnvo, Nio's family-focused brand, delivered 29,124 vehicles in the second quarter, up 70.51% year-on-year. Deliveries were relatively evenly distributed among its L60, L90 and L80 models.\nInvestors will also be watching management's guidance for third-quarter deliveries and revenue, as well as its comments on the full-year profitability target.\n\n    {\"@context\":\"https://schema.org\",\"@type\":\"Dataset\",\"name\":\"Nio Q2 2026 deliveries, Q1 2026 financial highlights and Q2 2026 guidance\",\"description\":\"Nio Inc delivered 107,658 vehicles in Q2 2026 (+49.4% YoY), below its guidance of 110,000-115,000 units issued on May 21, 2026; Q2 2026 revenue guidance was RMB 32.78-34.44 billion. ES8 delivered 33,474 units and newly launched ES9 11,703 units in Q2 2026. Q1 2026 revenue rose 112.2% YoY to RMB 25.53 billion with a non-GAAP operating profit of RMB 66.8 million.\",\"url\":\"https://cnevpost.com/2026/08/20/nio-to-report-q2-2026-earnings-sept-1/\",\"license\":\"https://creativecommons.org/licenses/by/4.0/\",\"creator\":{\"@type\":\"Organization\",\"name\":\"CnEVPost\"},\"provider\":{\"@type\":\"Organization\",\"name\":\"Nio Inc\"},\"temporalCoverage\":\"2026-Q1/2026-Q2\",\"spatialCoverage\":{\"@type\":\"Place\",\"name\":\"China\"},\"variableMeasured\":[{\"@type\":\"PropertyValue\",\"name\":\"Quarterly deliveries\",\"unitText\":\"units\"},{\"@type\":\"PropertyValue\",\"name\":\"Revenue\",\"unitText\":\"RMB\"},{\"@type\":\"PropertyValue\",\"name\":\"Gross margin\",\"unitText\":\"percent\"},{\"@type\":\"PropertyValue\",\"name\":\"Operating profit (non-GAAP)\",\"unitText\":\"RMB\"}]}    \n\n\nNio Inc quarterly deliveries by brand, with ES8 and ES9 model breakdown (units)\n\n\nQuarter\nNio Inc\nNio brand\nOnvo\nFirefly\nES8\nES9\n\n\n\n\nQ1 2025\n42,094\n27,313\n14,781\n\n1,439\n\n\n\nQ2 2025\n72,056\n47,132\n17,081\n7,843\n1,670\n\n\n\nQ3 2025\n87,071\n36,928\n37,656\n12,487\n3,989\n\n\n\nQ4 2025\n124,807\n67,433\n38,290\n19,084\n39,697\n\n\n\nQ1 2026\n83,465\n58,543\n13,339\n11,583\n45,185\n\n\n\nQ2 2026\n107,658\n60,945\n29,124\n17,589\n33,474\n11,703\n\n\n\n\n\n\nNio Q1 2026 financial highlights and Q2 2026 guidance\n\n\nMetric\nValue\nNote\n\n\n\n\nQ1 2026 revenue\nRMB 25.53 billion\n+112.2% year over year\n\n\nQ1 2026 adjusted operating profit (non-GAAP)\nRMB 66.8 million (USD 9.7 million)\nSecond consecutive non-GAAP profitable quarter\n\n\nQ1 2026 gross margin\n19.0%\nvs 7.6% in Q1 2025; four-year high\n\n\nQ1 2026 vehicle margin\n18.8%\nvs 10.2% in Q1 2025\n\n\nQ1 2026 GAAP net loss\nRMB 332 million\nvs RMB 6.75 billion net loss in Q1 2025\n\n\nCash and equivalents (as of Mar 31, 2026)\nRMB 48.2 billion\n\n\n\nQ1 2026 deliveries\n83,465 units\n+98.3% YoY; above the 80,000-83,000 guidance\n\n\nQ2 2026 delivery guidance\n110,000 - 115,000 units\nimplies +52.7% to +59.6% YoY\n\n\nQ2 2026 revenue guidance\nRMB 32.78 - 34.44 billion\nissued with Q1 results on May 21, 2026\n\n\nQ2 2026 actual deliveries\n107,658 units\n+49.4% YoY; 2.1% below the low end of guidance\n\n\n\n\n\nNio Q2 2026 deliveries at a glance\n107,658 units delivered · +49.4% YoY\n\n107,658Q2 2026 deliveries · +49.4% YoY\n110k-115kQ2 2026 delivery guidance (missed)\n33,474ES8 Q2 deliveries · -25.9% QoQ\n11,703ES9 Q2 deliveries · launched May 27\n\n\nQ2 2026 guidance vs actual\nGuidance issued with Q1 results on May 21, 2026\n\n\nDeliveries\nGuidance: 110,000 - 115,000 units (+52.7% to +59.6% YoY)\n\n\n\n\n\n\n100k\nActual: 107,658\n120k\n\nActual deliveries came in 2,342 units (-2.1%) below the low end of the guidance range.\n\n\n\nRevenue\nGuidance: RMB 32.78 - 34.44 billion\n\n\n\n\n\nRMB 30 B\nRMB 36 B\n\nQ2 financial results not yet reported; revenue guidance given with Q1 earnings.\n\n\n\nQ2 2026 brand mix\n\n\n\n\n\n\n\n\nNio brand\n60,945\n56.6%\n\n\n\nOnvo\n29,124\n27.1%\n\n\n\nFirefly\n17,589\n16.3%\n\n\n\n\nModel spotlight\n\n\n\nNio ES8\nGen 3 large SUV\n\n33,474 Q2 2026 deliveries · -25.9% QoQ\n\n\n3,989\n\n\n\nQ3'25\n\n\n39,697\n\n\n\nQ4'25\n\n\n45,185\n\n\n\nQ1'26\n\n\n33,474\n\n\n\nQ2'26\n\n\nGen-3 ES8 drove 54.1% of Nio's Q1 2026 deliveries (45,185 units). Priced from RMB 406,800\n\n\n\nNio ES9\nNew flagship SUV\n\n11,703 Q2 2026 deliveries · on sale since May 27\n\n\n3,108\n\n\n\nMay'26\n\n\n8,595\n\n\n\nJun'26\n\n\nPriced from RMB 498,000. Ramp-up in first full month: June 8,595 vs May 3,108 (+176.6% MoM)\n\n\n\n\nQ1 2026 financial highlights\nReported May 21, 2026\n\nRMB 25.53 BQ1 revenue · +112.2% YoY\nRMB 66.8 MQ1 adj. operating profit ($9.7 M)\n19.0%Q1 gross margin (Q1 2025: 7.6%)\nRMB 48.2 BCash balance (Mar 31, 2026)\n\n\nQ1 deliveries 83,465 · +98.3% YoY, above the 80,000-83,000 guidance\nVehicle margin 18.8% (vs 10.2% a year earlier)\nGAAP net loss RMB 332 M (vs RMB 6.75 B loss a year earlier)\nAdjusted R&D expense down 41.4% YoY\nES8 = 54.1% of Q1 total deliveries\n\n\n\nSource: Company reports\n© CnEVPost\n\n\n.cnevpost-seo-table {\nposition: absolute;\nwidth: 1px;\nheight: 1px;\nmargin: -1px;\npadding: 0;\noverflow: hidden;\nclip: rect(0, 0, 0, 0);\nborder: 0;\n}\n.cnevpost-nio-glance,\n.cnevpost-nio-glance * {\nbox-sizing: border-box;\n}\n.cnevpost-nio-glance {\nmax-width: 900px;\nmargin: 0 auto;\npadding: 15px 10px;\nbackground: #fff;\nfont-family: 'Times New Roman', Times, serif;\ncolor: #1f2328;\n}\n.cnevpost-nio-glance .ng-title {\ntext-align: center;\nfont-size: 21px;\nfont-weight: bold;\ncolor: #333;\n}\n.cnevpost-nio-glance .ng-subtitle {\ntext-align: center;\nfont-size: 13px;\ncolor: #666;\nmargin-top: 4px;\n}\n.cnevpost-nio-glance .ng-highlights {\ndisplay: grid;\ngrid-template-columns: repeat(4, 1fr);\ngap: 10px;\nmargin: 16px 0 18px;\n}\n.cnevpost-nio-glance .ng-hl {\nborder: 1px solid #eceff2;\nborder-radius: 10px;\npadding: 12px 6px;\ntext-align: center;\nbackground: linear-gradient(180deg, #f8fafc 0%, #ffffff 100%);\n}\n.cnevpost-nio-glance .ng-hl-num {\nfont-size: 22px;\nfont-weight: bold;\ncolor: #1a56db;\nline-height: 1.2;\n}\n.cnevpost-nio-glance .ng-hl-label {\nfont-size: 12px;\ncolor: #666;\nmargin-top: 3px;\nline-height: 1.35;\n}\n.cnevpost-nio-glance .ng-section {\nmargin-bottom: 18px;\n}\n.cnevpost-nio-glance .ng-section-heading {\nfont-size: 15px;\nfont-weight: bold;\ncolor: #374151;\n}\n.cnevpost-nio-glance .ng-section-note {\nfont-size: 12px;\ncolor: #8a8f98;\nmargin: 2px 0 10px;\n}\n.cnevpost-nio-glance .ng-range-block {\nmargin-bottom: 16px;\n}\n.cnevpost-nio-glance .ng-range-head {\ndisplay: flex;\njustify-content: space-between;\nalign-items: baseline;\ngap: 8px;\nflex-wrap: wrap;\nmargin-bottom: 6px;\n}\n.cnevpost-nio-glance .ng-range-name {\nfont-size: 13px;\nfont-weight: bold;\ncolor: #374151;\n}\n.cnevpost-nio-glance .ng-range-val {\nfont-size: 13px;\ncolor: #4b5563;\n}\n.cnevpost-nio-glance .ng-range-val em {\nfont-style: normal;\ncolor: #8a8f98;\nfont-size: 12px;\n}\n.cnevpost-nio-glance .ng-range {\nposition: relative;\nheight: 14px;\nbackground: #f0f2f5;\nborder-radius: 7px;\n}\n.cnevpost-nio-glance .ng-range-band {\nposition: absolute;\ntop: 0;\nbottom: 0;\nbackground: rgba(26, 86, 219, 0.16);\nborder: 1px solid rgba(26, 86, 219, 0.55);\nborder-radius: 7px;\n}\n.cnevpost-nio-glance .ng-range-dot {\nposition: absolute;\ntop: 50%;\nwidth: 16px;\nheight: 16px;\nmargin: -8px 0 0 -8px;\nborder-radius: 50%;\nbackground: #dc2626;\nborder: 2px solid #fff;\nbox-shadow: 0 1px 4px rgba(0, 0, 0, 0.25);\n}\n.cnevpost-nio-glance .ng-range-axis {\nposition: relative;\ndisplay: flex;\njustify-content: space-between;\nfont-size: 11px;\ncolor: #9aa0a6;\nmargin-top: 4px;\nmin-height: 15px;\n}\n.cnevpost-nio-glance .ng-range-actual {\nposition: absolute;\ntop: 0;\ntransform: translateX(-50%);\ncolor: #dc2626;\nfont-weight: bold;\nwhite-space: nowrap;\n}\n.cnevpost-nio-glance .ng-range-note {\nfont-size: 12px;\ncolor: #8a8f98;\nmargin-top: 4px;\n}\n.cnevpost-nio-glance .ng-mixbar {\ndisplay: flex;\nheight: 22px;\nborder-radius: 6px;\noverflow: hidden;\nmargin: 8px 0 10px;\n}\n.cnevpost-nio-glance .ng-mixlegend {\ndisplay: grid;\ngrid-template-columns: repeat(3, 1fr);\ngap: 8px 24px;\n}\n.cnevpost-nio-glance .ng-mixitem {\ndisplay: flex;\nalign-items: center;\ngap: 6px;\nfont-size: 13px;\ncolor: #4b5563;\n}\n.cnevpost-nio-glance .ng-dot {\nwidth: 10px;\nheight: 10px;\nborder-radius: 50%;\nflex-shrink: 0;\n}\n.cnevpost-nio-glance .ng-mixval {\nfont-weight: bold;\ncolor: #1f2328;\n}\n.cnevpost-nio-glance .ng-mixpct {\ncolor: #8a8f98;\nfont-size: 12px;\nmin-width: 42px;\ntext-align: right;\n}\n.cnevpost-nio-glance .ng-models {\ndisplay: grid;\ngrid-template-columns: repeat(2, 1fr);\ngap: 10px;\nmargin-top: 8px;\n}\n.cnevpost-nio-glance .ng-card {\nborder: 1px solid #eef0f2;\nborder-radius: 10px;\npadding: 12px 14px;\nbackground: #fff;\ntransition: box-shadow 0.15s ease;\n}\n.cnevpost-nio-glance .ng-card:hover {\nbox-shadow: 0 6px 20px rgba(0, 0, 0, 0.08);\n}\n.cnevpost-nio-glance .ng-card-top {\ndisplay: flex;\nalign-items: center;\njustify-content: space-between;\ngap: 6px;\n}\n.cnevpost-nio-glance .ng-m-name {\nfont-size: 15px;\nfont-weight: bold;\n}\n.cnevpost-nio-glance .ng-m-badge {\nfont-size: 11px;\ncolor: #fff;\nborder-radius: 4px;\npadding: 1px 7px;\nwhite-space: nowrap;\n}\n.cnevpost-nio-glance .badge-blue   { background: #2563eb; 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