NIO (NIO) Stock Rises 6% After Posting First-Ever Quarterly Profit

TLDR

• NIO posted its first-ever operating profit in Q4 2025, with non-GAAP operating profit of RMB1.25B
• Revenue hit RMB34.65B, up 76% year-over-year, beating estimates of RMB33.25B
• Vehicle deliveries reached 124,807 units in Q4, up 71.7% year-over-year
• Vehicle margin jumped to 18.1%, up from 13.1% a year ago
• NIO guided Q1 2026 deliveries of 80,000–83,000 units, roughly 90–97% higher than a year ago

NIO turned a corner in Q4 2025 — and Wall Street noticed. The Chinese EV maker reported its first-ever quarterly operating profit, sending its stock up nearly 6% in premarket trading on Tuesday.

$NIO (NIO) #earnings are out: pic.twitter.com/6561tG5hze

— The Earnings Correspondent (@earnings_guy) March 10, 2026

The company reported earnings per share of RMB0.29 for the quarter, well ahead of analyst estimates that had pencilled in a loss of RMB0.09 per share. That’s quite the swing.

NIO Inc., NIO

Revenue for Q4 came in at RMB34.65 billion, a 76% jump year-over-year, and above the consensus estimate of RMB33.25B.

Vehicle deliveries hit 124,807 units in Q4 2025. That’s up 71.7% from the same quarter a year earlier and up 43.3% from Q3 2025.

NIO’s non-GAAP operating profit came in at RMB1.25 billion — a stark contrast to the heavy losses recorded in Q4 2024. Management called this an inflection point.

CFO Stanley Yu Qu said the company would “continue to enhance operational efficiency and optimize cost” in 2026, promising stronger, more sustainable performance for shareholders and partners.

Margins Move Higher

Vehicle margin improved to 18.1% in Q4 from 13.1% a year prior. Gross margin rose to 17.5% from just 11.7% in Q4 2024.

The improvement came from volume leverage, a richer product mix with newer models, and cost-cutting efforts across the business.

Total gross profit for the quarter came in at around RMB11.9 billion.

Vehicle sales were up 65% quarter-over-quarter and 81% higher than the same period last year.

Deliveries and Outlook

NIO delivered 27,182 vehicles in January 2026 and 20,797 in February. Through February 28, the company had delivered 47,979 vehicles in 2026, bringing cumulative deliveries to over 1 million units.

For Q1 2026, NIO guided revenue of RMB24.48B to RMB25.18B, ahead of the consensus estimate of RMB23.3B.

Delivery guidance for Q1 sits between 80,000 and 83,000 units — representing year-over-year growth of 90.1% to 97.2%.

Peers reacted modestly. XPeng (XPEV) was up 0.8% in premarket, while Li Auto (LI) slipped 0.4%.

NIO’s cumulative deliveries crossed the 1,045,571 mark as of the end of February 2026.

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