Niu Tech (NIU)
NASDAQ:NIU
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive strategic narrative: strong top-line growth (revenue +33% YoY; unit volume +~29% YoY), a clear and successful product/brand shift (notably a 3x surge in electric motorcycles and successful new-product launches), substantial marketing and technology investments to capture future premium demand, and improved gross margins. Offsetting these positives are meaningful near-term headwinds: a wider GAAP loss, a large deliberate increase in operating and marketing spend, overseas micro-mobility declines and elevated inventories that will require discounting and depress margins in the near term. Management frames many negatives as temporary, strategic trade-offs to achieve longer-term, higher-quality growth.Company Guidance
Strong Unit and Revenue Growth
Total sales volume of ~261–262k units, up ~28.7%–29% year-over-year; revenue of RMB 909.5–910 million, up ~33.4% year-over-year (RMB +228m).
Breakthrough in Electric Motorcycle Segment
China electric motorcycle sales surged roughly 3x year-over-year, expanding Niu's footprint into Tier 2 and Tier 3 cities and adding a new growth engine; overseas electric motorcycle shipments exceeded 2,000 units, up 29% year-over-year.
Successful New Product Launches and Immediate Market Response
NX Marathon launch produced over RMB 91 million in sales within 5 hours and ranked #1 across major e-commerce platforms; launched NXT2 Ultra (industry-first AI-enabled e-bicycle) and Y Series (female-focused entry), broadening product portfolio and price tiers (RMB 3,000–12,999).
Significant Brand and Marketing Reach
Front-loaded marketing initiatives (global ambassadors Wu Lei and Song Yuqi, Spring Festival campaign, AI launch) generated very large reach: 3.4 billion impressions from ambassador campaign, >400 million from Spring Festival, ~460 million from AI launch—marketing spend was intentionally front-loaded in Q1 (4x+ year-over-year increase in marketing expense).
Online Channel Strength
Online sales grew 53% year-over-year and accounted for ~46% of domestic retail sales; heavy social commerce engagement with 32,000+ live streams and >370 million impressions on Douyin.
Gross Profit and Margin Improvement
Gross profit exceeded RMB 159 million versus RMB 118 million a year ago; gross margin improved to 17.4%, +0.1 percentage point year-over-year and +2.1 percentage points sequentially, driven by a higher-margin product mix in China.
Healthy Cash and Positive Operating Cash Flow
Ending liquidity of RMB 1.4 billion remained flat quarter-to-quarter; operating cash inflow of RMB 131 million in Q1 provides runway for investments and inventory management.
Progress on International Dealer Expansion
European dealer network expanded from 307 to 360 active locations in Q1 with a plan to surpass 400 dealers by year-end to support electric motorcycle growth and improved profitability overseas.
Confident Q2 Revenue Guidance
Management guided Q2 revenue to RMB 1.57–1.82 billion, implying growth of ~25%–45% year-over-year, reflecting confidence in near-term demand recovery and product rollouts.
NIU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NIU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $2.84 | $2.42 | -14.96% |
Mar 16, 2026 | $3.73 | $3.18 | -14.75% |
Nov 17, 2025 | $3.89 | $3.62 | -6.94% |
Aug 11, 2025 | $3.85 | $4.30 | +11.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Niu Tech (NIU) report earnings?
Niu Tech (NIU) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Niu Tech (NIU) earnings time?
Niu Tech (NIU) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NIU EPS forecast?
NIU EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.
