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Earnings Data
Report Date
Aug 25, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of near-term financial weakness and strong forward-looking operational momentum. Q1 results showed significant revenue and delivery declines and returned the company to a net loss, driven by lower volumes and higher input costs. Offsetting these headwinds, management provided aggressive Q2 guidance (large QoQ increases in deliveries and revenue), highlighted successful product launches (GX, Turing SoC upgrades, continued Mona M3 leadership), meaningful international traction, improving YoY gross margins, a solid cash balance (RMB 42.09 billion) and a clear multi-year strategy focused on physical AI (robotaxi, humanoid robots, VLA 2.0). The outlook is optimistic but execution- and timing-dependent given elevated R&D spend, supply ramp constraints, regulatory uncertainties and the sharp recent QoQ revenue decline.Company Guidance
Strong Q2 Guidance with Large QoQ Growth Expected
Management guided Q2 deliveries of 100,000–106,000 units (implying +59.5% to +69.1% quarter-over-quarter) and revenue of RMB 19.6 billion–RMB 20.8 billion (implying +50.4% to +59.6% quarter-over-quarter), signaling an expected sharp recovery in volumes and top-line vs Q1.
Product Momentum — GX Launch and Premium Mix
Launched GX on May 20 as a flagship L4-era SUV; initial orders show >80% mix for the ultra flagship priced above RMB 350,000. Management reports GX demand above expectations and majority SKUs delivering higher-than-expected gross margins.
Mona M3 Market Leadership and Upsell Mix
Mona M3 remained China's top-selling A-class pure electric sedan for 19 consecutive months; >85% of buyers chose the MAX or Ultra SE (higher-margin) configurations, driving improved product mix.
YoY Gross Margin Improvement and Vehicle Margin Gains
Reported total gross margin of 20.6% in Q1 2026 vs 15.6% in Q1 2025, and vehicle gross margin of 12.1% vs 10.5% in Q1 2025, reflecting YoY cost reductions and improved product mix.
International Expansion Traction
April international monthly deliveries surpassed 6,000 units for the first time; management expects international revenue to exceed 20% of total revenue in Q2, aims for sustained monthly overseas deliveries >10,000 in Q4 and to more than double full-year overseas deliveries.
ADAS Adoption and Technology Leadership (VLA 2.0)
In April, ADAS mileage penetration on VLA 2.0-equipped vehicles surpassed 50%, and VLA 2.0 is in Europe testing with potential regulatory approvals next year; company emphasizes scaling law in autonomous driving and continued AI/R&D investment.
Cash Position and Capital Cushion
Cash balance of RMB 42.09 billion as of March 31, 2026, providing liquidity to support R&D, product launches and international expansion.
Full-Stack R&D and Roadmap for Physical AI
Completed Turing AI SoC upgrade across lineup; company targets mass production of humanoid robot (RM) by year-end with commercial deliveries beginning in 2027, and continued roadmap for robotaxi/BLA 2.0 and four new global models in H2 2026.
XPEV 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
XPEV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $16.45 | $16.44 | -0.06% |
Mar 20, 2026 | $19.15 | $17.55 | -8.36% |
Nov 17, 2025 | $25.01 | $22.43 | -10.32% |
Aug 19, 2025 | $19.90 | $20.74 | +4.22% |
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 XPeng, Inc. ADR (XPEV) report earnings?
XPeng, Inc. ADR (XPEV) is schdueled to report earning on Aug 25, 2026, Before Open (Confirmed).
What is XPeng, Inc. ADR (XPEV) earnings time?
XPeng, Inc. ADR (XPEV) earnings time is at Aug 25, 2026, Before Open (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 XPEV EPS forecast?
XPEV EPS forecast for the fiscal quarter 2026 (Q2) is -0.06.
