Nio Inc (NIO)
NYSE:NIO
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Earnings Data
Report Date
Sep 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.27Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong year-over-year commercial and financial momentum (deliveries +98% YoY, revenues +112% YoY, improved margins, positive non-GAAP operating profit and cash flow, major product and tech milestones and continued network expansion). Offsetting risks include meaningful quarter-over-quarter revenue and delivery declines, material cost inflation (>RMB 10,000 per vehicle), a small reported net loss (RMB 0.3 billion), ongoing investments for battery-swap rollout, and reduced R&D spend YoY (management cites efficiency gains). Management expects to manage cost pressures via product mix, supply-chain work and stable pricing, and targets a full-year vehicle margin of ~17–18% and continued positive non-GAAP operating profit for 2026.Company Guidance
Strong YoY Delivery Growth
Total Q1 2026 deliveries of 83,465 vehicles, up 98.3% year-over-year; brand breakdown: NIO 58,543, ONVO 13,339, FIREFLY 11,583. April deliveries 29,356, up 22.8% year-over-year.
Record Revenue Expansion
Total revenues RMB 25.5 billion, up 112.2% year-over-year (despite a QoQ decline); vehicle sales RMB 22.8 billion, up 129.2% year-over-year.
Improved Gross and Vehicle Margins
Overall gross margin 19.0% in Q1; vehicle margin 18.8% (vs 10.2% in Q1 last year and 18.1% last quarter); other sales margin 20.6%, the highest in four years.
Positive Operating Profit and Cash Flow
Maintained positive non-GAAP operating profit and positive operating cash flow in Q1; ending cash and equivalents and related balances RMB 48.2 billion.
Breakthrough Product Milestones
All-new ES8 reached 100,000 deliveries in 215 days — fastest for vehicles priced above RMB 400,000 in China; ONVO ES8 #1 in large SUV and >RMB 400,000 passenger vehicle segment for 5 consecutive months; new ES9 set a 10,000 km BEV record (94h19m11s).
Rapid Smart-driving Adoption and Tech Rollout
New NWM smart-driving version increased Urban NOP mileage by 92% QoQ and smart-driving usage time by 116% within one quarter; in-house smart driving chip (5nm) shipped 250,000+ units and planned to be in 80–85%+ of cars by H2.
Service and After-sales Profitability
Other sales (parts, accessories, power solutions, services) RMB 2.7 billion, up 31.2% YoY, with other-sales margin at 20.6%; management targets ~20% other-sales margin for full year 2026.
Network Expansion and Infrastructure
Company operates 168 new houses, 389 new spaces, 430 ONVO stores, 408 service centers, 90 delivery centers, ~3,916 power swap stations and >28,000 chargers; company targeting more swap station rollouts and 5th gen swap tech deployment.
NIO 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
NIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $5.59 | $5.60 | +0.18% |
Mar 10, 2026 | $4.94 | $5.70 | +15.38% |
Nov 25, 2025 | $5.75 | $5.50 | -4.35% |
Sep 02, 2025 | $6.38 | $6.58 | +3.13% |
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 Nio Inc (NIO) report earnings?
Nio Inc (NIO) is schdueled to report earning on Sep 09, 2026, Before Open (Confirmed).
What is Nio Inc (NIO) earnings time?
Nio Inc (NIO) earnings time is at Sep 09, 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 NIO EPS forecast?
NIO EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.
