Niu Tech (NIU)
NASDAQ:NIU
Earnings Data
Report Date
May 25, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
-0.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presents a constructive long-term picture: robust full-year revenue and China volume growth, significant gross margin expansion, successful product launches (notably in electric motorcycles), and strengthened retail and digital footprints. These positives are offset by near-term headwinds including meaningful Q4 volume/revenue declines driven by regulatory transitions and channel restructuring, sizable aged inventory (primarily kick scooters), elevated operating expenses and a full-year net loss. Management provided upbeat 2026 guidance and a clear plan to normalize inventories and scale higher-margin channels, indicating confidence in recovery and profitable growth.Company Guidance
Strong Full-Year Volume Growth in China
Total sales volume for 2025 reached ~1.19 million units, up 29% year-over-year; China deliveries surged to ~1.11 million units, a 46% year-over-year increase, driven by portfolio optimization, channel expansion and new product categories.
Revenue and Gross Margin Expansion
Full-year revenue was RMB 4.31 billion, up 31% year-over-year. Full-year gross margin expanded to 19.6%, a 4.4 percentage point improvement versus 2024, reflecting a higher-margin product mix and cost efficiencies.
Breakthrough in Electric Motorcycle Segment
Electric motorcycles exceeded 23% of total annual sales. The FX Windstorm gained strong traction (42% of Q4 sales), and international e-motorcycle sales rose to 9,600 units for the year (+227% year-over-year); Q4 deliveries >2,000 units (+187% year-over-year).
Successful New Product Launches and Early Demand
High-end bicycle launches (NXT Ultra and FXT Ultra) sold >20,000 units within the first 5 hours, generating >RMB 220 million in initial sales. New NX model contributed 10.5% of Q4 volume in its debut quarter; product matrix on track for full rollout by Q2 2026.
Retail and Digital Footprint Expansion
Nationwide store network surpassed 4,500 locations (+800 added in 2025). Online sales reached ~0.5 million units with an online conversion rate near 50%. Social e-commerce activity delivered ~2.51 billion impressions and 95,000 live streams; brand ambassador campaign generated ~3.4 billion online impressions.
ASP Improvement and Aftermarket Growth
Overall scooter ASP increased slightly from RMB 3,203 to RMB 3,269 year-over-year. Blended scooter ASP and overseas ASP showed notable increases (blended ASP cited up ~32% YoY; overseas blended ASP ~RMB 3,330, nearly +40% YoY). Accessories, spare parts and services revenue rose ~11% year-over-year and accounted for ~14% of total revenues.
Solid Cash Position and Operating Cash Flow
Year-end cash, restricted cash, term deposits and short-term investments totaled ~RMB 1.3 billion. Operating cash inflow for the year was approximately RMB 350 million.
Bullish 2026 Guidance
Management guided full-year 2026 sales volume to 1.67 million–1.91 million units and Q1 2026 revenue growth of 30%–50% year-over-year, indicating confidence in accelerated, profitable growth next year.
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 |
|---|---|---|---|
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% |
May 19, 2025 | $3.83 | $3.36 | -12.27% |
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 May 25, 2026, After Close (Confirmed).
What is Niu Tech (NIU) earnings time?
Niu Tech (NIU) earnings time is at May 25, 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 (Q1) is 0.06.
