NIO Stocks Jump +15% on First-Ever Quarterly Profit and Growth
NIO (NIO) has posted a milestone Q4 2025, reporting its first-ever quarterly operating profit and delivering strong revenue growth. The Chinese electric vehicle maker surpassed expectations with higher vehicle deliveries, driven by production efficiencies and strong contributions from its multi-brand portfolio, including the premium NIO line, the family-oriented ONVO, and the high-end compact FIREFLY.
Key Financial Metrics
● Total Revenue: ¥34.7 billion, an increase of 75.9% year-over-year.
● Vehicle Deliveries: 124 807 units, a 71.7% year-over-year increase.
● Gross Margin: 17.5%, a significant improvement from 11.7% in Q4 2024.
● Operating Profit: ¥1.25 billion, marking the company's first quarterly operating profit, compared to an operating loss of ¥5.5 billion in Q4 2024.
● Net Profit: ¥726.8 million, a substantial turnaround from a net loss of ¥6.6 billion in the prior-year quarter.
Analysis & Outlook
NIO’s Q4 results mark a significant milestone, highlighting a clearer path toward sustainable profitability. This momentum has continued into 2026, with nearly 48 000 vehicles delivered in the first two months of the year and cumulative deliveries surpassing one million units. Looking ahead, the company expects Q1 deliveries to range between 80 000 and 83 000 vehicles, representing year-on-year growth of roughly 90% to 97%, with CEO William Bin Li noting that the accelerating trajectory reflects strong demand for the company’s expanding vehicle lineup as it continues to strengthen its position within the global electric vehicle market.
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** This article was prepared by BROKSTOCK analyst Maboko Seabi
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