"In the fourth quarter of 2025, the Company delivered 124,807 smart electric vehicles, representing a year-over-year increase of 71.7%, with quarterly deliveries of our NIO, ONVO and FIREFLY brands each reaching record highs."
"Nio posted its first-ever quarterly GAAP net profit of $40.4 million, with revenue of $4.95 billion and record deliveries of 124,807 vehicles, up 71.7% year over year."
Nio shares increased by 5% following the announcement of its first-ever GAAP net profit of $40.4 million in Q4 2025. The company achieved record deliveries of 124,807 vehicles, a 71.7% increase year over year. Cost discipline contributed to improved margins, with R&D and SG&A expenses significantly reduced. Nio's guidance for Q1 2026 indicates expected deliveries of 80,000 to 83,000 units, reflecting a year-over-year growth of up to 97.2%. This operational momentum has shifted investor sentiment positively towards Nio.
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