NYSE$NIO

Nio Inc.-ADR · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Nio reported its Q2 2025 results, showing strong delivery growth and narrowing losses.

Nio posted higher revenues and improved gross profit in Q2 2025, with record quarterly deliveries. Net loss narrowed compared to Q1, reflecting operational improvements.

  • Total revenue rose to $2.65 billion, driven by 72,056 vehicle deliveries.
  • Net loss narrowed to $697 million from $1.02 billion in Q1.
  • Adjusted EPS improved to -$0.25 from -$0.41 in Q1.
  • Gross margin rose to 10.0%, reflecting better product mix and used car sales.

Headline financials

Total Revenue

$2.65B

Previous: $2.41B+10.2%
EPS (adj)

-$0.25

Previous: -$0.30+16.7%
Vehicle Deliveries

72.1K

No prior period
Vehicle Margin

10.3%

No prior period
Gross Margin

10.0%

No prior period
Net Income

-$697M

Previous: -$708M+1.5%
Operating Income

-$685M

Previous: -$730M+6.1%
Gross Profit

$265M

Previous: $233M+13.6%

Revenue & EPS history

Nio · Revenue · Quarterly

$2.65B

Q2 2025+10.2%vs Q2 2024
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Nio · $25.5B total across 2 segments · Q1 2026

  • Vehicle sales
    $22.8B
  • Other sales
    $2.75B

Forward guidance

Nio expects Q3 2025 deliveries between 87,000 and 91,000 vehicles and revenue between $3.05 billion and $3.19 billion.

Tailwinds

  • Projected record-high quarterly deliveries.
  • Strong market reception for ONVO L90 and All-New ES8.
  • Ongoing improvement in operational efficiency.
  • Continued cost reductions across business units.
  • Revenue expected to increase up to 22.5% YoY.

Headwinds

  • Gross margin still relatively low at 10%.
  • Continued net losses despite improvement.
  • Ongoing need for high R&D and SG&A expenses.
  • Negative shareholder equity remains a concern.
  • Dependence on favorable market reception of new models.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.4%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+2.2%

Avg return

30 days after

32%

9 / 28 earnings

Positive

+66.1%

Q3 2019

Best reaction

-24.6%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.0%-7.2%-11.3%
Q1 2026-2.7%-9.6%-16.9%
Q2 2025+2.7%-6.7%+23.7%
H1 2025+0.6%+3.1%-0.3%
Q4 2024-4.5%+9.9%-26.5%
Q2 2024+18.4%+29.2%+59.7%
Q1 2024-8.3%-8.0%-18.1%
Q3 2023+5.9%+0.8%+13.0%
Q2 2023-3.2%-0.2%-19.1%
Q1 2023+7.8%+16.2%+28.2%
Q4 2022-3.2%-0.9%+11.9%
Q3 2022+25.0%+24.4%+36.5%
Q2 2022+3.3%+27.1%-19.6%
Q1 2022-11.0%-8.4%+10.9%
Q4 2021-9.0%+0.0%-21.4%
Q3 2021-8.4%-1.2%-21.2%
Q2 2021-4.0%-12.7%-14.1%
Q1 2021-3.3%-7.9%-6.2%
Q4 2020-5.4%-16.8%-14.9%
Q3 2020-1.1%+8.1%+0.9%
Q2 2020-6.0%-7.8%+24.8%
Q1 2020-4.6%+12.7%+65.5%
Q4 2019-17.9%-18.3%+10.7%
Q3 2019+66.1%+58.3%+76.4%
Q2 2019-24.6%-35.7%-43.4%
Q1 2019-6.5%-21.0%-32.6%
Q4 2018-18.1%-27.8%-45.3%
Q3 2018+0.9%+1.3%+10.3%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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