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NIO Posts First Quarterly Operating Profit on Record Q4 Sales, Guides Strong Start to 2026

The EV maker forecasts 80,000 to 83,000 first‑quarter deliveries with revenue of up to RMB25.18 billion.

Overview

  • NIO reported a non-GAAP adjusted operating profit of RMB1.251 billion in Q4 2025 as vehicle margin rose to 18.1% and gross margin reached 17.5%.
  • Quarterly revenue climbed to RMB34.65 billion on record deliveries of 124,807 vehicles across the Nio, Onvo and Firefly brands.
  • For full-year 2025, the company delivered 326,028 vehicles and generated RMB87.49 billion in total revenue.
  • NIO delivered 27,182 vehicles in January 2026 and 20,797 in February, bringing cumulative deliveries to 1,045,571 as of February 28.
  • Recent corporate actions include bringing external investors into the Shenji chip unit for a 27.3% stake with NIO retaining 62.7% control and agreements to lift its holding in NIO China to 92.9% upon completion.