NIO Q2 Revenue Jumps 69% to RMB32.1B, Narrows Net Loss 89% YoY
NIO is trading near its 52-week low of $4.23 (0.2% below the low).
Summary
NIO reported Q2 2026 revenue of RMB32.14 billion, up 69% YoY, with adjusted operating profit turning positive. Q3 guidance calls for 108,000-111,000 deliveries.
Key Events · Earnings and Guidance · NIO
-
Q2 Revenue Up 69% YoY
Total revenues reached RMB32,136.9 million (US$4,736.4 million), driven by 107,658 vehicle deliveries, up 49.4% year-over-year.
-
Adjusted Operating Profit Positive
Adjusted profit from operations (non-GAAP) was RMB206.9 million, versus an adjusted loss of RMB4,040.8 million in Q2 2025. Net loss narrowed 89.4% YoY to RMB528.0 million.
-
Q3 Guidance: 108K-111K Deliveries
Company expects Q3 2026 deliveries between 108,000 and 111,000 vehicles (up 24.0%-27.5% YoY) and total revenues of RMB33,285-34,051 million (up 52.7%-56.2% YoY).
-
Shenji Subsidiary Financing
Shenji raised RMB493 million across two funding rounds at a post-money valuation of RMB12.25 billion. NIO will retain a 59.95% controlling interest.
Analysis · NIO · Manufacturing
NIO delivered a strong Q2 with revenue up 69% year-over-year to RMB32.14 billion and gross margin nearly doubling to 18.4%. The company achieved positive adjusted operating profit of RMB206.9 million, a major turnaround from the RMB4.04 billion adjusted loss a year ago. Q3 guidance of 108,000-111,000 deliveries implies continued momentum. The Shenji subsidiary financing at a RMB12.25 billion valuation adds strategic optionality. This matters because NIO is proving it can scale profitably while maintaining a strong cash position of RMB56.7 billion, reducing near-term liquidity concerns despite the stock trading near 52-week lows.
How filings like this one have moved
In the 30 days to Sep 9, 2026, 36.4% of the 1919 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, NIO was trading at $4.22 on NYSE in the Manufacturing sector, with a market capitalization of approximately $9.8B. The 52-week trading range was $4.23 to $8.02. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.