NIO Achieves Profitability for First Time in a Quarter, (NIO.US) Gains Expand to 10%

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On Tuesday, NIO (NIO.US) rose by 10% to $5.45. According to the earnings report, NIO achieved an operating profit of 1.25 billion yuan in Q4, with cash reserves of 45.9 billion yuan, a significant increase of nearly 10 billion yuan quarter-over-quarter. For the full year 2025, the company delivered a total of 326,028 new vehicles, a year-over-year increase of 46.9%. Full-year revenue reached 87.49 billion yuan, up 33.1% year-over-year. Total gross profit for the year was 11.92 billion yuan, an increase of 83.5%, all hitting record highs. The delivery guidance for Q1 2026 is 80,000 to 83,000 units, a year-over-year growth of 90.1% to 97.2%. Revenue guidance is 24.48 billion to 25.18 billion yuan, up 103.4% to 109.2% year-over-year.

NIO’s Chief Financial Officer Qu Yu stated, “In Q4 2025, we achieved our first single-quarter operating profit (non-GAAP) of 1.2513 billion yuan, marking a major breakthrough in our operational results. In 2026, the company will continue to improve operational efficiency and optimize costs to deliver more stable performance and reward our users, partners, and shareholders.”

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