NIO

NIO

Market cap $13.9B

Nio reported Q3 results with improved margins and reduced losses, but missed revenue estimates and issued weak Q4 guidance. NIO's vehicle deliveries grew over 40% year-over-year, but revenues marked their fifth consecutive quarterly miss. A recent capital raise improved NIO's balance sheet, but resulted in shareholder dilution; valuation remains in line with peers.

NIO's narrower Q3 loss and rising revenues highlight stronger margins and accelerating deliveries ahead of its Q4 outlook.

Nio Inc. shares fell sharply in Hong Kong trading after the Chinese electric vehicle maker issued a weaker-than-expected outlook for the fourth quarter, heightening investor concerns about its ability to reach a long-promised break-even goal amid intensifying competition in the domestic EV industry. The Hong Kong-listed stock declined 7.

NIO Inc. ( NIO ) Q3 2025 Earnings Call November 25, 2025 7:00 AM EST Company Participants Rui Chen - Head of Investor Relations Bin Li - Co-Founder, Chairman & CEO Stanley Qu - Chief Financial Officer Conference Call Participants Tim Hsiao - Morgan Stanley, Research Division Paul Gong - UBS Investment Bank, Research Division Y.C. Lai - JPMorgan Chase & Co, Research Division Bin Wang - Deutsche Bank AG, Research Division Ming Chung - Citigroup Inc., Research Division Ming-Hsun Lee - BofA Securities, Research Division Jing Chang - China International Capital Corporation Limited, Research Division Yuqian Ding - HSBC Global Investment Research Presentation Operator Hello, ladies and gentlemen.

Chinese electric vehicle maker NIO Inc (NYSE:NIO) reported a narrower third-quarter loss as deliveries surged and gross margins hit their highest level in three years, though revenue slightly lagged analyst expectations. For the quarter ended September 30, NIO posted an adjusted loss per share of $0.15 and revenue of $3.06 billion, up 16.7% year-on-year but short of consensus estimates of $3.14 billion.

NIO Inc. (NYSE: NIO) reported mixed Q3 2025 results before the bell on Tuesday, beating earnings expectations while missing on revenue.

NIO posts a loss in the third quarter of 3.66 billion yuan, versus a year-earlier loss of 5.14 billion yuan.

The improved bottom line comes as the Chinese EV maker's sales momentum is picking up.

Quarterly Total Revenues Reached RMB21,793.9 million (US$3,061.4 million) i Quarterly Vehicle Deliveries were 87,07 1 units SHANGHAI, Nov. 25, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its unaudited financial results for the third quarter ended September 30, 2025. Operating Highlights for the Third Quarter of 2025 Vehicle deliveries were 87,071 in the third quarter of 2025, representing an increase of 40.8% from the third quarter of 2024, and an increase of 20.8% from the second quarter of 2025.

NIO readies its third-quarter results with soaring deliveries and new model launches shaping expectations amid rising operating costs.