NIO Set to Report Q2 Results Sept. 1; Profitability in the Spotlight

NIO’s latest earnings update will test whether rising deliveries, stronger margins and a broader three-brand lineup can sustain investor confidence 

NIO will report unaudited second-quarter results before the US market opens on Tuesday, September 1, according to an announcement from the company on Thursday, with investors watching whether the Chinese EV maker can extend its non-GAAP profitability run despite a delivery shortfall and an increasingly complex three-brand strategy.

Management will host the earnings call at 8:00 am US Eastern Time, corresponding to 8:00 pm in Beijing, Hong Kong and Singapore. The schedule is marginally earlier than last year, when NIO released its second-quarter 2025 results and held the call on September 2.

Margins under investor scrutiny

The headline issue is whether NIO can deliver a third consecutive quarter of non-GAAP profitability. In the first quarter, the company posted adjusted operating profit of RMB66.8 million, or about $9.84 million, while revenue more than doubled year on year to RMB25.53 billion and gross margin rose to 19.0%, its strongest level in four years.

Deutsche Bank said in early June that it expected Nio to remain profitable on a non-GAAP basis in the second quarter, helped by higher-margin SUV models, with non-GAAP net income projected at around RMB180 million.

Deliveries grew, but missed guidance

NIO delivered 107,658 vehicles in the second quarter, a ∫ from a year earlier but still below its guided range of 110,000 to 115,000 units. The company had also guided for quarterly revenue of between RMB32.78 billion and RMB34.44 billion, making the delivery gap a key point of scrutiny for investors.

The softness was concentrated in April, when deliveries reached just 29,356 units. Momentum improved through the quarter, rising to 37,705 units in May and 40,597 units in June, the company’s highest monthly tally so far this year. First-half deliveries reached 191,123 vehicles, up 67.43% year on year.

Model mix will shape the margin story

Product mix remains the most important automotive variable behind the numbers. The third-generation ES8 accounted for 33,474 deliveries in the quarter, or 31.09% of total volume, while the flagship ES9 added 11,703 units after deliveries began on May 28, representing 10.87% of the quarterly total.

Beyond the core NIO line-up, Firefly, the company’s small premium-car brand, delivered 17,589 vehicles. ONVO, its family-focused brand, delivered 29,124 vehicles in the second quarter, up 70.51% year on year, with volume spread relatively evenly across the L60, L90 and L80.

Outlook will matte ras much as the quarter itself

For the market, the second-quarter report will be more than a scorecard on past performance. Investors will be looking for management’s third-quarter delivery and revenue guidance, and for any update on the company’s full-year profitability target as NIO balances premium-margin models with broader-volume brands.


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