Nio Inc (NYSE: NIO) has scheduled the release of its unaudited second-quarter 2026 financial results for September 1. The announcement comes as the company reports strong year-on-year delivery growth, though Q2 volumes fell slightly short of guidance.
Earnings Call Details
Nio will report its financial results for the second quarter ended June 30 before the US market opens on Tuesday, September 1. The company’s management will host an earnings conference call at 8:00 am US Eastern Time, which corresponds to 8:00 pm in Beijing, Hong Kong, and Singapore.
A live webcast and replay of the conference call will be available on Nio’s investor relations website at ir.nio.com. Participants who wish to join by phone are required to register in advance and dial in 10 minutes before the call begins to receive dial-in details and a unique access PIN.
Q2 2026 Vehicle Deliveries and Model Breakdown
Nio delivered 107,658 vehicles in the second quarter of 2026, representing a 49.4% increase compared to the same period last year. However, this figure was below the company’s guidance range of 110,000 to 115,000 units.
Monthly deliveries showed a recovery trend, with 29,356 vehicles delivered in April, 37,705 in May, and 40,597 in June—the highest monthly total so far this year. In the first half of 2026, Nio delivered 191,123 vehicles, up 67.43% year-on-year.
The third-generation ES8 SUV accounted for 33,474 deliveries in the second quarter, making up 31.09% of total deliveries. The ES9, Nio’s new flagship SUV, contributed 11,703 deliveries after its launch on May 28, representing 10.87% of the total. Firefly, Nio’s small premium-car brand, delivered 17,589 vehicles, while Onvo, the family-focused brand, delivered 29,124 vehicles in the quarter—a 70.51% year-on-year increase. Onvo’s deliveries were relatively evenly split among its L60, L90, and L80 models.
Financial Performance and Previous Results
In the first quarter of 2026, Nio recorded an adjusted operating profit of $9.9M (~AUD 13.9M), with revenue rising 112.2% year-on-year to $3.8B (~AUD 5.3B). The company’s overall gross margin reached 19.0%, its highest level in four years.
For the second quarter, Nio had previously guided for revenue between $4.9B (~AUD 6.8B) and $5.1B (~AUD 7.2B).
Why this matters
Nio’s upcoming earnings report will provide insight into the company’s ability to maintain profitability and manage rapid delivery growth. The results will also shed light on the impact of new model launches and the performance of its various brands in a competitive EV market.
Investors and industry observers will be watching closely for updates on delivery guidance and revenue targets for the remainder of the year.
What this means for buyers
Buyers interested in Nio vehicles can expect continued model variety and growing availability, as reflected in the company’s delivery numbers. Those considering a purchase may want to monitor the upcoming earnings call for any updates on future models or changes in product strategy.
Key Specs
- Q2 2026 Deliveries: 107,658 vehicles
- Year-on-Year Q2 Delivery Growth: 49.4%
- First Half 2026 Deliveries: 191,123 vehicles
- Q2 Guidance Range: 110,000 to 115,000 vehicles
- Q1 2026 Adjusted Operating Profit: $9.9M (~AUD 13.9M)
- Q1 2026 Revenue: $3.8B (~AUD 5.3B)
- Q1 2026 Gross Margin: 19.0%
- Q2 Revenue Guidance: $4.9B (~AUD 6.8B) to $5.1B (~AUD 7.2B)
Source
Images sourced from: yahoo.com
