r/nio
NIO Inc. to Report Unaudited First Quarter 2026 Financial Results on Thursday, May 21, 2026
NIO announces it will report Q1 2026 unaudited financial results on May 21, 2026.
Woooph! I was expecting it beginning of June, that's an interesting anticipation
I hope they are eager to disclose good news.
Swap won't be profitable for a while.
You must be living in your little Nio bull bubble if you think battery swap is even anywhere near profitability
It might not be swap but definitely some good news coming.
What sense does is make to compare entirely different quarters? Auto sales have seasonality
So in about 2 weeks we will be getting some really bad geopolitical news. Wait and see 😄
I was wrong, they didn't even wait 2 weeks to tank the stock. they'll keep manipulating it even lower and good earnings will get nio back up to the low 6s... seen this movie before
Yep, something is already brewing forsure or in the works. Real Nio investors knows this will happen.
When do you think battery swap will be profitable? How many more cars are needed? Any ideas
They need to double the existing fleet. With the actual growth forecast I expect it to happen in 2-3 years if no other car maker starts to use the swap stations.
I use the available reportings from NIO page and articles from cnevpost.com to generate estimations for EPS:
|Scenario|Estimated net result attributable to ordinary shareholders|EPS RMB / ADS|EPS USD / ADS|
|:-|:-|:-|:-|
|Bear case|\~-RMB 1.4B|\~-0.55|\~-$0.08|
|Base case|\~-RMB 0.85B|\~-0.35|\~-$0.05|
|Bull case|\~-RMB 0.25B|\~-0.10|\~-$0.01|
|Strong bull / near break-even|Around 0|Around 0.00|Around $0.00|
A Q1 EPS around -$0.05 would be acceptable and broadly supportive of the recovery story.
The real focus should not be only EPS, but:
- Vehicle margin — ideally above 18%
- Gross margin — ideally moving toward 19–20%
- Q2 delivery guidance
- Whether ONVO and Firefly dilute margins too much
- Whether operating expenses remain controlled
I see great in going to sell my shares and wait for it to blow up
It'll be like "We need the whole year profitable" until then -10%.
Agreed. I meant stirring shit by Trump.