r/nio
Beyond anyone’s wildest expectations
NIO reports unexpected Q1 profitability, significant gross margin expansion to 19%, and beats Q2 revenue guidance.
- Achieved profitability in the traditionally slowest quarter, beating EPS expectations significantly.
- Gross margin expanded to 19.0% YoY, driven by improved operational efficiency and a stronger luxury product mix.
- Q2 revenue guidance of RMB 32.78-34.44 billion comfortably beats analyst expectations.
Being profitable in the slowest quarter of the year is unbelievable. Expensive main NIO brand cars are now the bigger portion of sales, solidly securing NIO’s leadership position in luxury EV segment.
Gigantic profit margin improvement YoY in the slow Q1 and even increasing from Q4 which had the highest volume of sales to date !
“Adjusted *earnings per share came in at RMB0.0**2, outperforming analyst expectations for a loss of RMB0.34 per share.*
Gross margin improved significantly to 19.0%, compared with 7.6% a year earlier and 17.5% in the fourth quarter of 2025, supported by improved operational efficiency and a stronger product mix.
For the second quarter, NIO forecast revenue of between RMB32.78 billion and RMB34.44 billion, ahead of analyst expectations of RMB31.83 billion.”
This is an amazing accomplishment by Nio. It will be difficult for shorts to continue to spin their negative narrative but I’m sure they will try
The troll short will narrate as Nio massive drop in revenue and profit compare to last qtr. Dooms and gloom for Nio. Sell sell sell...m
Yes, very very nice…. Looking at the movement in the past days I was a bid afraid, but nice report!
Fantastic news and yet in the red today I don't get it
The price action is possibly due to one or two institutions just wanted to get out of NIO entirely (not everyone has the same investment choices) and took advantage of the good news that enabled them to dump maybe 5-10 million shares at prices they could accept .
Or there is malicious intent to scare retail investors to capitulate at which time think they jump in and pickup all the shares from our hands and they will never be a seller of NIO until the stock goes up to $30-40 bucks minimum.