NIO to Report Q4 and Full Year 2025 Financial Results on March 10, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy NIO?
Source: Newsfilter
- Earnings Report Schedule: NIO Inc. will announce its unaudited financial results for Q4 and full year 2025 on March 10, 2026, before the U.S. market opens, which is expected to influence investor confidence.
- Conference Call Timing: The management will host an earnings conference call at 8:00 AM U.S. Eastern Time on March 10, 2026, providing detailed insights into the financial performance to enhance transparency and investor communication.
- Webcast and Replay Availability: The conference call will be available via live and archived webcast on the company's investor relations website, ensuring that investors unable to attend in real-time can still access key information, thereby improving information accessibility.
- Registration and Dial-in Information: Participants are required to register in advance to obtain dial-in numbers and unique access PINs, ensuring a smooth conference call process, which also reflects the company's commitment to investor engagement.
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Analyst Views on NIO
Wall Street analysts forecast NIO stock price to rise
7 Analyst Rating
2 Buy
4 Hold
1 Sell
Hold
Current: 5.300
Low
4.00
Averages
5.90
High
7.00
Current: 5.300
Low
4.00
Averages
5.90
High
7.00
About NIO
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Report Schedule: NIO Inc. will announce its unaudited financial results for Q4 and full year 2025 on March 10, 2026, before the U.S. market opens, which is expected to influence investor confidence.
- Conference Call Timing: The management will host an earnings conference call at 8:00 AM U.S. Eastern Time on March 10, 2026, providing detailed insights into the financial performance to enhance transparency and investor communication.
- Webcast and Replay Availability: The conference call will be available via live and archived webcast on the company's investor relations website, ensuring that investors unable to attend in real-time can still access key information, thereby improving information accessibility.
- Registration and Dial-in Information: Participants are required to register in advance to obtain dial-in numbers and unique access PINs, ensuring a smooth conference call process, which also reflects the company's commitment to investor engagement.
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- Investment Overview: NIO has entered into agreements with its subsidiary Shenji to secure an investment of RMB 2.257 billion from Chinese investors, aimed at strengthening the funding for its intelligent driving chip business, thereby enhancing technological innovation and market competitiveness.
- Equity Structure Changes: Upon completion of the investment, NIO will maintain a controlling interest of 62.7% in Shenji, while the Shenji investors will collectively hold 27.3% of the equity, which will help optimize resource allocation and enhance corporate governance.
- Ongoing Financial Consolidation: NIO will continue to consolidate Shenji's financial results, ensuring its leadership position in the smart electric vehicle market, while accelerating the development and market promotion of new technologies through the influx of capital.
- Future Growth Potential: This investment not only provides NIO with ample financial support but also further propels its strategic positioning in the intelligent driving sector, aiding the company's sustained growth in the global electric vehicle market.
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- Capital Injection: NIO's subsidiary Shenji has secured a cash investment of RMB 2.257 billion from Chinese investors, who will purchase newly issued shares, which is expected to enhance the company's financial strength and market competitiveness.
- Ownership Structure: After the deal closes, NIO will retain a 62.7% controlling stake in Shenji, ensuring the consolidation of its financial results and further solidifying its market position in the intelligent driving chip sector.
- Investor Composition: The new investors will hold 27.3% of Shenji's shares, while entities managing the share incentive plan will own the remaining 10%, which will help attract and retain talent, driving technological innovation.
- Market Reaction: NIO's stock jumped as the company forecasts its first quarterly adjusted profit from operations, reflecting market confidence in its future profitability and increasing investor interest in both NIO and its subsidiary.
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- Delivery Milestone: Nio is nearing the delivery of its 70,000th third-generation ES8, achieving this milestone less than a month after surpassing 60,000 units, which underscores the sustained demand for the SUV priced at 406,800 yuan ($59,540) despite ongoing supply chain challenges.
- Temporary Workaround: Due to a shortage of signal processing chips, ES8 units entering final assembly from March 2 will utilize a temporary technical workaround, maintaining core hardware functionality while temporarily disabling the “Hyper-Immersive” audio mode, reflecting the company's adaptability in addressing supply chain issues.
- Battery Swap Network Innovation: During the 2026 Spring Festival travel period, Nio completed over 2 million battery swap services, setting multiple daily records, with its 3,750 battery swap stations handling nearly 30% more swaps than last year, demonstrating rapid ecosystem expansion and robust user demand.
- Profit Driver: The ES8 has emerged as a key profit driver for Nio, delivering over 22,000 units in December 2025 alone, accounting for nearly 65% of total deliveries, and strong performance has led Nio to anticipate its first quarterly profit in Q4 2025, marking a significant achievement in the premium SUV market.
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- Market Expansion Challenges: Nio's executive Mark Zhou admitted that the company mistakenly assumed early success in Norway could be replicated across the EU, resulting in minimal registrations, with only 56 vehicles registered in January and just one in Germany, indicating a lack of market adaptability.
- Product Suitability Issues: Zhou noted that some Nio vehicles are too large for narrow European urban environments, and while the company accelerates product launches in China, sales in Europe have fallen short of expectations, with a projected 65% miss on the 2025 delivery target.
- Infrastructure and Regulatory Barriers: Nio failed to anticipate the stringent regulations and infrastructure costs in Europe, particularly regarding GDPR compliance, which has slowed the company's expansion efforts and negatively impacted overall market performance.
- Chinese Market Resurgence: Despite challenges in Europe, Nio achieved record battery swap activity in China, logging 177,627 swaps in a single day during the Lunar New Year, demonstrating strong growth momentum domestically, with an expected adjusted operating profit of 700 million to 1.2 billion yuan for Q4 2025.
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- Flagship SUV Plans: Nio will host a dedicated product and technology showcase on April 10 for its ES9 SUV, with management expecting showroom availability in May and pricing revealed during the launch, which will enhance its competitiveness in the premium SUV market.
- Onvo Sub-Brand Launch: Nio's Onvo division plans to introduce the new L80 vehicle in Q2, with full specifications expected by the end of April and pricing and initial deliveries in mid-May, marking the second anniversary of the sub-brand and enriching Nio's product ecosystem.
- Record Battery-Swap Activity: During the 2026 Spring Festival, Nio set a single-day record of 177,627 battery swaps, indicating robust demand for its swap infrastructure, and marking the sixth time in February that it broke its historical record, reflecting strong market acceptance of its services.
- Stock Price Movement: As of Tuesday, Nio shares were down 1.71% at $5.19, and despite short-term fluctuations, the company's focus on product innovation and service expansion may lay the groundwork for future stock price recovery.
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