Nio Stock Jumps as Chinese EV Maker Projects First-Ever Quarterly Operating Profit

TLDR

• Nio expects its first-ever quarterly adjusted operating profit of RMB 700 million to RMB 1.2 billion in Q4 2025
• Q4 deliveries jumped 72% year-over-year to 124,807 vehicles
• Full-year 2025 deliveries reached 326,028 vehicles, up 47% from 2024
• The turnaround comes from higher sales, better product mix, and cost-cutting measures
• Nio’s U.S.-listed shares climbed more than 8% in premarket trading on the announcement

Nio has announced a major turning point for the company. The Chinese electric vehicle maker expects to post its first-ever quarterly adjusted operating profit in Q4 2025.

NIO Inc., NIO

The company projects adjusted operating profit between RMB 700 million and RMB 1.2 billion for the quarter. That’s a sharp reversal from an adjusted operating loss of RMB 5.54 billion in Q4 2024.

Nio’s U.S.-listed shares jumped more than 8% in premarket trading following the announcement.

The company also expects GAAP operating profit between RMB 200 million and RMB 700 million for the quarter. These figures come from preliminary, unaudited internal management accounts.

Strong Delivery Growth Drives Results

Nio delivered 124,807 vehicles in Q4 2025. That represents a 72% increase compared to the same quarter last year.

For the full year, deliveries totaled 326,028 vehicles. That’s up 47% from 2024.

The company attributes the profitability milestone to several factors. Higher vehicle sales played a key role. A more favorable product mix improved vehicle margins.

Strong demand for premium models like the ET5 and ES6 drove much of the growth. These higher-margin vehicles helped boost overall profitability.

Nio also launched its lower-cost Firefly subcompact EV midway through the year. The new model broadened the company’s customer base and added volume.

Cost Cuts and Efficiency Gains

Beyond sales growth, Nio has been working to streamline operations. The company has implemented ongoing cost-cutting measures and efficiency improvements.

These efforts come as Nio faces intense competition in China’s crowded EV market. A prolonged price war has pressured margins across the industry.

The combination of higher deliveries and operational improvements has pushed Nio toward profitability. Management emphasized that investors should treat the guidance with caution.

The preliminary figures have not been audited or reviewed. Full fourth-quarter and full-year 2025 results will provide complete details.

Nio operates as a premium EV maker focusing on smart electric vehicles. The company designs, manufactures, and sells battery-powered cars.

It also offers related smart mobility services. Nio shares trade in Hong Kong, New York, and Singapore.

The company operates under a weighted voting rights structure. Class C shareholders hold enhanced voting power compared to Class A ordinary share holders.

Last month, Nio committed to continuing its business operations in Europe. The move came after the European Commission outlined conditions for China-made EV makers to replace EU tariffs with minimum price plans.

The company’s current market cap stands at HK$79.91 billion. Average trading volume is 6,321,714 shares.

The most recent analyst rating on Nio stock is a Sell with a HK$34.00 price target.

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