Chinese EV maker NIO issued a profit alert for the fourth quarter of 2025, indicating it expects to return to profitability after previous quarterly losses.
US-liated shares of NIO jumped more than 8% in premarket trading.
According to the preliminary internal estimates, the company anticipates positive operating income under both GAAP and non-GAAP measures for the quarter ended December 31, 2025. Adjusted operating profit (non-GAAP) is projected to be in the range of approximately RMB 700 million to RMB 1.2 billion (roughly USD 100 million to USD 170 million). Meanwhile, under GAAP accounting, NIO expects operating profit of about RMB 200 million to RMB 700 million (around USD 30 million to USD 100 million). These figures are based on preliminary, unaudited management accounts and may differ from final audited results when released.
The anticipated profit turnaround comes as the company benefits from robust vehicle delivery growth, improving margins, and continued cost optimization efforts. In the fourth quarter of 2025, NIO is reported to have delivered 124,807 vehicles, marking a year-over-year increase of 71.7 % and a new quarterly delivery record. Total deliveries for 2025 are estimated at 326,028 units, up about 46.9 % from the prior year, with cumulative deliveries nearing one million vehicles.
NIO attributed the improved outlook to higher sales volume, a more favorable product mix supporting better vehicle margins, and continued operational efficiencies. The company has been expanding its multi-brand strategy, including its premium NIO brand, family-oriented ONVO brand, and the compact FIREFLY line, which together have helped broaden its market reach.
Despite the positive forecast, investors are cautioned that these results are preliminary and unaudited. Final quarterly and full year 2025 financial results — including detailed revenue, profit, and cash flow figures — will be disclosed in NIO’s official earnings release once completed.
Market participants have reacted with cautious optimism, noting that turning an operating profit in Q4 would be a meaningful milestone for NIO after sustained losses in earlier quarters. Analysts continue to monitor delivery trends and margin progression, as well as broader EV industry dynamics