2025 Q4 -tulosraportti
1 päivä sitten
‧1 t 25 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
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2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.3. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 18.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenI simply don't understand why the market is sending the stock down? this is a summary from their earnings call made on fiscal ai. Try to read it through because I think they are doing exactly as I had hoped. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.
·8 t sitten1. Poor outlook for 2026 Although XPeng actually delivered better financial results than expected, the market was disappointed with the future outlook: • Expects a drop in deliveries of up to ~35% in Q1 2026 • Also expects lower revenue (–16% to –23%)  ⸻ 2. Sales started weakly in 2026 • Deliveries in the first months of the year have already fallen sharply (~42%)  https://www.investors.com/news/xpeng-earnings-chinese-electric-vehicles-autos-tesla-robotaxi/
·18 t sitten · MuokattuStrong Q4 report with positive bottom line, for the first time, but the share price doesn't seem to rise immediately. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call at 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/
·16 t sitten · MuokattuThe initial period of 2026 has been tough for XPeng with decreasing sales. One probably has to wait for the new models.
·2 päivää sittenOh, the earnings report will be exciting.- ·3 päivää sittenHard to look at now since I had considered selling 50% of my holding yesterday:(
- ·16.3.Annual report in four days, the share price has been steadily rising in March, probably primarily due to the oil situation in the Gulf. There have previously been negative expectations for XPeng's upcoming financial report, what are the expectations for the upcoming financial report/share price now?
17.3. · Muokattu17.3. · MuokattuXpeng is solid and it's been a great year as a whole. That said, with the recent increase, I could worry about a "but the rumor sell the news" situation. But it's damn complex when factoring in the positive effect the rising oil prices have had 🤷♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2025 Q4 -tulosraportti
1 päivä sitten
‧1 t 25 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenI simply don't understand why the market is sending the stock down? this is a summary from their earnings call made on fiscal ai. Try to read it through because I think they are doing exactly as I had hoped. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.·8 t sitten1. Poor outlook for 2026 Although XPeng actually delivered better financial results than expected, the market was disappointed with the future outlook: • Expects a drop in deliveries of up to ~35% in Q1 2026 • Also expects lower revenue (–16% to –23%)  ⸻ 2. Sales started weakly in 2026 • Deliveries in the first months of the year have already fallen sharply (~42%)  https://www.investors.com/news/xpeng-earnings-chinese-electric-vehicles-autos-tesla-robotaxi/
- ·18 t sitten · MuokattuStrong Q4 report with positive bottom line, for the first time, but the share price doesn't seem to rise immediately. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call at 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/·16 t sitten · MuokattuThe initial period of 2026 has been tough for XPeng with decreasing sales. One probably has to wait for the new models.
- ·2 päivää sittenOh, the earnings report will be exciting.
- ·3 päivää sittenHard to look at now since I had considered selling 50% of my holding yesterday:(
- ·16.3.Annual report in four days, the share price has been steadily rising in March, probably primarily due to the oil situation in the Gulf. There have previously been negative expectations for XPeng's upcoming financial report, what are the expectations for the upcoming financial report/share price now?17.3. · Muokattu17.3. · MuokattuXpeng is solid and it's been a great year as a whole. That said, with the recent increase, I could worry about a "but the rumor sell the news" situation. But it's damn complex when factoring in the positive effect the rising oil prices have had 🤷♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.3. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 18.3.2025 |
2025 Q4 -tulosraportti
1 päivä sitten
‧1 t 25 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.3. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 18.3.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenI simply don't understand why the market is sending the stock down? this is a summary from their earnings call made on fiscal ai. Try to read it through because I think they are doing exactly as I had hoped. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.·8 t sitten1. Poor outlook for 2026 Although XPeng actually delivered better financial results than expected, the market was disappointed with the future outlook: • Expects a drop in deliveries of up to ~35% in Q1 2026 • Also expects lower revenue (–16% to –23%)  ⸻ 2. Sales started weakly in 2026 • Deliveries in the first months of the year have already fallen sharply (~42%)  https://www.investors.com/news/xpeng-earnings-chinese-electric-vehicles-autos-tesla-robotaxi/
- ·18 t sitten · MuokattuStrong Q4 report with positive bottom line, for the first time, but the share price doesn't seem to rise immediately. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call at 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/·16 t sitten · MuokattuThe initial period of 2026 has been tough for XPeng with decreasing sales. One probably has to wait for the new models.
- ·2 päivää sittenOh, the earnings report will be exciting.
- ·3 päivää sittenHard to look at now since I had considered selling 50% of my holding yesterday:(
- ·16.3.Annual report in four days, the share price has been steadily rising in March, probably primarily due to the oil situation in the Gulf. There have previously been negative expectations for XPeng's upcoming financial report, what are the expectations for the upcoming financial report/share price now?17.3. · Muokattu17.3. · MuokattuXpeng is solid and it's been a great year as a whole. That said, with the recent increase, I could worry about a "but the rumor sell the news" situation. But it's damn complex when factoring in the positive effect the rising oil prices have had 🤷♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt