Research analysts who have asked questions during XPENG earnings calls.
MH
Ming Hsun Lee
Bank of America
6 questions for XPEV
Also covers: LI, NIO, PONY +2 more
TH
Tim Hsiao
Morgan Stanley
6 questions for XPEV
Also covers: HSAI, LI, NIO +2 more
BW
Bin Wang
Deutsche Bank
4 questions for XPEV
Also covers: ECX, LI, NIO +2 more
TH
Tina Hou
Goldman Sachs Group, Inc.
4 questions for XPEV
Also covers: HSAI, LI, NIO +3 more
XL
Xiaoyi Lei
Jefferies Financial Group
4 questions for XPEV
Also covers: ECX
NL
Nick Lai
JPMorgan Chase & Co.
3 questions for XPEV
Also covers: NIO
YL
Y.C. Lai
JPMorgan Chase & Co.
2 questions for XPEV
Also covers: NIO
JL
Jia Lou
BOCI
1 question for XPEV
Also covers: HSAI
PY
Pengwei Yu
CICC
1 question for XPEV
PL
Ping Le Wu
CITIC Securities Company Limited
1 question for XPEV
Recent press releases and 8-K filings for XPEV.
XPENG Reports Strong Q3 2025 Results and Provides Q4 2025 Outlook
XPEV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- XPENG reported record quarterly deliveries of 116,007 units in Q3 2025, marking a 149.3% year-over-year increase, with revenue reaching RMB 20.38 billion, up 101.8% year-over-year.
- The company's net loss narrowed to RMB 0.38 billion in Q3 2025, and year-to-date cumulative sales reached 355,000 vehicles by the end of October 2025, exceeding its annual target.
- R&D expense increased to RMB 2.43 billion in Q3 2025, up 48.7% year-over-year, reflecting continued investment in technology.
- A key risk identified is the overreliance on the MONA M03 and P7+ models, which together contributed more than 70% of total sales.
- For Q4 2025, XPENG forecasts deliveries of 125,000–132,000 vehicles and revenue of approximately RMB 22 billion, with an expectation to reach breakeven.
Jan 6, 2026, 10:00 AM
XPENG Announces December and Full Year 2025 Vehicle Delivery Results
XPEV
Revenue Acceleration/Inflection
New Projects/Investments
- XPENG delivered a total of 429,445 vehicles for the full year 2025, representing a 126% year-over-year increase.
- In December 2025, the company delivered 37,508 vehicles, which was a 2% year-over-year increase.
- For the full year 2025, overseas deliveries reached 45,008 vehicles, up 96% year-over-year, and XPENG expanded its global footprint to 60 countries and regions.
- XPENG also expanded its self-operated charging network during 2025, adding more than 1,100 new charging stations to bring the total network to 3,000 stations.
Jan 2, 2026, 11:21 AM
XPeng Reports 2025 Vehicle Deliveries and Milestones
XPEV
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- XPeng delivered 429,445 vehicles in 2025, marking a 126% year-over-year increase, and 37,508 vehicles in December 2025.
- The company delivered 116,249 vehicles in the fourth quarter, missing its Q4 guidance by approximately 7%.
- XPeng reached a production milestone of one million vehicles in mid-November and expanded its self-operated charging network to roughly 3,000 stations.
- International deliveries rose about 96% to 45,008 units, as XPeng expanded its footprint to roughly 57–60 markets.
- XPeng's public financial snapshot shows a market capitalization of approximately $19.35 billion, with negative net and operating margins (net margin ~-4.02%, operating margin ~-6.11%).
Jan 1, 2026, 8:17 AM
XPENG Announces November 2025 Vehicle Delivery Results
XPEV
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- XPENG delivered 36,728 Smart EVs in November 2025, marking a 19% year-over-year increase.
- From January to November 2025, cumulative deliveries reached 391,937 units, representing a 156% year-over-year increase.
- Overseas deliveries for the first eleven months of 2025 totaled 39,773 units, up 95% year-on-year.
- The company also unveiled new "Physical AI" applications, including XPENG VLA 2.0, Robotaxi, and Next-Gen IRON humanoid robot, with mass production expected in 2026.
Dec 1, 2025, 9:12 PM
XPeng Reports Record Q3 2025 Results and Outlines Ambitious 2026 Product Roadmap
XPEV
Earnings
Product Launch
New Projects/Investments
- XPeng reported record Q3 2025 results, with 116,007 vehicle deliveries (up 149% year-over-year) and total revenues of RMB 20.38 billion (up 101.8% year-over-year). The company's gross margin exceeded 20% for the first time, reaching 20.1%, and net loss was significantly reduced to RMB 0.38 billion.
- For Q4 2025, XPeng provided strong guidance, projecting total deliveries between 125,000 and 132,000 units (up 36.6%-44.3% year-over-year) and revenues between RMB 21.5 billion and RMB 23 billion (up 33.5%-42.8% year-over-year), with a goal to achieve break-even.
- The company outlined an ambitious 2026 product roadmap, including the launch of three super extended range products and four new dual-energy models, along with the mass production of the VLA 2.0 model, three Robotaxi models, and advanced humanoid robots by year-end.
- XPeng is expanding its global footprint and strengthening strategic partnerships, with Volkswagen becoming the initial launch customer for the VLA 2.0 model and selecting XPeng's Turing AI SoC for co-developed vehicles, expected to begin mass production in early 2026. Overseas monthly deliveries exceeded 5,000 units in September 2025, a 79% increase year-over-year.
Nov 17, 2025, 1:00 PM
XPeng Reports Strong Q3 2025 Results and Outlines Ambitious 2026 Product and AI Commercialization Plans
XPEV
Guidance Update
Product Launch
New Projects/Investments
- XPeng reported Q3 2025 total revenues of RMB 20.38 billion, marking a 101.8% year-over-year increase, with a gross margin of 20.1%, exceeding 20% for the first time. The company's net loss was significantly reduced to RMB 0.38 billion.
- For Q4 2025, XPeng projects total deliveries between 125,000 and 132,000 units and revenues between RMB 21.5 billion and RMB 23 billion, with a goal to achieve break-even for the company in the fourth quarter.
- The company launched pre-sales for the X9 Super Extended Range EV and plans to introduce seven new one-vehicle dual-energy models in 2026. Overseas monthly deliveries exceeded 5,000 units in September 2025, and the sales network expanded to 52 countries and regions.
- Volkswagen will be the initial launch customer for XPeng's VLA 2.0 model, with co-developed vehicles starting mass production early 2026, and XPeng's Turing AI SoC also secured a sourcing designation from Volkswagen. XPeng plans to launch three Robotaxi models and begin pilot operations in China in 2026, and aims for mass production of its IRON humanoid robot by the end of 2026, targeting 1 million annual sales by 2030.
Nov 17, 2025, 1:00 PM
XPENG Reports Record Q3 2025 Deliveries and Revenue, Outlines Ambitious 2026 Plans
XPEV
Earnings
Product Launch
New Projects/Investments
- XPENG reported record deliveries of 116,007 units, a 149% increase year-over-year, and total revenues of RMB 20.38 billion, up 101.8% year-over-year in Q3 2025. The company's gross margin exceeded 20% for the first time at 20.1%, and net loss further reduced to RMB 0.38 billion.
- For Q4 2025, XPENG projects total deliveries to be between 125,000 and 132,000 units, reflecting a 36.6%-44.3% year-over-year growth, with revenue estimated between RMB 21.5 billion and RMB 23 billion. The company aims to achieve break-even in Q4 2025.
- XPENG launched pre-sales for the X9 Super Extended Range EV and plans to introduce seven new one-vehicle dual-energy models in 2026, including three for overseas markets.
- The company is targeting mass production of its VLA 2.0 model, Robotaxi, and humanoid robots (IRON) in 2026, with a vision for over 1 million humanoid robots sold annually by 2030.
- International expansion saw monthly overseas deliveries surpass 5,000 units in September 2025, a 79% year-over-year increase, supported by 56 new overseas stores and the start of local production in Austria. R&D expenses increased by 48.7% year-over-year to RMB 2.43 billion in Q3 2025 to support new models and technologies.
Nov 17, 2025, 1:00 PM
XPENG Reports Third Quarter 2025 Unaudited Financial Results
XPEV
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- XPENG reported total revenues of RMB20.38 billion (US$2.86 billion) for the third quarter of 2025, marking a 101.8% increase year-over-year. The company achieved a gross margin of 20.1% and a vehicle margin of 13.1% for the quarter.
- Total vehicle deliveries for the third quarter of 2025 were 116,007 units, representing a 149.3% increase compared to the same period in 2024.
- The company recorded a net loss of RMB0.38 billion (US$0.05 billion) for the third quarter of 2025.
- As of September 30, 2025, cash and cash equivalents, restricted cash, short-term investments, and time deposits totaled RMB48.33 billion (US$6.79 billion).
Nov 17, 2025, 11:08 AM
XPeng Updates Profit Expectations and Highlights AI Innovations
XPEV
Guidance Update
New Projects/Investments
Product Launch
- XPeng is now expected to turn a profit in the third quarter of 2025, earlier than previously forecasted, due to strong sales momentum, margin expansion, and disciplined cost management.
- The company's second-quarter net loss significantly narrowed to 477.8 million yuan (about US$67.1 million) from 1.28 billion yuan a year earlier.
- October deliveries hit a record 42,013 vehicles.
- XPeng plans to launch three self-developed robotaxi models and start trial operations in 2026, and unveiled the next-generation Iron humanoid robot, positioning it as a leader in emerging tech beyond traditional electric vehicles.
- A strategic partnership with Volkswagen resulted in the filing of regulatory documents for the ID.UNYX 08 SUV, the first jointly developed vehicle.
Nov 10, 2025, 10:27 PM
SunCar Technology Group Reports Strong Premium Growth for EV Partners Driven by AI Investment
XPEV
New Projects/Investments
Revenue Acceleration/Inflection
- SunCar Technology Group's investment in its Anji AI Technology Services Center is generating strong returns, deepening strategic cooperation with EV partners like XPeng and Tesla.
- Through the first nine months of 2025, premiums generated for XPeng reached $160 million, marking a substantial 200% increase compared to $50 million in the same period in 2024.
- For Tesla, premiums grew to $328 million in the first nine months of 2025, an increase of 190% from $113 million in the corresponding period of 2024.
- SunCar's AI technology has also led to an increase in Tesla's insurance renewal conversion rate to 75%, which is significantly higher than the industry average.
Nov 6, 2025, 1:00 PM
Quarterly earnings call transcripts for XPENG.
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