All articles tagged with #deliveries
Xiaomi’s EV division reported a Q1 operating loss of 3.1 billion yuan ($460 million) despite a 6.57% YoY rise in deliveries to 80,856 units, hit by Spring Festival drag and a mid-cycle SU7 facelift. EV revenue reached about 19 billion yuan with a 20.1% gross margin for the innovative segment; the company reaffirmed a 2026 delivery target of 550,000 units and plans for overseas expansion in 2027, including Europe as the first stop.
NIO posted RMB25.5B in total revenues for Q1 2026 and delivered 83,465 vehicles (up 98.3% YoY), with vehicle margin at 18.8% and gross margin at 19.0%; GAAP net loss was RMB332.1M, while cash and equivalents stood at RMB48.2B. The company expects Q2 deliveries of 110k–115k and total revenues of RMB32.8–34.4B as it advances launches across its NIO, ONVO, and FIREFLY brands, including the ES9 and ONVO L80.
Lucid Group said it will take steps to better align its production with customer demand and reduce an elevated EV inventory, with no plan to idle its Arizona plant and no firm recantation of prior guidance to produce 25,000–27,000 units. In Q1 2026, the company produced 5,500 vehicles but delivered 3,093, and it cited a supplier issue affecting Gravity deliveries, as it seeks to convert excess inventory into revenue through disciplined cost control and improved delivery cadence, following a quarterly results miss relative to expectations.
Boeing beat Q1 2026 estimates with $22.2 billion in revenue (vs $21.91B expected) and an adjusted loss per share of $0.20 (versus a $0.68 loss expected), as jet deliveries rose to 143 in the quarter and the backlog climbed to a record $695 billion. The Defense, Space & Security segment posted a 50% jump in earnings to $233 million, while Commercial Airplanes revenue rose 13% to $9.2 billion but posted a $563 million loss; production is climbing toward 42 Max aircraft per month, with Max 7/10 certifications expected later this year and deliveries to begin in 2027. Boeing projects about 660 planes in 2026, and Wall Street remains bullish with a Strong Buy consensus and a target near $275, implying roughly 25% upside as BA stock rose over 5% on the news.
Boeing’s stock slid after the company said a machining error caused wiring scratches on some 737 MAX jets, delaying deliveries briefly. The issue is small and expected to be fixed in days, with only a potential minor hit to Q1 2026 deliveries, while the full-year target of about 500 MAX jets remains intact as orders rise. Analysts remain bullish, with a Strong Buy consensus and an average price target around $276.36, implying roughly 24% upside.
Nio delivered 20,797 vehicles in February, up about 58% year-on-year despite Lunar New Year disruptions, with the main brand at 15,159 units (up 65.8% YoY but down from January). To sustain momentum into March, Nio extended seven-year low-interest loans and subsidies across its main brand and its Onvo and Firefly sub-brands through the end of the month.
Xpeng delivered 20,011 cars in January 2026, down 34.07% year-on-year and 46.65% month-on-month, pressured by a 5% purchase tax on NEVs and weaker policy support. The X9 MPV continued to sell well with 51,897 cumulative deliveries since its launch. Xpeng targets up to 600,000 deliveries in 2026, plans four new models, and is adjusting financing options amid subsidy changes.
Nio has delivered its 60,000th third‑generation ES8 SUV, two weeks after the 50,000th unit, with the milestone announced by Yang Bo on Weibo in Guangzhou. December deliveries reached 48,135 vehicles, with the ES8 contributing 22,258 units. As production capacity increases and wait times shrink to about 11–12 weeks, Nio is gearing up for the ES9 launch in Q2, likely debuting at the Beijing auto show and sharing technology with the ET9.
Boeing posted Q4 EPS of $9.92 on $23.9B in revenue, aided by an $11.83 per-share gain from selling Digital Aviation Solutions; excluding that gain, the quarter would show about a $2 loss. Deliveries jumped to 160 jets in Q4, and the company guided for about 690 total deliveries in 2026 (roughly 500 MAX deliveries and 530 built) with earnings near $2 per share and around $2 billion in free cash flow. The FAA has raised MAX output toward 42–50 per month, and Boeing is aiming to ramp production to support a recovery in profitability. After an initial premarket dip, the stock moved higher as investors welcomed delivery progress and guided improvements on production and cash flow.
Boeing beat expectations in Q4 2025 with about $23.95 billion in revenue and $9.92 per share, as 2025 deliveries reached 600 aircraft—the most since 2018—fueling optimism for 2026 despite ongoing regulatory and production pace challenges.
Tesla's Q4 vehicle deliveries fell more than expected due to decreased EV demand following the end of tax incentives, leading to a second consecutive year of declining sales, despite rising investor interest in its robotics and autonomous vehicle projects.
Tesla's stock rose about 1% despite a forecast for lower fourth-quarter vehicle deliveries, with analysts predicting around 422,850 deliveries, which is 15% less than the previous year and below earlier expectations. The company is heading toward a second consecutive year of declining deliveries, but investors remain optimistic about long-term projects like autonomous driving and robotaxi services. Despite the delivery outlook, Tesla's stock has gained over 21% in 2025, outperforming the S&P 500.
Boeing's stock surged over 10% after the CFO announced expectations of increased deliveries for the 737 and 787 jets in 2026, with the certification of the delayed 737-10 expected later that year, and the company projecting positive cash flow and improved margins through 2030 amid a recovery in its business performance.
Tesla's stock rebounded slightly after a drop despite strong delivery numbers, amid controversy over Elon Musk's proposed $1 trillion pay package, which most shareholders are expected to approve. The stock's recent performance reflects investor optimism about future sales, though its high valuation raises questions about its long-term prospects. The upcoming shareholder vote on Musk's pay and the impact of changing EV tax credits are key factors to watch.
NIO stock is in focus as August vehicle deliveries hit a record high, setting a positive outlook ahead of the company's Q2 earnings report.