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XPENG Reports First Quarter 2026 Unaudited Financial Results

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XPENG (NYSE:XPEV) reported unaudited Q1 2026 results with total revenues of RMB13.03 billion, down 17.6% year-over-year, as vehicle deliveries fell 33.3% to 62,682.

Gross margin reached 20.6%, up 5.0 percentage points year-over-year, while net loss widened to RMB1.78 billion. Cash position was RMB42.09 billion at March 31, 2026. April deliveries were 31,011, and the tech flagship SUV XPENG GX launched on May 20, 2026. For Q2 2026, XPENG guides vehicle deliveries of 100,000–106,000 and revenues of RMB19.60–20.80 billion, implying year-over-year revenue growth of about 7.25%–13.82%.

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AI-generated analysis. Not financial advice.

Positive

  • Gross margin 20.6% in Q1 2026, up 5.0 percentage points year-over-year
  • Vehicle margin 12.1% in Q1 2026, up 1.6 percentage points year-over-year
  • Services and others revenue up 41.2% year-over-year to RMB2.03 billion
  • Cash position of RMB42.09 billion as of March 31, 2026
  • Q2 2026 revenue guidance RMB19.60–20.80 billion, 7.25%–13.82% year-over-year growth
  • Q2 2026 delivery guidance 100,000–106,000 vehicles, 59.54%–69.11% quarter-over-quarter growth
  • XPENG network at 733 stores and 3,455 charging stations as of March 31, 2026
  • Launch of XPENG GX tech flagship SUV on May 20, 2026

Negative

  • Q1 2026 vehicle deliveries down 33.3% year-over-year to 62,682
  • Q1 2026 total revenue down 17.6% year-over-year and 41.4% quarter-over-quarter
  • Vehicle sales revenue down 23.5% year-over-year and 42.3% quarter-over-quarter
  • Q1 2026 net loss RMB1.78 billion versus RMB0.66 billion loss a year earlier and RMB0.38 billion profit in Q4 2025
  • Q1 2026 loss from operations RMB1.87 billion versus RMB1.04 billion a year earlier
  • Cash position declined from RMB47.66 billion at December 31, 2025 to RMB42.09 billion at March 31, 2026
  • Q1 2026 services and others margin down from 70.8% in Q4 2025 to 66.5%
  • Q1 2026 other income RMB0.18 billion, down 66.5% year-over-year due to lower subsidies

News Market Reaction – XPEV

-0.06%
11 alerts
-0.06% News Effect
+3.2% Peak in 3 min
-$9M Valuation Impact
$15.75B Market Cap
0.0x Rel. Volume

On the day this news was published, XPEV declined 0.06%, reflecting a mild negative market reaction. Argus tracked a peak move of +3.2% during that session. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $9M from the company's valuation, bringing the market cap to $15.75B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Total revenues: RMB13.03B (US$1.89B) Vehicle deliveries: 62,682 units Gross margin: 20.6% +5 more
8 metrics
Total revenues RMB13.03B (US$1.89B) Q1 2026; -17.6% YoY, -41.4% QoQ
Vehicle deliveries 62,682 units Q1 2026; down 33.3% from 94,008 in Q1 2025
Gross margin 20.6% Q1 2026; up from 15.6% in Q1 2025, vs 21.3% in Q4 2025
Vehicle margin 12.1% Q1 2026; vs 10.5% in Q1 2025 and 13.0% in Q4 2025
Net loss RMB1.78B (US$0.26B) Q1 2026; vs RMB0.66B loss in Q1 2025 and RMB0.38B profit in Q4 2025
Non-GAAP net loss RMB1.69B (US$0.24B) Q1 2026; vs RMB0.43B loss in Q1 2025 and RMB0.51B profit in Q4 2025
Cash position RMB42.09B (US$6.10B) As of Mar 31, 2026; vs RMB45.28B Mar 31, 2025 and RMB47.66B Dec 31, 2025
R&D expenses RMB2.91B (US$0.42B) Q1 2026; +46.8% YoY and +1.1% QoQ

Market Reality Check

Price: $15.48 Vol: Volume 8,496,461 is 26% a...
normal vol
$15.48 Last Close
Volume Volume 8,496,461 is 26% above the 20-day average of 6,740,126, indicating elevated trading ahead of results. normal
Technical Shares at $16.45 are trading below the 200-day MA of $19.67 and sit 41.7% under the 52-week high.

Peers on Argus

Momentum scanner shows LI down 4.12%, while broader auto peers like NIO (+10.36%...
1 Down

Momentum scanner shows LI down 4.12%, while broader auto peers like NIO (+10.36%) and F (+3.05%) in the sector snapshot were higher. With only one peer in momentum and mixed peer moves, trading appears more company-specific than a clear sector-wide shift.

Common Catalyst At least one close peer (LI) also reported earnings today, suggesting overlapping earnings-driven catalysts in China EV names.

Previous Earnings Reports

5 past events · Latest: Mar 20 (Positive)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Mar 20 Q4/FY 2025 earnings Positive -8.4% Strong FY 2025 growth and record Q4 margins with positive net profit.
Nov 17 Q3 2025 earnings Positive -10.3% Q3 2025 deliveries and revenue more than doubled with margin gains.
Aug 19 Q2 2025 earnings Positive +4.2% Record Q2 2025 revenues and deliveries with sharply higher margins.
May 21 Q1 2025 earnings Positive +13.0% Q1 2025 revenue and deliveries surged with clear margin improvement.
Mar 31 Q1 2025 deliveries Positive +1.2% First quarter 2025 deliveries grew over 300% year-over-year with strong momentum.
Pattern Detected

Earnings releases have often been strong operationally, but market reactions are mixed, with both rallies and notable sell-offs on positive results.

Recent Company History

Over the last year, XPENG’s earnings reports highlighted rapid growth and improving margins. Q1 2025 and Q2 2025 showed surging deliveries and rising gross and vehicle margins. Q3 and Q4 2025 continued this trend, with FY 2025 revenues of RMB76.72B and gross margin of 18.9%, plus a profitable Q4. Despite these positives, share-price reactions ranged from double-digit gains to steep declines, underscoring volatile sentiment around results.

Historical Comparison

-0.1% avg move · Across 5 prior earnings-related releases, XPENG’s average next-day move was roughly flat at -0.06%, ...
earnings
-0.1%
Average Historical Move earnings

Across 5 prior earnings-related releases, XPENG’s average next-day move was roughly flat at -0.06%, with both sharp rallies and declines following strong fundamentals.

Earnings updates show a progression from rapid 2025 volume and revenue growth toward improved margins and a profitable Q4 2025, alongside growing cash reserves and an expanding network.

Market Pulse Summary

This announcement details Q1 2026 results marked by weaker scale but firmer margins. Deliveries fell...
Analysis

This announcement details Q1 2026 results marked by weaker scale but firmer margins. Deliveries fell to 62,682 and revenues to RMB13.03B, while gross margin improved to 20.6% and vehicle margin to 12.1%. Net loss widened to RMB1.78B and cash declined to RMB42.09B. Compared with prior earnings, the update shifts focus from rapid growth to managing profitability and cash, with upcoming delivery and revenue trends key to watch.

Key Terms

non-gaap, american depositary share, ads, derivative liability, +2 more
6 terms
non-gaap financial
"Non-GAAP net loss was RMB1.69 billion (US$0.24 billion) for the first quarter"
Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.
american depositary share financial
"Basic and diluted net loss per American depositary share (ADS) were both RMB1.87"
An American Depositary Share (ADS) is a U.S.-listed certificate that represents a specified number of shares in a foreign company, held by a custodian bank; it works like a receipt that allows U.S. investors to buy and trade foreign equity on American exchanges without dealing with another country’s markets. Investors care because ADSs make foreign stocks easier to access, improve liquidity and settlement in dollars, and can affect dividend payments, voting rights and regulatory oversight compared with buying the underlying foreign shares directly.
ads financial
"Basic and diluted net loss per American depositary share (ADS) were both RMB1.87"
Ads are paid promotional messages a company places across media — online, on TV, in print, or on social platforms — to attract customers, explain products, or shape public perception. For investors, ads matter because they drive sales growth, affect how much a company must spend to win customers, and influence brand strength and long-term value. Ads can also create regulatory or reputational risk if claims are misleading, which can affect profits and stock price.
derivative liability financial
"fair value loss (gain) on derivative liability relating to the contingent consideration"
A derivative liability is an obligation a company owes because of a derivatives contract—such as an option, future, swap, or forward—that has moved against it and now has negative value. Think of it like a settled bet that turned into a bill: if market moves go the other way, the company may have to pay cash or deliver assets. Investors care because these liabilities can create sudden losses, add leverage or counterparty risk, and change a company’s true financial exposure beyond its everyday operations.
contingent consideration financial
"derivative liability relating to the contingent consideration was a gain of RMB0.05"
Contingent consideration is an additional payment agreed when one company buys another that will be paid later only if specific future targets are met, such as revenue, profit, or regulatory milestones. It matters to investors because it shifts risk between buyer and seller and affects the acquiring company's future cash flow and reported value — like promising a bonus after results are proven.
robotaxis technical
"achieve the mass production of Robotaxis and humanoid robots."
Robotaxis are passenger vehicles that drive themselves using sensors and software, operating like a taxi without a human driver. For investors, they matter because they promise a new, potentially large revenue stream from automated ride-hailing and logistics while also carrying high costs, safety and regulatory risks, and heavy competition—similar to betting on a new public transit system that must prove it can run safely and profitably at scale.

AI-generated analysis. Not financial advice.

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  • Cash position[i] was RMB42.09 billion (US$6.10 billion) as of March 31, 2026
  • Quarterly total revenues were RMB13.03 billion, a 17.6% decrease year-over-year
  • Quarterly gross margin was 20.6%, an increase of 5.0 percentage points over the same period of 2025
  • Quarterly vehicle margin was 12.1%, an increase of 1.6 percentage points over the same period of 2025

GUANGZHOU, China, May 28, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global AI mobility technology company, today announced its unaudited financial results for the three months ended March 31, 2026.

Operational and Financial Highlights for the Three Months Ended March 31, 2026


2026Q1

2025Q4

2025Q3

2025Q2

2025Q1

2024Q4








Total deliveries

62,682

116,249

116,007

103,181

94,008

91,507

  • Total deliveries of vehicles were 62,682 for the first quarter of 2026, representing a decrease of 33.3% from 94,008 in the corresponding period of 2025.
  • XPENG's physical sales network had a total of 733 stores, covering 256 cities as of March 31, 2026.
  • XPENG self-operated charging station network reached 3,455 stations, including 2,398 XPENG ultra-fast charging stations as of March 31, 2026.
  • Total revenues were RMB13.03 billion (US$1.89 billion) for the first quarter of 2026, representing a decrease of 17.6% from the same period of 2025, and a decrease of 41.4% from the fourth quarter of 2025.
  • Revenues from vehicle sales were RMB11.00 billion (US$1.59 billion) for the first quarter of 2026, representing a decrease of 23.5% from the same period of 2025, and a decrease of 42.3% from the fourth quarter of 2025.
  • Gross margin was 20.6% for the first quarter of 2026, compared with 15.6% for the same period of 2025 and 21.3% for the fourth quarter of 2025.
  • Vehicle margin, which is gross profit of vehicle sales as a percentage of vehicle sales revenue, was 12.1% for the first quarter of 2026, compared with 10.5% for the same period of 2025 and 13.0% for the fourth quarter of 2025.
  • Net loss was RMB1.78 billion (US$0.26 billion) for the first quarter of 2026, compared with a loss of RMB0.66 billion for the same period of 2025 and a profit of RMB0.38 billion for the fourth quarter of 2025. Excluding share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, non-GAAP net loss was RMB1.69 billion (US$0.24 billion) for the first quarter of 2026, compared with a loss of RMB0.43 billion for the same period of 2025 and a profit of RMB0.51 billion for the fourth quarter of 2025.
  • Net loss attributable to ordinary shareholders of XPENG was RMB1.78 billion (US$0.26 billion) for the first quarter of 2026, compared with a loss of RMB0.66 billion for the same period of 2025 and a profit of RMB0.38 billion for the fourth quarter of 2025. Excluding share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, non-GAAP net loss attributable to ordinary shareholders of XPENG was RMB1.69 billion (US$0.24 billion) for the first quarter of 2026, compared with a loss of RMB0.43 billion for the same period of 2025 and a profit of RMB0.51 billion for the fourth quarter of 2025.
  • Basic and diluted net loss per American depositary share (ADS) were both RMB1.87 (US$0.27) and basic and diluted net loss per ordinary share were both RMB0.93 (US$0.14) for the first quarter of 2026. Each ADS represents two Class A ordinary shares.
  • Non-GAAP basic and diluted net loss per ADS were both RMB1.76 (US$0.26), and non-GAAP basic and diluted net loss per ordinary share were both RMB0.88 (US$0.13) for the first quarter of 2026.
  • Cash position was RMB42.09 billion (US$6.10 billion) as of March 31, 2026, compared with RMB47.66 billion as of December 31, 2025.

[i] Cash position includes cash and cash equivalents, restricted cash, short-term investments and time deposits. Time deposits include restricted short-term deposits, short-term deposits, current portion and non-current portion of restricted long-term deposits, current portion and non-current portion of long-term deposits.

 

Key Financial Results

(in RMB billions, except for percentages)



For the Three Months Ended

% Change[ii]


March 31,

December 31,

March 31,



2026

2025

2025

YoY

QoQ







Vehicle sales

11.00

19.07

14.37

-23.5 %

-42.3 %

Vehicle margin

12.1 %

13.0 %

10.5 %

1.6pts

-0.9pts

Total revenues

13.03

22.25

15.81

-17.6 %

-41.4 %

Gross profit

2.68

4.74

2.46

9.1 %

-43.4 %

Gross margin

20.6 %

21.3 %

15.6 %

5.0pts

-0.7pts

Net (loss) profit

(1.78)

0.38

(0.66)

168.7 %

N/A

Non-GAAP net (loss)
   profit

(1.69)

0.51

(0.43)

295.9 %

N/A

Net (loss) profit
   attributable to
   ordinary shareholders

(1.78)

0.38

(0.66)

168.7 %

N/A

Non-GAAP net (loss)
   profit attributable to
   ordinary shareholders

(1.69)

0.51

(0.43)

295.9 %

N/A

Comprehensive (loss)
   profit attributable to
   ordinary shareholders

(2.06)

0.22

(0.69)

198.4 %

N/A


[ii] Except for vehicle margin and gross margin, where absolute changes instead of percentage changes are presented

 

Management Commentary

"Kickstarted by the successful launch of the GX, XPENG will deliver four new models this year, positioning us for a robust sales growth trajectory," said Mr. Xiaopeng He, Chairman and CEO of XPENG. "This year, I am dedicated to leading our team to achieve the mass production of Robotaxis and humanoid robots. We are nurturing a global business ecosystem to transform physical AI technologies into new growth drivers for revenue and profit."

"For the first quarter of 2026, our gross margin surpassed 20%. Our in-house technological innovation and surging international revenue enabled us to remain resilient through the industry's seasonal slowdown," added Dr. Hongdi Brian Gu, Vice Chairman and Co-President of XPENG. "We will accelerate the mass adoption and commercialization of physical AI applications as a corporate strategic priority."

Recent Developments

Deliveries in April 2026

  • Total deliveries were 31,011 vehicles in April 2026.

  • As of April 30, 2026, year-to-date total deliveries were 93,693 vehicles.

Launch of XPENG GX

On May 20, 2026, XPENG launched the XPENG GX, its tech flagship SUV.

Unaudited Financial Results for the Three Months Ended March 31, 2026

Total revenues were RMB13.03 billion (US$1.89 billion) for the first quarter of 2026, representing a decrease of 17.6% from RMB15.81 billion for the same period of 2025 and a decrease of 41.4% from RMB22.25 billion for the fourth quarter of 2025.

Revenues from vehicle sales were RMB11.00 billion (US$1.59 billion) for the first quarter of 2026, representing a decrease of 23.5% from RMB14.37 billion for the same period of 2025, and a decrease of 42.3% from RMB19.07 billion for the fourth quarter of 2025. The year-over-year and quarter-over-quarter decreases were mainly attributable to lower vehicle deliveries.

Revenues from services and others were RMB2.03 billion (US$0.29 billion) for the first quarter of 2026, representing an increase of 41.2% from RMB1.44 billion for the same period of 2025 and a decrease of 36.1% from RMB3.18 billion for the fourth quarter of 2025. The year-over-year increase was primarily attributable to increased revenues from technical research and development services ("technical R&D services") and parts and accessories sales. The quarter-over-quarter decrease was primarily due to the reduction in technical R&D services revenues following a significant milestone catch-up in the prior quarter, as well as no revenue contribution from carbon credit trading in the current quarter.

Cost of sales was RMB10.35 billion (US$1.50 billion) for the first quarter of 2026, representing a decrease of 22.5% from RMB13.35 billion for the same period of 2025 and a decrease of 40.9% from RMB17.51 billion for the fourth quarter of 2025. The year-over-year and quarter-over-quarter decreases were mainly in line with vehicle deliveries as described above.

Gross margin was 20.6% for the first quarter of 2026, compared with 15.6% for the same period of 2025 and 21.3% for the fourth quarter of 2025.

Vehicle margin was 12.1% for the first quarter of 2026, compared with 10.5% for the same period of 2025 and 13.0% for the fourth quarter of 2025. The year-over-year increase was primarily attributable to the cost reduction and improvement in product mix of models. The quarter-over-quarter decrease was due to higher unit vehicle costs resulting from increased memory chip and battery related costs.

Services and others margin was 66.5% for the first quarter of 2026, compared with 66.4% for the same period of 2025 and 70.8% for the fourth quarter of 2025. The quarter-over-quarter decrease was due to a decreased share of the revenue from technical R&D services and parts and accessories sales within total services and other revenue.

Research and development expenses were RMB2.91 billion (US$0.42 billion) for the first quarter of 2026, representing an increase of 46.8% from RMB1.98 billion for the same period of 2025 and an increase of 1.1% from RMB2.87 billion for the fourth quarter of 2025. The year-over-year increase was mainly due to higher expenses related to the development of new vehicle models and AI-related technologies as the Company expanded its product portfolio to support future growth.

Selling, general and administrative expenses were RMB1.88 billion (US$0.27 billion) for the first quarter of 2026, representing a decrease of 3.2% from RMB1.95 billion for the same period of 2025 and a decrease of 32.5% from RMB2.79 billion for the fourth quarter of 2025. The year-over-year and quarter-over-quarter decreases were primarily due to the lower commission to the franchised stores.

Other income, net was RMB0.18 billion (US$0.03 billion) for the first quarter of 2026, representing a decrease of 66.5% from RMB0.54 billion for the same period of 2025 and a decrease of 78.3% from RMB0.84 billion for the fourth quarter of 2025. The year-over-year and quarter-over-quarter decreases were primarily due to the decrease in receipt of government subsidies.

Fair value (loss) gain on derivative liability relating to the contingent consideration was a gain of RMB0.05 billion (US$0.01 billion) for the first quarter of 2026, compared with a loss of RMB0.12 billion for the same period of 2025 and a gain of RMB0.04 billion for the fourth quarter of 2025. This non-cash (loss) gain resulted from the fair value change of the contingent consideration related to the acquisition of DiDi Global Inc. ("DiDi")'s smart auto business.

Loss from operations was RMB1.87 billion (US$0.27 billion) for the first quarter of 2026, compared with RMB1.04 billion for the same period of 2025 and RMB0.04 billion for the fourth quarter of 2025.

Non-GAAP loss from operations, which excludes share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, was RMB1.78 billion (US$0.26 billion) for the first quarter of 2026, compared with a loss of RMB0.80 billion for the same period of 2025 and a profit of RMB0.08 billion for the fourth quarter of 2025.

Net loss was RMB1.78 billion (US$0.26 billion) for the first quarter of 2026, compared with a loss of RMB0.66 billion for the same period of 2025 and a profit of RMB0.38 billion for the fourth quarter of 2025.

Non-GAAP net loss, which excludes share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, was RMB1.69 billion (US$0.24 billion) for the first quarter of 2026, compared with a loss of RMB0.43 billion for the same period of 2025 and a profit of RMB0.51 billion for the fourth quarter of 2025.

Net loss attributable to ordinary shareholders of XPENG was RMB1.78 billion (US$0.26 billion) for the first quarter of 2026, compared with a loss of RMB0.66 billion for the same period of 2025 and a profit of RMB0.38 billion for the fourth quarter of 2025.

Non-GAAP net loss attributable to ordinary shareholders of XPENG, which excludes share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, was RMB1.69 billion (US$0.24 billion) for the first quarter of 2026, compared with a loss of RMB0.43 billion for the same period of 2025 and a profit of RMB0.51 billion for the fourth quarter of 2025.

Basic and diluted net loss per ADS were both RMB1.87 (US$0.27) for the first quarter of 2026, compared with RMB0.70 basic and diluted net loss per ADS for the first quarter of 2025 and RMB0.40 basic and diluted net profit per ADS for the fourth quarter of 2025.

Non-GAAP basic and diluted net loss per ADS were both RMB1.76 (US$0.26) for the first quarter of 2026, compared with RMB0.45 non-GAAP basic and diluted net loss per ADS for the first quarter of 2025 and RMB0.53 and RMB0.52 non-GAAP basic and diluted net profit per ADS for the fourth quarter of 2025, respectively.

Balance Sheets

As of March 31, 2026, the Company had a cash position of RMB42.09 billion (US$6.10 billion), compared with RMB45.28 billion as of March 31, 2025 and RMB47.66 billion as of December 31, 2025.

Business Outlook

For the second quarter of 2026, the Company expects:

  • Deliveries of vehicles to be between 100,000 and 106,000, representing a year-over-year change of approximately -3.08% to +2.73%, and a quarter-over-quarter increase of approximately 59.54% to 69.11%.
  • Total revenues to be between RMB19.60 billion and RMB20.80 billion, representing a year-over-year increase of approximately 7.25% to 13.82%, and a quarter-over-quarter increase of approximately 50.38% to 59.59%.

The above outlook is based on the current market conditions and reflects the Company's preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.

Conference Call

The Company's management will host an earnings conference call at 7:00 AM U.S. Eastern Time on May 28, 2026 (7:00 PM Beijing/Hong Kong Time on May 28, 2026).

For participants who wish to join the call by phone, please access the link provided below to complete the pre-registration process and dial in 5 minutes prior to the scheduled call start time. Upon registration, each participant will receive dial-in details to join the conference call.

Event Title:               XPENG First Quarter 2026 Earnings Conference Call
Pre-registration link: https://s1.c-conf.com/diamondpass/10054534-c1s7jl.html  

Additionally, a live and archived webcast of the conference call will be available on the Company's investor relations website at http://ir.xiaopeng.com.

A replay of the conference call will be accessible approximately an hour after the conclusion of the call until June 4, 2026, by dialing the following telephone numbers:

United States:

+1-855-883-1031

International:

+61-7-3107-6325

Hong Kong, China:

800-930-639

Chinese Mainland:

400-120-9216

Replay Access Code:

10054534

About XPENG

XPENG is a leading Chinese Smart EV and NEV company that designs, develops, manufactures, and markets Smart EVs and NEVs that appeal to the large and growing base of technology-savvy middle-class consumers. Its mission is to become a smart technology company trusted and loved by users worldwide. In order to optimize its customers' mobility experience, XPENG develops in-house its full-stack advanced driver-assistance system technology and in-car intelligent operating system, as well as core vehicle systems including powertrain and the electrical/electronic architecture. XPENG is headquartered in Guangzhou, China, with main offices in Beijing, Shanghai, Shenzhen, Silicon Valley and San Diego. The Company's Smart EVs and NEVs are mainly manufactured at its plants in Zhaoqing and Guangzhou, Guangdong province. For more information, please visit https://www.xpeng.com/.

Use of Non-GAAP Financial Measures

The Company uses non-GAAP measures, such as non-GAAP (loss) profit from operations, non-GAAP net (loss) profit, non-GAAP net (loss) profit attributable to ordinary shareholders, non-GAAP basic (loss) profit per ordinary share and non-GAAP basic (loss) profit per ADS, in evaluating its operating results and for financial and operational decision-making purposes. By excluding the impact of share-based compensation expenses and fair value loss (gain) on derivative liability relating to the contingent consideration, the Company believes that the non-GAAP financial measures help identify underlying trends in its business and enhance the overall understanding of the Company's past performance and future prospects. The Company also believes that the non-GAAP financial measures allow for greater visibility with respect to key metrics used by the Company's management in its financial and operational decision-making. The non-GAAP financial measures are not presented in accordance with U.S. GAAP and may be different from non-GAAP methods of accounting and reporting used by other companies. The non-GAAP financial measures have limitations as analytical tools and when assessing the Company's operating performance, investors should not consider them in isolation, or as a substitute for net (loss) profit or other consolidated statements of comprehensive (loss) profit data prepared in accordance with U.S. GAAP. The Company encourages investors and others to review its financial information in its entirety and not rely on a single financial measure. The Company mitigates these limitations by reconciling the non-GAAP financial measures to the most comparable U.S. GAAP performance measures, all of which should be considered when evaluating the Company's performance.

For more information on the non-GAAP financial measures, please see the table captioned "Unaudited Reconciliations of GAAP and non-GAAP Results" set forth in this announcement.

Exchange Rate Information

This announcement contains translations of certain RMB amounts into U.S. dollars at a specified rate solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars and from U.S. dollars to RMB are made at a rate of RMB6.8980 to US$1.00, the exchange rate on March 31, 2026, set forth in the H.10 statistical release of the Federal Reserve Board. The Company makes no representation that the RMB or U.S. dollar amounts referred to could be converted into U.S. dollars or RMB, as the case may be, at any particular rate or at all.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Statements that are not historical facts, including statements about XPENG's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: XPENG's goal and strategies; XPENG's expansion plans; XPENG's future business development, financial condition and results of operations; the trends in, and size of, China's EV market; XPENG's expectations regarding demand for, and market acceptance of, its products and services; XPENG's expectations regarding its relationships with customers, suppliers, third-party service providers, strategic partners and other stakeholders; general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in XPENG's filings with the United States Securities and Exchange Commission. All information provided in this announcement is as of the date of this announcement, and XPENG does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For Investor Enquiries
IR Department
XPeng Inc.
E-mail: ir@xiaopeng.com

Jenny Cai
Piacente Financial Communications
Tel: +1-212-481-2050 or +86-10-6508-0677
E-mail: xpeng@tpg-ir.com

For Media Enquiries
PR Department
XPeng Inc.
E-mail: pr@xiaopeng.com

 

XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

(All amounts in thousands, except for ADS/ordinary share and per ADS/ordinary share data)



December 31,


March 31,


March 31,


2025

RMB


2026

RMB


2026

US$

ASSETS


Current
assets

Cash and cash equivalents

17,329,612


14,460,430


2,096,322

Restricted cash

6,071,491


5,436,604


788,142

Short-term deposits

11,388,834


9,568,321


1,387,115

Restricted short-term deposits

296,277


1,223,833


177,419

Short-term investments

3,217,293


3,112,654


451,240

Long-term deposits, current portion

3,020,317


3,453,198


500,609

Restricted long-term deposits, current portion

600,472



Derivative assets


2,203


319

Accounts and notes receivable, net

1,996,917


1,078,429


156,339

Installment payment receivables, net,

current portion

3,553,054


3,213,713


465,891

Inventory

10,380,668


13,291,855


1,926,914

Amounts due from related parties

102,219


119,406


17,310

Prepayments and other current assets, net

5,296,673


5,707,084


827,353


Total current assets

63,253,827


60,667,730


8,794,973


Non-current assets

Long-term deposits

4,263,542


3,354,922


486,362

Restricted long-term deposits

1,468,708


1,476,815


214,093

Property, plant and equipment, net

13,527,237


17,421,250


2,525,551

Right-of-use assets, net

3,730,921


1,187,653


172,174

Intangible assets, net

4,253,168


4,120,041


597,281

Land use rights, net

3,216,526


3,491,040


506,095

Installment payment receivables, net

6,496,020


5,866,931


850,526

Long-term investments

2,523,037


2,817,726


408,484

Other non-current assets

429,644


408,481


59,217







Total non-current assets

39,908,803


40,144,859


5,819,783







Total assets

103,162,630


100,812,589


14,614,756








 

XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS
(CONTINUED)

(All amounts in thousands, except for ADS/ordinary share and per ADS/ordinary share data)




December 31,


  March 31,


March 31,



2025
RMB


2026
RMB


2026
US$

LIABILITIES







Current liabilities







Short-term borrowings


4,282,000


6,764,000


980,574

Accounts payable


18,001,675


13,077,399


1,895,825

Notes payable


19,161,724


17,817,244


2,582,958

Amounts due to related parties


1,064


2,532


367

Income taxes payable


44,682


25,921


3,758

Derivative liabilities


281,009


227,709


33,011

Operating lease liabilities, current portion


445,901


327,703


47,507

Finance lease liabilities, current portion


55,581


84,002


12,178

Deferred revenue, current portion


1,463,065


1,753,105


254,147

Long-term borrowings, current portion


1,837,950


790,251


114,562

Accruals and other liabilities


12,538,698


12,463,653


1,806,850








Total current liabilities


58,113,349


53,333,519


7,731,737








Non-current liabilities







Long-term borrowings


6,588,865


9,004,823


1,305,425

Operating lease liabilities


4,246,599


2,066,919


299,640

Finance lease liabilities


740,576


4,644,769


673,350

Deferred revenue


1,206,014


1,275,748


184,945

Deferred tax liabilities


330,353


330,353


47,891

Other non-current liabilities


1,568,284


1,696,838


245,990

Total non-current liabilities


14,680,691


19,019,450


2,757,241

Total liabilities


72,794,040


72,352,969


10,488,978








SHAREHOLDERS' EQUITY







Class A Ordinary shares


105


105


15

Class B Ordinary shares


21


21


3

Additional paid-in capital


71,236,011


71,385,560


10,348,733

Statutory and other reserves


137,720


151,302


21,934

Accumulated deficit


(42,767,710)


(44,565,392)


(6,460,625)

Accumulated other comprehensive income


1,762,443


1,488,024


215,718

Total shareholders' equity


30,368,590


28,459,620


4,125,778

Total liabilities and shareholders' equity


103,162,630


100,812,589


14,614,756

 

XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF
COMPREHENSIVE PROFIT/(LOSS)

(All amounts in thousands, except for ADS/ordinary share and per ADS/ordinary share data)



Three Months Ended


March 31,


December 31,


March 31,


      March 31,


2025
RMB


2025
RMB


2026
RMB


2026
US$

Revenues








Vehicle sales

14,369,298


19,072,174


10,999,321


1,594,567

Services and others

1,441,330


3,181,585


2,034,460


294,935

Total revenues

15,810,628


22,253,759


13,033,781


1,889,502

Cost of sales








Vehicle sales

(12,866,303)


(16,583,754)


(9,669,451)


(1,401,776)

Services and others

(484,795)


(928,199)


(681,737)


(98,831)

Total cost of sales

(13,351,098)


(17,511,953)


(10,351,188)


(1,500,607)

Gross profit

2,459,530


4,741,806


2,682,593


388,895

Operating expenses








Research and development expenses

(1,980,724)


(2,874,248)


(2,906,991)


(421,425)

Selling, general and administrative
   expenses

(1,946,064)


(2,792,254)


(1,883,438)


(273,041)

Other income, net

544,040


839,694


182,249


26,421

Fair value (loss) gain on derivative
   liability relating to the contingent 
   consideration

(118,229)


40,744


51,113


7,410

Total operating expenses, net

(3,500,977)


(4,786,064)


(4,557,067)


(660,635)

Loss from operations

(1,041,447)


(44,258)


(1,874,474)


(271,740)

Interest income

291,227


262,919


257,166


37,281

Interest expense

(128,935)


(76,485)


(164,994)


(23,919)

Fair value loss on derivative assets or
   derivative liabilities



(101)


(15)

Investment gain on long-term
   investments

79,653


265,364


169,117


24,517

Exchange gain (loss) from foreign
   currency transactions

130,448


(12,994)


(148,728)


(21,561)

Other non-operating income (expenses),
   net

20,275


22,173


(959)


(139)

(Loss) profit before income tax
   expenses
 and share of results of
   equity method investees

(648,779)


416,719


(1,762,973)


(255,576)

Income tax expenses

(7,991)


(22,128)


(9,251)


(1,341)

Share of results of equity method
   investees

(7,276)


(11,383)


(11,876)


(1,722)

Net (loss) profit

(664,046)


383,208


(1,784,100)


(258,639)

Net (loss) profit attributable to
   ordinary shareholders of XPeng Inc.

(664,046)


383,208


(1,784,100)


(258,639)

 

XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF
COMPREHENSIVE PROFIT/(LOSS) (CONTINUED)

(All amounts in thousands, except for ADS/ordinary share and per ADS/ordinary share data)



Three Months Ended


March 31,


December 31,


   March 31,


March 31, 


2025
RMB


2025
RMB


2026
RMB


2026
US$









Net (loss) profit

(664,046)


383,208


(1,784,100)


(258,639)

Other comprehensive loss








Foreign currency translation
   adjustment, net of tax

(25,710)


(166,194)


(274,419)


(39,782)

Total comprehensive (loss) profit
   attributable to XPeng Inc.

(689,756)


217,014


(2,058,519)


(298,421)

Comprehensive (loss) profit
   attributable to ordinary 
   shareholders of XPeng Inc.

(689,756)


217,014


(2,058,519)


(298,421)









Weighted average number of
   ordinary shares used in 
   computing net (loss) profit per
   ordinary share








Basic

1,899,365,591


1,908,651,262


1,910,568,643


1,910,568,643

Diluted

1,899,365,591


1,934,719,272


1,910,568,643


1,910,568,643









Net (loss) profit per ordinary share
   attributable to ordinary 
   shareholders








Basic

(0.35)


0.20


(0.93)


(0.14)

Diluted

(0.35)


0.20


(0.93)


(0.14)









Weighted average number of ADS
   used in computing net (loss) 
   profit per share








Basic

949,682,796


954,325,631


955,284,322


955,284,322

Diluted

949,682,796


967,359,636


955,284,322


955,284,322









Net (loss) profit per ADS
    attributable to ordinary
    shareholders








Basic

(0.70)


0.40


(1.87)


(0.27)

Diluted

(0.70)


0.40


(1.87)


(0.27)

 

XPENG INC.

UNAUDITED RECONCILIATIONS OF GAAP AND
NON-GAAP RESULTS

(All amounts in thousands, except for ADS/ordinary share and per ADS/ordinary share data)



Three Months Ended


March 31,


December 31,


March 31,


March 31,


2025
RMB


2025
RMB


2026
RMB


2026
US$









Loss from operations

(1,041,447)


(44,258)


(1,874,474)


(271,740)

Fair value loss (gain) on derivative liability
   relating to the contingent consideration

118,229


(40,744)


(51,113)


(7,410)

Share-based compensation expenses

120,028


162,629


149,549


21,680

Non-GAAP (loss) profit from operations

(803,190)


77,627


(1,776,038)


(257,470)

Net (loss) profit

(664,046)


383,208


(1,784,100)


(258,639)

Fair value loss (gain) on derivative liability
   relating to the contingent consideration

118,229


(40,744)


(51,113)


(7,410)

Share-based compensation expenses

120,028


162,629


149,549


21,680

Non-GAAP net (loss) profit

(425,789)


505,093


(1,685,664)


(244,369)









Net (loss) profit attributable to ordinary
   shareholders

(664,046)


383,208


(1,784,100)


(258,639)

Fair value loss (gain) on derivative liability
   relating to the contingent consideration

118,229


(40,744)


(51,113)


(7,410)

Share-based compensation expenses

120,028


162,629


149,549


21,680









Non-GAAP net (loss) profit attributable
   to ordinary shareholders of XPeng Inc.

(425,789)


505,093


(1,685,664)


(244,369)









Weighted average number of ordinary
   shares used in calculating Non-GAAP
   net (loss) profit per share








Basic

1,899,365,591


1,908,651,262


1,910,568,643


1,910,568,643

Diluted

1,899,365,591


1,934,719,272


1,910,568,643


1,910,568,643









Non-GAAP net (loss) profit per ordinary
   share








Basic

(0.22)


0.26


(0.88)


(0.13)

Diluted

(0.22)


0.26


(0.88)


(0.13)









Weighted average number of ADS used
   in calculating Non-GAAP net (loss)
   profit per share








Basic

949,682,796


954,325,631


955,284,322


955,284,322

Diluted

949,682,796


967,359,636


955,284,322


955,284,322

Non-GAAP net (loss) profit per ADS








Basic

(0.45)


0.53


(1.76)


(0.26)

Diluted

(0.45)


0.52


(1.76)


(0.26)

 

Cision View original content:https://www.prnewswire.com/news-releases/xpeng-reports-first-quarter-2026-unaudited-financial-results-302784231.html

SOURCE XPeng Inc.

FAQ

How did XPENG (XPEV) perform financially in Q1 2026?

XPENG reported Q1 2026 revenue of RMB13.03 billion and a net loss of RMB1.78 billion. According to XPENG, revenue fell 17.6% year-over-year, while gross margin improved to 20.6% and vehicle margin reached 12.1% despite lower deliveries.

What were XPENG (XPEV) vehicle deliveries in Q1 2026 and April 2026?

XPENG delivered 62,682 vehicles in Q1 2026 and 31,011 vehicles in April 2026. According to XPENG, Q1 deliveries decreased 33.3% year-over-year, while year-to-date deliveries reached 93,693 vehicles by April 30, 2026 across its expanding sales network.

How did XPENG (XPEV) margins change in Q1 2026?

XPENG’s Q1 2026 gross margin was 20.6% and vehicle margin was 12.1%. According to XPENG, gross margin increased from 15.6% a year earlier, and vehicle margin rose from 10.5%, mainly reflecting cost reductions and product mix changes.

What guidance did XPENG (XPEV) give for Q2 2026 deliveries and revenue?

XPENG expects Q2 2026 deliveries of 100,000–106,000 vehicles and revenue of RMB19.60–20.80 billion. According to XPENG, this implies approximately -3.08% to +2.73% year-over-year delivery change and 7.25%–13.82% year-over-year revenue growth.

What is XPENG (XPEV)’s cash position after Q1 2026?

XPENG reported a cash position of RMB42.09 billion (US$6.10 billion) as of March 31, 2026. According to XPENG, this compares with RMB45.28 billion a year earlier and RMB47.66 billion at December 31, 2025, reflecting reduced cash balances.

How did XPENG (XPEV) operating expenses evolve in Q1 2026?

XPENG’s Q1 2026 R&D expenses were RMB2.91 billion, up 46.8% year-over-year, while SG&A expenses were RMB1.88 billion, down 3.2%. According to XPENG, higher R&D relates to new models and AI technologies; SG&A benefited from lower commissions.

What new models and strategic initiatives did XPENG (XPEV) highlight for 2026?

XPENG highlighted the launch of its XPENG GX tech flagship SUV and plans for four new models in 2026. According to XPENG, it is also targeting mass production of Robotaxis and humanoid robots to support future revenue and profit growth.