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XPENG Reports Second Quarter 2026 Unaudited Financial Results

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XPENG (NYSE:XPEV) reported unaudited Q2 2026 results with total revenues of RMB19.74 billion (US$2.91 billion), up 8.0% year-over-year and 51.5% quarter-over-quarter. Vehicle sales revenue reached RMB17.05 billion, while services and others revenue rose to RMB2.70 billion, aided by technical R&D services and parts sales.

Gross profit was RMB4.08 billion, with gross margin at 20.7%. Vehicle margin was 12.1% and services and others margin 75.1%. XPENG posted a net loss of RMB1.34 billion and non-GAAP net loss of RMB1.24 billion. Cash position stood at RMB40.48 billion. Q2 deliveries were 103,295 vehicles, and July deliveries were 38,027. A Dogotix subsidiary share subscription agreement was signed for US$900 million. For Q3 2026, XPENG guides deliveries of 115,000–121,000 and revenues of RMB21.7–23.4 billion.

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Positive

  • Total revenues RMB19.74 billion, up 8.0% YoY and 51.5% QoQ
  • Gross profit RMB4.08 billion, with gross margin improving to 20.7%
  • Services and others revenue RMB2.70 billion, up 93.9% YoY
  • Non-GAAP net loss RMB1.24 billion, improved from RMB1.69 billion in Q1 2026
  • Cash position RMB40.48 billion as of June 30, 2026
  • Dogotix share subscription US$900 million agreed for newly issued shares
  • Q3 2026 guidance deliveries 115,000–121,000 and revenue RMB21.7–23.4 billion

Negative

  • Net loss RMB1.34 billion, widening from RMB0.48 billion in Q2 2025
  • Non-GAAP net loss RMB1.24 billion, up from RMB0.39 billion a year earlier
  • Vehicle margin 12.1%, down from 14.3% in Q2 2025
  • R&D expenses RMB2.91 billion, up 32.1% year-over-year
  • Selling, general and administrative expenses RMB2.50 billion, up 15.2% YoY and 32.5% QoQ
  • Cash position declined to RMB40.48 billion from RMB42.09 billion in Q1 2026
  • Other income RMB0.14 billion, down 42.2% YoY due to lower government subsidies

News Explained

XPENG’s Dogotix subsidiary has entered—not completed—a conditional agreement to issue new shares to subscribers for US$900 million; if completed, the cash would be raised by Dogotix and its ownership structure would change, rather than this release documenting a completed financing by XPENG itself.

Market Reaction – XPEV

-2.79% $11.85 14.6x vol
15m delay
-2.79% Vs previous close
$11.85 Last Price
$11.42 $12.77 Day Range
$11.34B Market Cap
14.6x Rel. Volume

Following this news, XPEV has declined 2.79%, reflecting a moderate negative market reaction. Our momentum scanner has triggered 14 alerts so far, indicating notable trading interest and price volatility. The stock is currently trading at $11.85. Trading volume is exceptionally heavy at 14.6x the average, suggesting significant selling pressure.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Market Context

The earnings-tag history showed an average 24-hour move of -0.3%, adding a cautious market-context l...
Analysis

The earnings-tag history showed an average 24-hour move of -0.3%, adding a cautious market-context lens to this report. The losses and guidance range warrant monitoring, while low short positioning provides a relatively low short-positioning risk signal.

Key Figures

Total deliveries: 103,295 vehicles Total revenues: RMB19.74 billion Gross margin: 20.7% +5 more
8 metrics
Total deliveries 103,295 vehicles Q2 2026; 0.1% increase from Q2 2025
Total revenues RMB19.74 billion Q2 2026; 8.0% YoY increase and 51.5% QoQ increase
Gross margin 20.7% Q2 2026; compared with 17.3% in Q2 2025
Vehicle margin 12.1% Q2 2026; compared with 14.3% in Q2 2025
Net loss RMB1.34 billion Q2 2026; compared with RMB0.48 billion in Q2 2025
Cash position RMB40.48 billion As of June 30, 2026; compared with RMB42.09 billion as of March 31, 2026
Dogotix subscription price US$900 million Dogotix share purchase agreement
Q3 revenue outlook RMB21.7 billion to RMB23.4 billion Q3 2026 company outlook

Previous Earnings Reports

5 past events · Latest: May 28 (Negative)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 28 Q1 earnings report Negative -0.1% Revenue declined year-over-year while vehicle deliveries fell and net loss widened.
Mar 20 FY2025 earnings report Positive -8.4% Record deliveries, revenue growth, margin expansion and quarterly net profit were reported.
Nov 17 Q3 earnings report Positive -10.3% Deliveries, revenue and gross margin increased year-over-year despite a reported net loss.
Aug 19 Q2 earnings report Positive +4.2% Record revenue, stronger margins and a narrower net loss were reported.
May 21 Q1 earnings report Positive +13.0% Revenue and deliveries surged while margins improved and net loss narrowed.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Earnings reactions were mixed: three aligned with release sentiment and two diverged, including negative reactions to two positive reports.

Key Terms

cash position, gross margin, non-gaap, derivative liability
4 terms
cash position financial
"Cash position was RMB40.48 billion (US$5.97 billion) as of June 30, 2026"
The cash position is the amount of cash and very short-term, highly liquid assets a company has on hand at a given time, often shown on the balance sheet as cash and cash equivalents. It matters to investors because it shows how easily the company can pay bills, fund operations or weather setbacks — similar to how a household’s checking account reflects immediate spending power and short-term financial safety.
gross margin financial
"Gross margin was 20.7% for the second quarter of 2026"
Gross margin is the difference between how much money a company makes from selling its products and how much it costs to produce them, expressed as a percentage of sales. It shows how efficiently a company is turning sales into profit before other expenses like marketing or salaries. Higher gross margin means the company keeps more money from each sale, which is a good sign of financial health.
View in glossary
non-gaap financial
"Non-GAAP net loss was RMB1.24 billion (US$0.18 billion)"
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.
View in glossary
derivative liability financial
"fair value 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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • Cash position[i] was RMB40.48 billion (US$5.97 billion) as of June 30, 2026
  • Quarterly total revenues were RMB19.74 billion, a 51.5% increase quarter-over-quarter
  • Quarterly gross margin was 20.7%, an increase of 3.4 percentage points over the same period of 2025
  • Quarterly vehicle margin was 12.1%, remained relatively stable quarter-over-quarter

GUANGZHOU, China, Aug. 24, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global Physical AI company, today announced its unaudited financial results for the three months ended June 30, 2026.

Operational and Financial Highlights for the Three Months Ended June 30, 2026


2026Q2

2026Q1

2025Q4

2025Q3

2025Q2

2025Q1








Total deliveries

103,295

62,682

116,249

116,007

103,181

94,008

 

  • Total deliveries of vehicles were 103,295 for the second quarter of 2026, representing an increase of 0.1% from 103,181 in the corresponding period of 2025.

  • XPENG's physical sales network had a total of 740 stores, covering 257 cities as of June 30, 2026.

  • XPENG self-operated charging station network reached 3,780 stations, including 2,720 XPENG ultra-fast charging stations as of June 30, 2026.

  • Total revenues were RMB19.74 billion (US$2.91 billion) for the second quarter of 2026, representing an increase of 8.0% from the same period of 2025, and an increase of 51.5% from the first quarter of 2026.

  • Revenues from vehicle sales were RMB17.05 billion (US$2.51 billion) for the second quarter of 2026, representing an increase of 1.0% from the same period of 2025, and an increase of 55.0% from the first quarter of 2026.

  • Gross margin was 20.7% for the second quarter of 2026, compared with 17.3% for the same period of 2025 and 20.6% for the first quarter of 2026.

  • Vehicle margin, which is gross profit of vehicle sales as a percentage of vehicle sales revenue, was 12.1% for the second quarter of 2026, compared with 14.3% for the same period of 2025 and 12.1% for the first quarter of 2026.

  • Net loss was RMB1.34 billion (US$0.20 billion) for the second quarter of 2026, compared with a loss of RMB0.48 billion for the same period of 2025 and a loss of RMB1.78 billion for the first quarter of 2026. Excluding share-based compensation expenses and fair value gain on derivative liability relating to the contingent consideration, non-GAAP net loss was RMB1.24 billion (US$0.18 billion) for the second quarter of 2026, compared with a loss of RMB0.39 billion for the same period of 2025 and a loss of RMB1.69 billion for the first quarter of 2026.

  • Net loss attributable to ordinary shareholders of XPENG was RMB1.34 billion (US$0.20 billion) for the second quarter of 2026, compared with a loss of RMB0.48 billion for the same period of 2025 and a loss of RMB1.78 billion for the first quarter of 2026. Excluding share-based compensation expenses and fair value gain on derivative liability relating to the contingent consideration, non-GAAP net loss attributable to ordinary shareholders of XPENG was RMB1.24 billion (US$0.18 billion) for the second quarter of 2026, compared with a loss of RMB0.39 billion for the same period of 2025 and a loss of RMB1.69 billion for the first quarter of 2026.

  • Basic and diluted net loss per American depositary share (ADS) were both RMB1.40 (US$0.21) and basic and diluted net loss per ordinary share were both RMB0.70 (US$0.10) for the second quarter of 2026. Each ADS represents two Class A ordinary shares.

  • Non-GAAP basic and diluted net loss per ADS were both RMB1.29 (US$0.19), and non-GAAP basic and diluted net loss per ordinary share were both RMB0.65 (US$0.10) for the second quarter of 2026.

  • Cash position was RMB40.48 billion (US$5.97 billion) as of June 30, 2026, compared with RMB42.09 billion as of March 31, 2026.

 

[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]


June 30,

March 31,

June 30,



2026

2026

2025

YoY

QoQ

Vehicle sales

17.05

11.00

16.88

1.0 %

55.0 %

Vehicle margin

12.1 %

12.1 %

14.3 %

-2.2 pts

0.0 pts

Total revenues

19.74

13.03

18.27

8.0 %

51.5 %

Gross profit

4.08

2.68

3.17

28.9 %

52.2 %

Gross margin

20.7 %

20.6 %

17.3 %

3.4 pts

0.1 pts

Net loss

1.34

1.78

0.48

179.9 %

-25.1 %

Non-GAAP net loss

1.24

1.69

0.39

221.1 %

-26.6 %

Net loss attributable to ordinary
    shareholders

1.34

1.78

0.48

179.9 %

-25.1 %

Non-GAAP net loss attributable
    to ordinary shareholders

1.24

1.69

0.39

221.1 %

-26.6 %

Comprehensive loss attributable
    to ordinary shareholders

1.60

2.06

0.49

223.4 %

-22.4 %









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

 

Management Commentary

"The back-to-back success of the GX and MONA L03 gives us greater confidence in our upcoming new models, as we translate our leading edge in smart technologies and design into more blockbuster products and stronger brand momentum," said Mr. Xiaopeng He, Chairman and CEO of XPENG. "The development of the mass-production version of XPENG's humanoid robot has recently reached several significant milestones. I believe XPENG will not only build one of China's most valuable humanoid robotics companies, but also become a global leader in physical AI, spearheading the large-scale adoption and commercialization of advanced general-purpose humanoid robots and autonomous driving technologies in China and overseas."

"During the second quarter of 2026, our operations remained resilient despite industry-wide cost pressures. Driven by breakthroughs in our premiumization and globalization efforts, our gross margin continued to exceed 20%," added Dr. Hongdi Brian Gu, Vice Chairman and Co-President of XPENG. "I expect the mass production and commercialization of physical AI technologies to accelerate over the coming year, generating meaningful gross profit growth to support our continued R&D investment in physical AI."

Recent Developments

Deliveries in July 2026

  • Total deliveries were 38,027 vehicles in July 2026.

  • As of July 31, 2026, year-to-date total deliveries were 204,004 vehicles.

Launch of MONA L03

On July 16, 2026, XPENG held the global launch event of MONA L03, the Next-Gen AI SUV Coupe, in Munich, Germany.

Entering into the Dogotix Share Purchase Agreement

On August 24, 2026, Dogotix Inc. (a subsidiary of the Company) entered into a share purchase agreement (the "Dogotix Share Purchase Agreement") with, among others, certain subscribers, pursuant to which such subscribers conditionally agreed to subscribe for certain shares to be newly issued by Dogotix Inc. at an aggregate purchase price of US$900 million. For details, please refer to the announcement of the Company dated August 24, 2026, in relation to, among others, the Dogotix Share Purchase Agreement.

Unaudited Financial Results for the Three Months Ended June 30, 2026

Total revenues were RMB19.74 billion (US$2.91 billion) for the second quarter of 2026, representing an increase of 8.0% from RMB18.27 billion for the same period of 2025 and an increase of 51.5% from RMB13.03 billion for the first quarter of 2026.

Revenues from vehicle sales were RMB17.05 billion (US$2.51 billion) for the second quarter of 2026, representing an increase of 1.0% from RMB16.88 billion for the same period of 2025, and an increase of 55.0% from RMB11.00 billion for the first quarter of 2026. The quarter-over-quarter increase was mainly attributable to higher vehicle deliveries.

Revenues from services and others were RMB2.70 billion (US$0.40 billion) for the second quarter of 2026, representing an increase of 93.9% from RMB1.39 billion for the same period of 2025 and an increase of 32.6% from RMB2.03 billion for the first quarter of 2026. The year-over-year and quarter-over-quarter increases were primarily attributable to increased revenues from (i) technical research and development services ("technical R&D services") rendered to a car manufacturer (the "Manufacturer") with the successful achievement of certain key milestones in the current period, under the agreement entered into with the Manufacturer; and (ii) parts and accessories sales.

Cost of sales was RMB15.66 billion (US$2.31 billion) for the second quarter of 2026, representing an increase of 3.7% from RMB15.11 billion for the same period of 2025 and an increase of 51.3% from RMB10.35 billion for the first quarter of 2026. The quarter-over-quarter increase was mainly in line with vehicle deliveries as described above.

Gross margin was 20.7% for the second quarter of 2026, compared with 17.3% for the same period of 2025 and 20.6% for the first quarter of 2026.

Vehicle margin was 12.1% for the second quarter of 2026, compared with 14.3% for the same period of 2025 and 12.1% for the first quarter of 2026. The year-over-year decrease was due to product generation transition.

Services and others margin was 75.1% for the second quarter of 2026, compared with 53.6% for the same period of 2025 and 66.5% for the first quarter of 2026. The year-over-year and quarter-over-quarter increases were attributable to the aforementioned revenue from technical R&D services and parts and accessories sales.

Research and development expenses were RMB2.91 billion (US$0.43 billion) for the second quarter of 2026, representing an increase of 32.1% from RMB2.21 billion for the same period of 2025 and an increase of 0.3% from RMB2.91 billion for the first quarter of 2026. 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 RMB2.50 billion (US$0.37 billion) for the second quarter of 2026, representing an increase of 15.2% from RMB2.17 billion for the same period of 2025 and an increase of 32.5% from RMB1.88 billion for the first quarter of 2026. The year-over-year increase was primarily due to higher marketing and advertising expenses. The quarter-over-quarter increase was primarily due to the higher commission to the franchised stores and higher marketing and advertising expenses.

Other income, net was RMB0.14 billion (US$0.02 billion) for the second quarter of 2026, representing a decrease of 42.2% from RMB0.24 billion for the same period of 2025 and a decrease of 24.7% from RMB0.18 billion for the first quarter of 2026. The year-over-year and quarter-over-quarter decreases were primarily due to the decrease in receipt of government subsidies.

Fair value gain on derivative liability relating to the contingent consideration was a gain of RMB0.05 billion (US$0.01 billion) for the second quarter of 2026, compared with a gain of RMB0.03 billion for the same period of 2025 and a gain of RMB0.05 billion for the first quarter of 2026. This non-cash 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 RMB1.14 billion (US$0.17 billion) for the second quarter of 2026, compared with RMB0.93 billion for the same period of 2025 and RMB1.87 billion for the first quarter of 2026.

Non-GAAP loss from operations, which excludes share-based compensation expenses and fair value gain on derivative liability relating to the contingent consideration, was RMB1.04 billion (US$0.15 billion) for the second quarter of 2026, compared with a loss of RMB0.84 billion for the same period of 2025 and a loss of RMB1.78 billion for the first quarter of 2026.

Net loss was RMB1.34 billion (US$0.20 billion) for the second quarter of 2026, compared with a loss of RMB0.48 billion for the same period of 2025 and a loss of RMB1.78 billion for the first quarter of 2026.

Non-GAAP net loss, which excludes share-based compensation expenses and fair value gain on derivative liability relating to the contingent consideration, was RMB1.24 billion (US$0.18 billion) for the second quarter of 2026, compared with a loss of RMB0.39 billion for the same period of 2025 and a loss of RMB1.69 billion for the first quarter of 2026.

Net loss attributable to ordinary shareholders of XPENG was RMB1.34 billion (US$0.20 billion) for the second quarter of 2026, compared with a loss of RMB0.48 billion for the same period of 2025 and a loss of RMB1.78 billion for the first quarter of 2026.

Non-GAAP net loss attributable to ordinary shareholders of XPENG, which excludes share-based compensation expenses and fair value gain on derivative liability relating to the contingent consideration, was RMB1.24 billion (US$0.18 billion) for the second quarter of 2026, compared with a loss of RMB0.39 billion for the same period of 2025 and a loss of RMB1.69 billion for the first quarter of 2026.

Basic and diluted net loss per ADS were both RMB1.40 (US$0.21) for the second quarter of 2026, compared with RMB0.50 basic and diluted net loss per ADS for the second quarter of 2025 and RMB1.87 basic and diluted net loss per ADS for the first quarter of 2026.

Non-GAAP basic and diluted net loss per ADS were both RMB1.29 (US$0.19) for the second quarter of 2026, compared with RMB0.41 non-GAAP basic and diluted net loss per ADS for the second quarter of 2025 and RMB1.76 non-GAAP basic and diluted net loss per ADS for the first quarter of 2026.

Balance Sheets

As of June 30, 2026, the Company had a cash position of RMB40.48 billion (US$5.97 billion), compared with RMB42.09 billion as of March 31, 2026.

Business Outlook

For the third quarter of 2026, the Company expects:

  • Deliveries of vehicles to be between 115,000 and 121,000, representing a year-over-year change of approximately -0.87% to +4.30%, and a quarter-over-quarter increase of approximately 11.33% to 17.14%.

  • Total revenues to be between RMB21.7 billion and RMB23.4 billion, representing a year-over-year increase of approximately 6.47% to 14.81%, and a quarter-over-quarter increase of approximately 9.91% to 18.52%.

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 8:00 AM U.S. Eastern Time on August 24, 2026 (8:00 PM Beijing/Hong Kong Time on August 24, 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 Second Quarter 2026 Earnings Conference Call
Pre-registration link:  https://s1.c-conf.com/diamondpass/10056093-aweri7.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 September 1, 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:

10056093

 

About XPENG

XPENG is a leading global Physical AI company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. Through in-house R&D, XPENG has developed a full-stack Physical AI architecture spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. This unified technology foundation of XPENG powers an expansive product portfolio of smart EVs, robotaxis, and humanoid robots, advancing the deployment of Physical AI at scale. Headquartered in Guangzhou, China, XPENG is dual-primary listed on the New York Stock Exchange and the Hong Kong Stock Exchange. With global capabilities across R&D, manufacturing, sales, and services, XPENG drives continuous technological innovation and fosters an open Physical AI ecosystem, making life smarter, safer, and better for users worldwide. 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 from operations, non-GAAP net loss, non-GAAP net loss attributable to ordinary shareholders, non-GAAP basic loss per ordinary share and non-GAAP basic loss 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 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 or other consolidated statements of comprehensive loss 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 RMB6.79 to US$1.00, the exchange rate on June 30, 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,


  June 30,

June 30,


2025

RMB


2026

RMB


2026

US$

ASSETS






Current assets






Cash and cash equivalents

17,329,612


14,238,387


2,098,479

Restricted cash

6,071,491


6,924,327


1,020,520

Short-term deposits

11,388,834


7,780,960


1,146,772

Restricted short-term deposits

296,277


1,207,694


177,992

Short-term investments

3,217,293


1,537,877


226,655

Long-term deposits, current portion

3,020,317


4,485,471


661,077

Restricted long-term deposits, current portion

600,472



Derivative assets


46,884


6,910

Accounts and notes receivable, net

1,996,917


1,140,279


168,056

Installment payment receivables, net,

   current portion

3,553,054


3,729,175


549,612

Inventory

10,380,668


13,729,266


2,023,443

Amounts due from related parties

102,219


165,426


24,381

Prepayments and other current assets, net

5,296,673


6,519,738


960,889

Total current assets

63,253,827


61,505,484


9,064,786







Non-current assets






Long-term deposits

4,263,542


2,815,695


414,982

Restricted long-term deposits

1,468,708


1,488,663


219,402

Property, plant and equipment, net

13,527,237


17,874,208


2,634,332

Right-of-use assets, net

3,730,921


1,172,310


172,777

Intangible assets, net

4,253,168


3,985,127


587,335

Land use rights, net

3,216,526


3,475,115


512,169

Installment payment receivables, net

6,496,020


6,145,671


905,760

Long-term investments

2,523,037


2,708,224


399,143

Other non-current assets

429,644


415,819


61,284







Total non-current assets

39,908,803


40,080,832


5,907,184







Total assets

103,162,630


101,586,316


14,971,970

 

 


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, 


June 30, 


June 30, 



2025


2026


2026



RMB 


 RMB 


US$ 

LIABILITIES







Current liabilities







Short-term borrowings


4,282,000


10,070,000


1,484,134

Accounts payable


18,001,675


15,721,318


2,317,036

Notes payable


19,161,724


13,993,642


2,062,408

Amounts due to related parties


1,064


397


59

Income taxes payable


44,682


65,560


9,662

Derivative liabilities


281,009


199,834


29,452

Operating lease liabilities, current portion


445,901


305,387


45,008

Finance lease liabilities, current portion


55,581


75,910


11,188

Deferred revenue, current portion


1,463,065


1,698,642


250,349

Long-term borrowings, current portion


1,837,950


706,156


104,075

Accruals and other liabilities


12,538,698


12,468,572


1,837,640

Total current liabilities


58,113,349


55,305,418


8,151,011


Non-current liabilities







Long-term borrowings


6,588,865


8,983,337


1,323,980

Operating lease liabilities


4,246,599


2,068,806


304,904

Finance lease liabilities


740,576


4,649,369


685,232

Deferred revenue


1,206,014


1,354,301


199,599

Deferred tax liabilities


330,353


330,341


48,686

Other non-current liabilities


1,568,284


1,885,892


277,946

Total non-current liabilities


14,680,691


19,272,046


2,840,347

Total liabilities


72,794,040


74,577,464


10,991,358








SHAREHOLDERS' EQUITY







Class A Ordinary shares


105


106


16

Class B Ordinary shares


21


21


3

Additional paid-in capital


71,236,011


71,532,962


10,542,654

Statutory and other reserves


137,720


161,535


23,807

Accumulated deficit


(42,767,710)


(45,912,689)


(6,766,693)

Accumulated other comprehensive income


1,762,443


1,226,917


180,825

Total shareholders' equity


30,368,590


27,008,852


3,980,612

Total liabilities and shareholders' equity


103,162,630


101,586,316


14,971,970

 

 

 

XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF

COMPREHENSIVE LOSS

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



Three Months Ended


June 30, 


March 31, 


June 30, 


      June 30, 


2025


2026


2026


2026


RMB 


RMB 


RMB 


    US$ 

Revenues








Vehicle sales

16,883,696


10,999,321


17,046,476


2,512,340

Services and others

1,390,709


2,034,460


2,697,117


397,506

Total revenues

18,274,405


13,033,781


19,743,593


2,909,846

Cost of sales








Vehicle sales

(14,461,688)


(9,669,451)


(14,987,590)


(2,208,897)

Services and others

(645,387)


(681,737)


(672,521)


(99,117)

Total cost of sales

(15,107,075)


(10,351,188)


(15,660,111)


(2,308,014)

Gross profit

3,167,330


2,682,593


4,083,482


601,832

Operating expenses








Research and development expenses

(2,206,144)


(2,906,991)


(2,914,440)


(429,535)

Selling, general and administrative
    expenses

(2,167,241)


(1,883,438)


(2,496,484)


(367,936)

Other income, net

237,402


182,249


137,250


20,228

Fair value gain on derivative liability
    relating to the contingent
    consideration

34,004


51,113


47,662


7,025

Total operating expenses, net

(4,101,979)


(4,557,067)


(5,226,012)


(770,218)

Loss from operations

(934,649)


(1,874,474)


(1,142,530)


(168,386)

Interest income

308,224


257,166


216,746


31,944

Interest expenses

(75,161)


(164,994)


(124,473)


(18,345)

Fair value (loss) gain on derivative
   assets or derivative liabilities


(101)


36,969


5,449

Investment gain (loss) on long-term
   investments

24,401


169,117


(140,377)


(20,689)

Exchange gain (loss) from foreign
   currency transactions

142,684


(148,728)


(125,295)


(18,466)

Other non-operating income (expenses),
   net

3,454


(959)


12,401


1,828









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

(531,047)


(1,762,973)


(1,266,559)


(186,665)

Income tax benefit (expenses)

9,421


(9,251)


(74,281)


(10,948)

Share of results of equity method
   investees

43,872


(11,876)


3,776


557

Net loss

(477,754)


(1,784,100)


(1,337,064)


(197,056)

Net loss attributable to ordinary
   shareholders of XPeng Inc.

(477,754)


(1,784,100)


(1,337,064)


(197,056)


XPENG INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF
COMPREHENSIVE LOSS (CONTINUED)

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




Three Months Ended


June 30, 


March 31, 


   June 30, 


June 30, 


2025


2026


2026


2026


RMB 


RMB 


RMB 


US$ 









Net loss

(477,754)


(1,784,100)


(1,337,064)


(197,056)

Other comprehensive loss








Foreign currency translation
    adjustment, net of tax

(16,414)


(274,419)


(261,107)


(38,482)









Total comprehensive loss
    attributable to XPeng Inc.

(494,168)


(2,058,519)


(1,598,171)


(235,538)









Comprehensive loss attributable to
    ordinary shareholders of XPeng
    Inc.

(494,168)


(2,058,519)


(1,598,171)


(235,538)









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








Basic and diluted

1,902,441,632


1,910,568,643


1,912,734,380


1,912,734,380









Net loss per ordinary share
    attributable to ordinary
    shareholders








Basic and diluted

(0.25)


(0.93)


(0.70)


(0.10)









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








Basic and diluted

951,220,816


955,284,322


956,367,190


956,367,190









Net loss per ADS attributable to
   ordinary shareholders








Basic and diluted

(0.50)


(1.87)


(1.40)


(0.21)

 

 

 

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


June 30, 


March 31, 


June 30, 


June 30, 


2025


2026


2026


2026


RMB 


RMB 


RMB 


US$ 









Loss from operations

(934,649)


(1,874,474)


(1,142,530)


(168,386)

Fair value gain on derivative liability
    relating to the contingent consideration

(34,004)


(51,113)


(47,662)


(7,025)

Share-based compensation expenses

126,475


149,549


147,403


21,725

Non-GAAP loss from operations

(842,178)


(1,776,038)


(1,042,789)


(153,686)

Net loss

(477,754)


(1,784,100)


(1,337,064)


(197,056)

Fair value gain on derivative liability
    relating to the contingent consideration

(34,004)


(51,113)


(47,662)


(7,025)

Share-based compensation expenses

126,475


149,549


147,403


21,725

Non-GAAP net loss

(385,283)


(1,685,664)


(1,237,323)


(182,356)









Net loss attributable to ordinary
    shareholders

(477,754)


(1,784,100)


(1,337,064)


(197,056)

Fair value gain on derivative liability
    relating to the contingent consideration

(34,004)


(51,113)


(47,662)


(7,025)

Share-based compensation expenses

126,475


149,549


147,403


21,725









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

(385,283)


(1,685,664)


(1,237,323)


(182,356)









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








Basic and diluted

1,902,441,632


1,910,568,643


1,912,734,380


1,912,734,380









Non-GAAP net loss per ordinary share








Basic and diluted

(0.20)


(0.88)


(0.65)


(0.10)









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








Basic and diluted

951,220,816


955,284,322


956,367,190


956,367,190

Non-GAAP net loss per ADS








Basic and diluted

(0.41)


(1.76)


(1.29)


(0.19)

 

 

Cision View original content:https://www.prnewswire.com/news-releases/xpeng-reports-second-quarter-2026-unaudited-financial-results-302858198.html

SOURCE XPeng Inc.

FAQ

What were XPENG (NYSE:XPEV) Q2 2026 revenues and net loss?

XPENG reported Q2 2026 revenues of RMB19.74 billion and a net loss of RMB1.34 billion. According to XPENG, non-GAAP net loss was RMB1.24 billion, reflecting higher R&D and SG&A expenses despite stronger gross profit and expanding services and others revenue.

How many vehicles did XPENG deliver in Q2 2026 and July 2026?

XPENG delivered 103,295 vehicles in Q2 2026 and 38,027 vehicles in July 2026. According to XPENG, year-to-date deliveries reached 204,004 vehicles as of July 31, 2026, supported by its 740-store sales network and 3,780 self-operated charging stations.

What was XPENG's cash position as of June 30, 2026?

XPENG held a cash position of RMB40.48 billion (US$5.97 billion) as of June 30, 2026. According to XPENG, this compares with RMB42.09 billion as of March 31, 2026 and includes cash, equivalents, restricted cash, short-term investments and time deposits.

What guidance did XPENG give for Q3 2026 deliveries and revenue?

For Q3 2026, XPENG expects deliveries of 115,000–121,000 vehicles and revenues of RMB21.7–23.4 billion. According to XPENG, this implies year-over-year revenue growth of about 6.47%–14.81% and quarter-over-quarter growth of about 9.91%–18.52%, based on current conditions.

What is the Dogotix share purchase agreement announced by XPENG on August 24, 2026?

On August 24, 2026, XPENG subsidiary Dogotix entered a share purchase agreement for US$900 million of newly issued shares. According to XPENG, certain subscribers conditionally agreed to subscribe for these Dogotix shares, providing substantial capital at the subsidiary level, subject to the agreement’s conditions.

How did XPENG's margins perform in Q2 2026 compared with Q2 2025?

XPENG’s Q2 2026 gross margin was 20.7%, up from 17.3% a year earlier, while vehicle margin declined to 12.1% from 14.3%. According to XPENG, services and others margin improved significantly to 75.1% from 53.6%, helped by technical R&D services and parts sales.

How did XPENG's operating expenses change in Q2 2026 year-over-year?

R&D expenses reached RMB2.91 billion, up 32.1% year-over-year, and SG&A expenses were RMB2.50 billion, up 15.2%. According to XPENG, higher spending was mainly driven by new vehicle and AI-related development, plus increased marketing, advertising and commissions to franchised stores.