VinFast (NASDAQ: VFS) reports 115,916 EV deliveries and 72% growth in H1 2026
Rhea-AI Filing Summary
VinFast Auto Ltd. reported preliminary domestic Vietnam deliveries of 17,955 electric vehicles in June 2026 and a record 115,916 EVs in the first half of 2026. This first-half volume represents a 72% increase compared to the same period last year and is described as the first time an automotive brand has exceeded 100,000 vehicle deliveries in the first half of a calendar year in Vietnam.
In June, Limo Green was the top model with 3,868 deliveries, followed by VF 3 with 3,550, VF 5 and Herio Green combined with 3,364, VF 6 with 2,988, VF 7 with 1,437 and VF MPV 7 with 1,254. For the first half of 2026, Limo Green and VF 3 reached 27,927 and 23,781 deliveries, respectively. VinFast also highlighted the launch of the VF 2 compact urban EV in Vietnam, with deliveries expected to begin in September 2026, and noted that delivery figures are preliminary and one of several measures of performance.
Positive
- First-half EV deliveries reached 115,916 units in Vietnam, a 72% year-over-year increase, which the company describes as a record for any automotive brand in the country for a calendar-year first half.
Negative
- None.
Insights
Strong domestic EV delivery growth with a broadened model lineup.
VinFast reports 115,916 domestic EV deliveries in the first half of 2026, a 72% increase versus the prior-year period. Management characterizes this as a record for any automotive brand in Vietnam for a calendar-year first half.
Volume is spread across several models, led by Limo Green (27,927 units) and VF 3 (23,781 units), with meaningful contributions from VF 5/Herio Green, VF 6, VF MPV 7 and VF 7. This suggests an expanding, diversified product mix within the domestic market.
The company also introduced the VF 2 compact urban EV and opened pre-orders, with deliveries expected from September 2026, indicating a continuing product rollout. VinFast explicitly states that deliveries are preliminary and that deliveries represent only one measure of performance, as revenue also depends on average selling price and cost components.