VinFast (NASDAQ: VFS) more than doubles 2025 EV deliveries and tops guidance

Rhea-AI Filing Summary

VinFast Auto Ltd. reported strong preliminary delivery growth for 4Q25 and full year 2025. The company delivered 86,557 electric vehicles in 4Q25, up 127% quarter-over-quarter and 63% year-over-year. For 2025, VinFast delivered 196,919 EVs, a 102% increase from 2024 deliveries of 97,399, exceeding management’s guidance of at least doubling 2024 volumes.

VinFast also expanded its two-wheeler business, delivering 171,962 e-scooters and e-bikes in 4Q25, up 43% sequentially and 452% year-over-year. Full-year 2025 e-scooter and e-bike deliveries reached 406,498, a 473% increase year-over-year. The company notes these delivery figures are preliminary and may change after the year-end audit, and that deliveries are only one measure of performance and do not directly indicate revenue or profit.

Insights

Equity research analyst

VinFast posts triple-digit growth in 2025 EV and e-scooter deliveries, beating its own guidance.

VinFast reports preliminary 4Q25 electric vehicle deliveries of 86,557, up 127% quarter-over-quarter and 63% year-over-year. Full-year 2025 EV deliveries reached 196,919, a 102% increase from 2024’s 97,399 units and above management’s target of at least doubling 2024 volumes.

The company also shows rapid scale-up in e-scooters and e-bikes, with 4Q25 deliveries of 171,962, up 43% sequentially and 452% year-over-year. Full-year 2025 e-scooter and e-bike deliveries were 406,498, a 473% year-over-year increase, highlighting growth across multiple product categories.

These figures are explicitly labeled as preliminary and may change after the year-end audit, and they do not directly translate into vehicle sales revenue because revenue also depends on pricing and cost structure. Subsequent company filings for the period ended 2025 will provide full financial results alongside these volume metrics.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

OF THE SECURITIES EXCHANGE ACT OF 1934

For the month of January 2026

Commission File Number: 001-41782

VinFast Auto Ltd.

Dinh Vu – Cat Hai Economic Zone

Cat Hai Island, Cat Hai Special Zone

Hai Phong City, Vietnam

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☒      Form 40-F ☐

INFORMATION CONTAINED IN THIS REPORT ON FORM 6-K

VINFAST ANNOUNCES 4Q25 GLOBAL DELIVERIES

Hanoi, January 29, 2026 – VinFast Auto Ltd. (“VinFast” or the “Company”) announced its preliminary vehicle deliveries for the fourth quarter of 2025. The Company delivered 86,557 electric vehicles (“EVs”) globally in 4Q25, representing a 127% increase quarter-over-quarter and a 63% increase year-over-year.

For the full year 2025, the Company delivered 196,919 EVs, representing a 102% increase year-over-year. The preliminary delivery result exceeded management’s delivery guidance of at least doubling full year 2024 deliveries of 97,399 EVs. This represents VinFast’s highest annual deliveries since inception, supported by its expanded product lineup addressing a broad range of customer needs across VinFast, Green Series and Lac Hong brands and by the Company’s ongoing efforts to promote green mobility.

VinFast delivered 171,962 e-scooters and e-bikes in 4Q25, representing a 43% increase quarter-over-quarter and a 452% increase year-over-year. For the full year 2025, the Company delivered 406,498 e-scooters and e-bikes, representing a 473% increase year-over-year.

This Form 6-K shall be deemed to be incorporated by reference into the Company’s registration statement on Form S-8 (File No. 333-278251), registration statement on Form F-3 (File No. 333-275133), and registration statement on Form F-3 (File No. 333-291445) (including any prospectuses forming a part of such registration statements) and to be a part thereof from the date on which this report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.

Note: Preliminary delivery results are subject to change and may differ from the final number of deliveries that will be recognized as vehicle sales revenue for the period as a result of the year end audit.

About VinFast

VinFast (NASDAQ: VFS) – a subsidiary of Vingroup JSC – is Vietnam’s leading automotive manufacturer, committed to its mission of creating a green future for everyone. VinFast produces a range of electric SUVs, e-scooters, e-bikes, and e-buses in Vietnam and exports to key markets across Asia, North America, and Europe. Learn more at www.vinfastauto.us.

VinFast deliveries represent only one measure of the Company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including vehicle selling prices and various cost components.

1

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	VinFast Auto Ltd.
Date: January 29, 2026	By:	/s/ Le Thi Thu Thuy
		Name:	Le Thi Thu Thuy
		Title:	Chairwoman and Director

2

FAQ

How many electric vehicles did VinFast (VFS) deliver in 4Q25?

VinFast delivered 86,557 electric vehicles in 4Q25. This represented a 127% increase quarter-over-quarter and a 63% increase year-over-year, highlighting strong volume momentum during the quarter across the company’s expanded electric vehicle lineup.

What were VinFast (VFS) total electric vehicle deliveries for full year 2025?

VinFast delivered 196,919 electric vehicles in 2025. This was a 102% increase compared with 2024 deliveries of 97,399 vehicles, meaning the company more than doubled its annual EV volume versus the prior year.

Did VinFast (VFS) 2025 EV deliveries meet or exceed company guidance?

Yes. Management had guided for at least doubling 2024 EV deliveries of 97,399 units, and VinFast reached 196,919 EV deliveries in 2025. This preliminary result exceeded the company’s stated full-year delivery guidance threshold.

How fast are VinFast (VFS) e-scooter and e-bike deliveries growing?

VinFast delivered 171,962 e-scooters and e-bikes in 4Q25, up 43% quarter-over-quarter and 452% year-over-year. For full year 2025, deliveries reached 406,498 units, a 473% year-over-year increase, indicating very rapid growth in this segment.

Are VinFast (VFS) reported 4Q25 and 2025 delivery figures final?

No. VinFast describes the 4Q25 and full-year 2025 delivery figures as preliminary. The company notes that final numbers may change after the year-end audit and may differ from deliveries recognized as vehicle sales revenue.

Do VinFast (VFS) delivery numbers directly indicate quarterly financial results?

No. VinFast states that deliveries are only one measure of performance and should not be relied on as an indicator of quarterly financial results. Revenue and profitability also depend on vehicle selling prices and various cost components.