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VinFast (VFS) posts 21,781 July EV deliveries and 137,697 year-to-date units

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

VinFast Auto Ltd. reported preliminary deliveries of 21,781 electric vehicles (EVs) in Vietnam for July 2026, a 21% increase from the prior month. Year to date, the company has delivered 137,697 EVs domestically, which it states reaffirms its leadership in the Vietnamese automotive market.

In July, the VF 3 was the best-selling model with 5,564 deliveries, followed by the VF 5 and Herio Green combined at 4,407, Limo Green at 4,404, Minio Green at 2,429, VF 6 at 1,993, and VF MPV 7 at 1,674. For the first seven months of 2026, Limo Green and VF 3 led with 32,331 and 29,345 deliveries, respectively.

The company received approximately 28,700 VF 2 reservations within three days of opening pre-orders in July and plans to begin deliveries of the VF 8 new platform in August 2026 and the VF 2 in September 2026. VinFast notes these delivery numbers are preliminary and may change after audit, and reiterates that deliveries are only one measure of performance. It also highlights various risks, including material weaknesses in internal controls, the need to achieve profitability and positive operating cash flows, reliance on Vingroup, and the potential need for additional capital.

Positive

  • 21% month-on-month growth in EV deliveries in July 2026, with 21,781 vehicles delivered in Vietnam, indicating strong operational momentum in domestic volume.
  • Strong year-to-date scale with 137,697 EVs delivered in Vietnam for the first seven months of 2026, supporting VinFast’s stated leadership position in its home market.
  • Early demand indicators are robust, with approximately 28,700 VF 2 reservations received within the first three days of pre-orders in July 2026.

Negative

  • The company discloses material weaknesses in internal controls and the risk of failing to produce timely and accurate financial statements.
  • VinFast highlights uncertainty around its ability to achieve profitability and positive operating cash flows and maintain a net working capital surplus.
  • There is an explicit risk of future restatements of financial statements and a need to obtain commercially reasonable capital to support business growth.
  • The company notes reliance on Vingroup and its affiliates for financial and other support, and dependence on affiliates for EV deliveries.

Filing Explained

The July 2026 delivery disclosure is preliminary: VinFast reported 21,781 Vietnam deliveries, including 3,785 vehicles sent to Green and Smart Mobility for subsequent export, so the total is not solely a count of end-customer deliveries in Vietnam.

July 2026 EV deliveries 21,781 vehicles Preliminary domestic Vietnam deliveries in July 2026, up 21% from previous month
YTD 2026 EV deliveries 137,697 vehicles Preliminary total EV deliveries in Vietnam for first seven months of 2026
VF 3 July deliveries 5,564 vehicles Best-selling VinFast model in Vietnam in July 2026
Limo Green YTD deliveries 32,331 vehicles Top-selling model in Vietnam for first seven months of 2026
VF 3 YTD deliveries 29,345 vehicles Second-best-selling model in Vietnam for first seven months of 2026
VF 2 reservations 28,700 reservations Approximate reservations within first three days of pre-orders in July 2026
Vehicles to GSM for export 3,785 vehicles Included in July 2026 Vietnam delivery results for subsequent export
preliminary domestic Vietnam deliveries financial
"announced preliminary domestic Vietnam deliveries of 21,781 electric vehicles"
material weaknesses financial
"failure to remediate the Company’s material weaknesses and produce timely"
Material weaknesses are significant flaws in a company’s systems for ensuring its financial reports are accurate and reliable. Like a broken lock on a safe, they increase the chance that financial statements contain big errors or omissions, which can mislead investors about performance and risk; discovering one often raises questions about management oversight, may lead to restated results, and can affect investor confidence and a company’s valuation.
net working capital surplus financial
"positive cash flows from operating activities, and a net working capital surplus"
forward-looking statements regulatory
"Forward-looking statements contained herein, which are not historical facts, are forward-looking statements"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
Vietnam Automobile Manufacturers’ Association market
"based on data from the Vietnam Automobile Manufacturers’ Association and the Company’s internal data"

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

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FAQ

How many EVs did VinFast (VFS) deliver in July 2026?

VinFast delivered 21,781 electric vehicles in Vietnam in July 2026, a 21% increase from the previous month. These are preliminary figures and may differ from final audited delivery numbers used for revenue recognition.

What are VinFast’s (VFS) year-to-date EV deliveries in 2026?

For the first seven months of 2026, VinFast reports 137,697 EV deliveries in Vietnam. This total includes 3,785 vehicles delivered to Green and Smart Mobility JSC for subsequent export to international markets.

Which VinFast (VFS) models were best-selling in July 2026?

In July 2026, the VF 3 led with 5,564 deliveries, followed by VF 5 and Herio Green combined at 4,407, and Limo Green at 4,404. Other models, including Minio Green, VF 6, and VF MPV 7, also recorded meaningful volumes.

How strong is demand for the VinFast VF 2 according to this 6-K?

VinFast reports approximately 28,700 VF 2 reservations within the first three days of pre-orders in July 2026. The company plans to begin VF 2 deliveries in September 2026, subject to execution and operational factors.

What internal control and financial risks does VinFast (VFS) highlight?

VinFast cites material weaknesses in internal controls, the risk of future restatements, and challenges in achieving profitability and positive operating cash flows. It also emphasizes reliance on Vingroup support and the need for commercially reasonable capital.

When will VinFast (VFS) start deliveries of the VF 8 new platform?

VinFast plans to commence deliveries of the VF 8 new platform in August 2026. These plans are forward-looking and subject to the various operational and market risks outlined in the company’s cautionary statements.

 

 

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 August 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 REPORTS DELIVERIES OF 21,781 ELECTRIC VEHICLES IN JULY 2026 IN VIETNAM

 

Hanoi, August 11, 2026 – VinFast Auto Ltd. (“VinFast” or the “Company”) announced preliminary domestic Vietnam deliveries of 21,781 electric vehicles (“EVs”) for July 2026, representing an increase of 21% compared to the previous month. Year to date, the Company has delivered a preliminary total of 137,697 EVs to customers in Vietnam, reaffirming its leadership in the domestic automotive market.

 

Notably, the VF 3 was VinFast’s best-selling model in July, with 5,564 vehicles delivered during the month. The VF 5 and the Herio Green, which is derived from the VF 5, collectively ranked second, with 4,407 vehicles delivered. The Limo Green recorded deliveries of 4,404 vehicles, followed by the Minio Green, with 2,429 vehicles delivered. The VF 6 recorded 1,993 vehicles delivered, while the VF MPV 7 recorded 1,674 vehicles delivered.

 

For the first seven months of 2026, the Limo Green and the VF 3 were VinFast’s two best-selling models in Vietnam with cumulative deliveries of 32,331 and 29,345 vehicles, respectively. The Company also delivered 24,574 VF 5 and Herio Green vehicles, 16,038 VF 6 vehicles, and 10,851 VF MPV 7 vehicles during the period.

 

In addition, in July 2026, VinFast opened pre-orders for the VF 2 and received approximately 28,700 reservations1 within the first three days, reflecting strong consumer demand. VinFast plans to commence the deliveries of the VF 8 new platform and the VF 2 in August 2026 and September 2026, respectively.

 

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.

 

Notes:

 

Preliminary delivery results are subject to change and may differ from the final number of deliveries recognized as vehicle sales revenue for the period following the year-end audit. The delivery results in Vietnam for July 2026 presented herein include 3,785 vehicles delivered to Green and Smart Mobility Joint Stock Company in Vietnam for subsequent export to international markets.

 

Market and industry statements in this document are based on data from the Vietnam Automobile Manufacturers’ Association and the Company’s internal data (for VinFast only).

 

About VinFast

 

VinFast (NASDAQ: VFS) – a subsidiary of Vingroup JSC – is Vietnam’s leading automotive company, committed to its mission of creating a green future for everyone. VinFast offers 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 the average selling price and various cost components.

 

 

1Reservations are non-binding and cancellable until deposits are placed by the customers.

 

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Forward Looking Statements

 

Forward-looking statements contained herein, which are not historical facts, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1955. These statements include statements regarding VinFast’s future results of operations and financial position, planned products and services, business strategy and plans, objectives of management for future operations of VinFast, market size and growth opportunities, competitive position and technological and market trends and involve known and unknown risks that are difficult to predict. As a result, VinFast’s actual results, performance or achievements may differ materially from those expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “shall,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential,” “goal,” “objective,” “seeks,” or “continue” or the negative of these words or other similar terms or expressions that concern VinFast’s expectations, strategy, plans, or intentions. Such forward-looking statements are necessarily based upon estimates and assumptions that, while considered reasonable by VinFast’s and VinFast’s management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (i) the risk associated with being a growth-stage company in the EV industry; (ii) the unavailability, reduction or elimination of government and economic incentives or government policies that are favorable for EV manufacturers and buyers; (iii) Significant changes or developments in U.S. laws or policies, including changes in U.S. trade policies and tariffs and the reaction of other countries; (iv) the Company’s ability to adequately control the costs associated with its operations; (v) the risks of the Company’s brand, reputation, public credibility, and consumer confidence in its business being harmed by negative publicity; (vi) competition in the automotive industry; (vii) the ability of the Company to obtain components and raw materials according to schedule at acceptable prices, quality, and volumes from its suppliers; (viii) the demand for, and consumers’ willingness to adopt, EVs; (ix) the availability and accessibility of EV charging stations or related infrastructure; (x) failure to remediate the Company’s material weaknesses and produce timely and accurate financial statements; (xi) the ability of the Company to achieve profitability, positive cash flows from operating activities, and a net working capital surplus; (xii) the Company’s ability to obtain commercially reasonable capital to support its business growth; (xiii) the risk of future restatements to the Company’s Financial Statements; (xiv) the Company’s reliance on financial and other support from Vingroup and its affiliates and the close association between the Company and Vingroup and its affiliates; (xv) the Company’s reliance on its affiliates for its EV deliveries; (xvi) the ability of the Company’s controlling shareholder to control and exert significant influence on the Company; and (xvii) other risks discussed in VinFast’s reports filed or furnished to the SEC.

 

All forward-looking statements attributable to VinFast’s or people acting on VinFast’s behalf are expressly qualified in their entirety by the cautionary statements set forth above. You are cautioned not to place undue reliance on any forward-looking statements, which are made only as of the date hereof. VinFast does not undertake or assume any obligation to update publicly any of these forward-looking statements to reflect actual results, new information or future events, changes in assumptions, or changes in other factors affecting forward-looking statements, except to the extent required by applicable law. If VinFast updates one or more forward-looking statements, no inference should be drawn that it will make additional updates with respect to those or other forward-looking statements. The inclusion of any statement herein does not constitute an admission by VinFast or any other person that the events or circumstances described in such statement are material. Undue reliance should not be placed upon the forward-looking statements.

 

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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: August 11, 2026 By: /s/ Nguyen Thi Lan Anh
    Name:   Nguyen Thi Lan Anh
    Title: Director and Chief Financial Officer

 

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