XPENG Q3 2026 deliveries reach 118,390, up 15%

As of September 30, XPENG’s China charging network covered more than 430 cities and included over 4,000 stations.

Rhea-AI Filing Summary

XPENG Inc. (XPEV) delivered 41,256 vehicles in September 2026, a 5% increase over the prior month, and 118,390 vehicles in the third quarter, a 15% increase over the previous quarter. Monthly deliveries of the XPENG L03 exceeded 10,000 units.

XPENG launched its G9L SUV in China on September 17, 2026, and said its global launch will take place in Paris in October. The company began rolling out XOS 6.3.0 in China on September 22, powered by its latest VLA 2.0 model. As of September 30, its self-operated charging network in China covered more than 430 cities and included over 4,000 stations, including more than 3,510 ultra-fast charging stations and over 22,200 charging piles. XPENG also opened its first X-Energy megawatt ultra-fast charging station in Hong Kong on September 15.

XPENG estimated that vehicles delivered from January through September 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 4.14 million tons compared with internal combustion engine vehicles, equivalent to the carbon absorbed by 68.53 million young trees over 10 years.

Key Figures

September vehicle deliveries: 41,256 vehicles Third-quarter vehicle deliveries: 118,390 vehicles XPENG L03 monthly deliveries: More than 10,000 units +5 more

8 metrics

September vehicle deliveries 41,256 vehicles September 2026; increased 5% over the prior month

Third-quarter vehicle deliveries 118,390 vehicles Third quarter 2026; increased 15% over the previous quarter

XPENG L03 monthly deliveries More than 10,000 units September 2026

Cities covered by China charging network More than 430 cities As of September 30, 2026

Charging stations in China Over 4,000 stations Self-operated network as of September 30, 2026

Ultra-fast charging stations in China More than 3,510 stations Self-operated network as of September 30, 2026

Charging piles in China Over 22,200 charging piles Self-operated network as of September 30, 2026

Expected life-cycle greenhouse gas emissions reduction More than 4.14 million tons Vehicles delivered from January to September 2026, compared with internal combustion engine vehicles

Key Terms

VLA 2.0 model, XOS 6.3.0, self-operated charging network, life-cycle greenhouse gas emissions, +1 more

5 terms

VLA 2.0 model technical

"powered by the latest version of its VLA 2.0 model"

XOS 6.3.0 technical

"began rolling out XOS 6.3.0 in China"

self-operated charging network technical

"XPENG’s self-operated charging network in China"

A self-operated charging network is a system of electric vehicle chargers that a company owns, installs and runs itself instead of relying on outside operators. For investors it matters because the owner captures the revenue, controls pricing and customer experience, gathers usage data, and helps reduce drivers’ range anxiety — similar to a brand running its own stores to sell products and build customer loyalty — but it also requires upfront capital and ongoing maintenance costs.

life-cycle greenhouse gas emissions technical

"reduce life-cycle greenhouse gas emissions"

Total greenhouse gas emissions associated with a product, service, facility, or activity over its entire life—from raw material extraction and manufacturing, through transportation and use, to disposal or recycling. It measures the full climate footprint rather than a single stage. Investors use it to gauge exposure to future regulation, costs, and reputational issues, similar to comparing fuel-efficiency ratings to understand long-term operating consequences and risks.

megawatt ultra-fast charging station technical

"first-ever X-Energy megawatt ultra-fast charging station"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many vehicles did XPEV deliver in September 2026 and the third quarter?

XPENG delivered 41,256 vehicles in September 2026 and 118,390 vehicles in the third quarter. September deliveries increased 5% over the prior month, while third-quarter deliveries increased 15% over the previous quarter.

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

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

OF THE SECURITIES EXCHANGE ACT OF 1934

October 2026

Commission File Number: 001-39466

XPENG INC.

No.10, Cencun Fengzhuang Avenue

Tianhe District, Guangzhou

Guangdong 510640

People’s Republic of China

(Address of principal executive offices)

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

Form 20-F ☒    Form 40-F ☐

TABLE OF CONTENTS

Exhibit 99.1 Press release: XPENG Announces Vehicle Delivery Results for September and Third Quarter 2026

SIGNATURE

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

XPENG INC.
By:		/s/ Xiaopeng He
Name:		Xiaopeng He
Title:		Chairman and Chief Executive Officer

Date: October 2, 2026

Exhibit 99.1

XPENG Announces Vehicle Delivery Results for

September and Third Quarter 2026

GUANGZHOU, China, Oct. 1, 2026 (PRNewswire) — XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading global Physical AI company, today announced its vehicle delivery results for September and the third quarter of 2026.

In September 2026, XPENG delivered 41,256 vehicles, representing a 5% increase over the prior month. Monthly deliveries of the XPENG L03 exceeded 10,000 units.

For the third quarter of 2026, XPENG delivered a total of 118,390 vehicles, marking a 15% increase over the previous quarter.

On September 17, 2026, XPENG officially launched the G9L, a premium flagship SUV featuring XPENG’s latest technologies, in China. The model’s global launch will take place in Paris, France, in October.

On September 22, 2026, XPENG began rolling out XOS 6.3.0 in China, powered by the latest version of its VLA 2.0 model.

As of September 30, 2026, XPENG’s self-operated charging network in China covered more than 430 cities and comprised over 4,000 stations, including more than 3,510 ultra-fast charging stations, with over 22,200 charging piles in total. On September 15, XPENG opened its first-ever X-Energy megawatt ultra-fast charging station in Hong Kong.

XPENG’s electric vehicles delivered from January to September 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 4.14 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorbed by 68.53 million young trees over 10 years.

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/.

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.

Contacts:

For Investor Enquiries:

IR Department

XPeng Inc.

Email: ir@xiaopeng.com

Jenny Cai

Piacente Financial Communications

Tel: +1 212 481 2050 / +86 10 6508 0677

Email: xpeng@tpg-ir.com

For Media Enquiries:

PR Department

XPeng Inc.

Email: pr@xiaopeng.com

Source: XPeng Inc.

Filing Exhibits & Attachments

1 document

Press Releases

• EX-99.1 EX-99.1 8.1 KB