2025 Q4-regnskab
I dag
‧1 t. 25 min
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Mæglerstatistik
Ingen data fundet
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q1-regnskab 20. maj |
| Tidligere begivenheder | ||
|---|---|---|
2025 Q4-regnskab 20. mar. | ||
2025 Q3-regnskab 17. nov. 2025 | ||
2025 Q2-regnskab 19. aug. 2025 | ||
2025 Q1-regnskab 21. maj 2025 | ||
2024 Q4-regnskab 18. mar. 2025 |
Andre har kigget på
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
8 min. siden8 min. sidenJeg forstår simpelthen ikke hvorfor markedet sender aktien ned? dette er en opsummering fra deres earnings call lavet på fiscal ai. Prøv at læs det igennem fordi jeg synes de gør præcist som jeg havde håbet. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.
5 timer siden · Redigeret5 timer siden · RedigeretFlot Q4 regnskab med positiv bundlinie, for første gang, men kursen synes ikke lige at stige med det samme. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call kl 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/
for 2 dage sidenfor 2 dage sidenUha, det bliver spændende med regnskabet- for 2 dage sidenfor 2 dage sidenHårdt at kigge på nu da jeg havde overvejet at sælge 50% af min beholdning igår:(
- for 3 dage sidenfor 3 dage sidenÅrsregnskab om fire dage, kursen har været støt stigende i marts, nok primært pga. olie situationen i golfen. Der har tidligere været negative forventninger til XPengs kommende regnskab, hvordan er forventningerne til det kommende regnskab/kurs nu ?
·for 3 dage siden · RedigeretXpeng er solidt, og det har været et fantastisk år som helhed. Når det er sagt, med den seneste stigning, kunne jeg bekymre mig om en "køb rygtet sælg nyheden"-situation. Men det er forbandet komplekst, når man medregner den positive effekt, som de stigende oliepriser har haft 🤷♂️·8 timer siden · Redigeret☝️ "...sælg nyheden"
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
2025 Q4-regnskab
I dag
‧1 t. 25 min
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 8 min. siden8 min. sidenJeg forstår simpelthen ikke hvorfor markedet sender aktien ned? dette er en opsummering fra deres earnings call lavet på fiscal ai. Prøv at læs det igennem fordi jeg synes de gør præcist som jeg havde håbet. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.
- 5 timer siden · Redigeret5 timer siden · RedigeretFlot Q4 regnskab med positiv bundlinie, for første gang, men kursen synes ikke lige at stige med det samme. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call kl 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/
- for 2 dage sidenfor 2 dage sidenUha, det bliver spændende med regnskabet
- for 2 dage sidenfor 2 dage sidenHårdt at kigge på nu da jeg havde overvejet at sælge 50% af min beholdning igår:(
- for 3 dage sidenfor 3 dage sidenÅrsregnskab om fire dage, kursen har været støt stigende i marts, nok primært pga. olie situationen i golfen. Der har tidligere været negative forventninger til XPengs kommende regnskab, hvordan er forventningerne til det kommende regnskab/kurs nu ?·for 3 dage siden · RedigeretXpeng er solidt, og det har været et fantastisk år som helhed. Når det er sagt, med den seneste stigning, kunne jeg bekymre mig om en "køb rygtet sælg nyheden"-situation. Men det er forbandet komplekst, når man medregner den positive effekt, som de stigende oliepriser har haft 🤷♂️·8 timer siden · Redigeret☝️ "...sælg nyheden"
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Mæglerstatistik
Ingen data fundet
Andre har kigget på
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q1-regnskab 20. maj |
| Tidligere begivenheder | ||
|---|---|---|
2025 Q4-regnskab 20. mar. | ||
2025 Q3-regnskab 17. nov. 2025 | ||
2025 Q2-regnskab 19. aug. 2025 | ||
2025 Q1-regnskab 21. maj 2025 | ||
2024 Q4-regnskab 18. mar. 2025 |
2025 Q4-regnskab
I dag
‧1 t. 25 min
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q1-regnskab 20. maj |
| Tidligere begivenheder | ||
|---|---|---|
2025 Q4-regnskab 20. mar. | ||
2025 Q3-regnskab 17. nov. 2025 | ||
2025 Q2-regnskab 19. aug. 2025 | ||
2025 Q1-regnskab 21. maj 2025 | ||
2024 Q4-regnskab 18. mar. 2025 |
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 8 min. siden8 min. sidenJeg forstår simpelthen ikke hvorfor markedet sender aktien ned? dette er en opsummering fra deres earnings call lavet på fiscal ai. Prøv at læs det igennem fordi jeg synes de gør præcist som jeg havde håbet. XPeng's strong performance in fiscal year 2025 and Q4 2025 is primarily driven by its strategic focus on technology leadership, particularly in physical AI, coupled with effective cost management and an improved product mix. The company achieved its first-ever quarterly net profit in Q4 2025, a significant milestone attributed to enhanced operational capabilities, ongoing cost reduction efforts, and increased revenue from technical R&D services provided to the Volkswagen Group. This indicates a successful transition towards a technology-driven business model that differentiates it from traditional automakers, allowing for both scale growth and profitability improvement. Key Financial Highlights FY2025 Deliveries: 42,945 units, a 126% year-over-year increase. FY2025 Gross Margin: 18.9%, an increase of 4.6 percentage points year-over-year. Q4 2025 Total Revenue: CNY 22.25 billion, up 38.2% year-over-year and 9.2% quarter-over-quarter. Q4 2025 Vehicle Sales Revenue: CNY 19.07 billion, up 30% year-over-year and 5.6% quarter-over-quarter, driven by higher deliveries and improved product mix. Q4 2025 Services and Others Revenue: CNY 3.18 billion, up 121.9% year-over-year and 36.7% quarter-over-quarter, primarily due to technical R&D services for Volkswagen, parts sales, and carbon credit trading. Q4 2025 Gross Margin: 21.3%, compared to 14.4% in Q4 2024 and 20.1% in Q3 2025. Q4 2025 Vehicle Margin: 13%, compared to 10% in Q4 2024 and 13.1% in Q3 2025. Q4 2025 Net Profit: CNY 0.38 billion, marking the company's first-ever quarterly net profit. Cash Position (Dec 31, 2025): CNY 47.66 billion. FY2025 R&D Investment: CNY 9.5 billion, with CNY 4.5 billion specifically allocated to AI. Key Takeaways XPeng is at a pivotal inflection point in physical AI application, having built a full-stack in-house developed technology system encompassing SoC, foundation models, data, E/E architecture, and AI infrastructure. The company's VLA 2.0 autonomous driving system, which recently passed the physical Turing test, is being gradually rolled out to users and is expected to significantly boost test drive conversion rates, increase sales of higher-end trims (Ultra and Ultra SE), and elevate average selling prices. This technology is positioned as a generational leap, aiming to transform advanced autonomous driving into a mainstream feature. A major product portfolio expansion is planned for 2026 with the launch of four new models, including the flagship six-seat full-size SUV, XPeng GX, in Q2. These models are designed for global markets, built on dual energy platforms, and support L2+ to L4 autonomous driving capabilities. The in-house developed Turing AI SoC has seen strong adoption, with over 200,000 units shipped since Q3 2025 and a target of nearly 1 million units in 2026. Volkswagen's adoption of the Turing SoC and VLA 2.0 validates XPeng's technology as scalable, replicable, and globally competitive. Furthermore, XPeng has restructured its organization by merging the Autonomous Driving and Smart Cabin Centers into a General Intelligence Center, aiming for unified development of intelligence systems for both vehicles and robots, sharing a common physical AI foundation model. The company is aggressively accelerating its global expansion, targeting a doubling of overseas deliveries in 2026, with international business contributing over 20% of total revenue. This includes expanding its overseas sales and service network to 680 stores and introducing its 5C ultra-fast charging network to 10 key international markets. XPeng is also venturing into humanoid robotics, with its IRON robot targeted for mass production by the end of 2026, aiming for a monthly production of over 1,000 units. IRON, powered by three Turing AI SoCs, will initially focus on commercial, then industrial, and finally household applications, with a dedicated mass production base under construction in Guangzhou. The company plans to increase its physical AI-related R&D investment to CNY 7 billion in 2026, underscoring its commitment to leading the physical AI agent market, which it believes will surpass the automotive industry in market size. Guidance For the first quarter of 2026, XPeng anticipates vehicle deliveries to be between 61,000 and 66,000 units. Total revenue is projected to be between CNY 12.2 billion and CNY 13.28 billion. March deliveries are expected to show significant sequential growth, ranging from 69% to 101% month-over-month. The company expects quarterly sales to continuously trend upwards throughout 2026, with year-over-year growth in the second half of the year significantly outpacing the industry, driven by the mass production and delivery of VLA 2.0 and the four new models.
- 5 timer siden · Redigeret5 timer siden · RedigeretFlot Q4 regnskab med positiv bundlinie, for første gang, men kursen synes ikke lige at stige med det samme. https://ir.xiaopeng.com/system/files-encrypted/nasdaq_kms/assets/2026/03/20/5-16-55/XPENG%20Reports%20Fourth%20Quarter%20and%20Fiscal%20Year%202025%20Unaudited%20Financial%20Results.pdf Earnings call kl 1300 : https://edge.media-server.com/mmc/p/tmmjv3oh/
- for 2 dage sidenfor 2 dage sidenUha, det bliver spændende med regnskabet
- for 2 dage sidenfor 2 dage sidenHårdt at kigge på nu da jeg havde overvejet at sælge 50% af min beholdning igår:(
- for 3 dage sidenfor 3 dage sidenÅrsregnskab om fire dage, kursen har været støt stigende i marts, nok primært pga. olie situationen i golfen. Der har tidligere været negative forventninger til XPengs kommende regnskab, hvordan er forventningerne til det kommende regnskab/kurs nu ?·for 3 dage siden · RedigeretXpeng er solidt, og det har været et fantastisk år som helhed. Når det er sagt, med den seneste stigning, kunne jeg bekymre mig om en "køb rygtet sælg nyheden"-situation. Men det er forbandet komplekst, når man medregner den positive effekt, som de stigende oliepriser har haft 🤷♂️·8 timer siden · Redigeret☝️ "...sælg nyheden"
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Mæglerstatistik
Ingen data fundet