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China's Xpeng Posts First Profit on High-Margin EV Sales

XPeng achieved a Q4 2025 profit with 429,445 vehicle deliveries, but Q1 2026 guidance predicts a 30% to 35% drop in deliveries due to China market challenges, analysts say.

Summary by 247wallst.com
Quick Read XPeng (XPEV) posted its first-ever quarterly net profit in Q4 2025 with gross margins of 21.3% and full-year deliveries of 429,445 units, up 125.9% year-over-year, but Q1 2026 guidance signals substantial decreases in deliveries and revenue that spooked investors. Tesla (TSLA) remains the benchmark with 1.1 million active FSD subscriptions and a $1.41 trillion market cap compared to XPeng’s $14.13 billion, while XPeng bets its AI-na…

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The Chinese electric car pioneer Xpeng clearly senses the consequences of government subsidy cuts in China: For the first quarter, the company expects revenues of only 12.2 to 13.28 billion yuan (1.53 to 1.66 billion yuan). This corresponds to a decrease of about one third compared to the previous year – analysts had expected significantly higher revenues on average. On the New York Stock Exchange, the Xpeng shares collapsed by more than five pe…

·Vienna, Austria
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The revenue rose by 38%, to 22.2 billion yuans (US$ 3.22 billion), above the estimate of 21.65 billion yuans analysts.

·Brazil
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CnEVPost broke the news in on Friday, March 20, 2026.
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