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Mar 31, 2025
XPeng Q1 2025 Earnings Report
XPeng reported strong vehicle delivery growth and improved margins in Q1 2025, while narrowing its net loss.
Key Takeaways
XPeng delivered a record number of vehicles in Q1 2025 and significantly reduced its net loss. Revenues surpassed $2.1B, driven by robust demand and operational efficiencies. Margins improved, reflecting cost reductions and economies of scale.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
XPeng expects continued strong revenue and delivery growth in Q2 2025, driven by product momentum and demand in China.
Positive Outlook
- Projected Q2 revenue of $2.41B–$2.58B
- Expected Q2 deliveries of 102,000–108,000 vehicles
- Year-over-year delivery growth projected at ~238% to 258%
- Continued expansion of sales and charging network
- Anticipated contribution from XPENG X9 with Turing AI
Challenges Ahead
- Macroeconomic uncertainty in China could impact demand
- Inventory and vehicle upgrade costs may affect margins
- Pressure from increased R&D and SG&A expenses
- Fluctuations in foreign exchange rates
- Intensifying EV competition in the Chinese market
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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