NIO Q2 Earnings and Revenues Surpass Estimates, Increase Y/Y

NIO Inc. NIO incurred a loss per American Depositary Share of 34 cents in the second quarter of 2024, narrower than the Zacks Consensus Estimate of a loss of 46 cents. The company had reported a loss of 51 cents in the year-ago quarter.

This China-based electric vehicle maker posted revenues of $2.40 billion, which beat the Zacks Consensus Estimate of $2.35 billion and rose 98.3% year over year due to higher delivery volumes.

NIO Inc. Price, Consensus and EPS Surprise

NIO Inc. Price, Consensus and EPS Surprise

NIO Inc. Price, Consensus and EPS Surprise

NIO Inc. price-consensus-eps-surprise-chart | NIO Inc. Quote

Key Details

NIO delivered 57,373 vehicles in the second quarter, up 143.9% year over year, including 32,562 SUVs and 24,811 sedans.

Revenues generated from vehicle sales amounted to $2.15 billion, up 117.8% year over year. The rise in sales was mainly attributable to an increase in delivery volume. Other sales of $243.1 million rose 11.1% on a year-over-year basis.

Gross profit came in at $232.4 million, up from $12 million reported in the year-ago quarter. Vehicle margin in the reported quarter climbed to 12.2% from 6.2% in the second quarter of 2023 due to lower material cost per unit. Gross margin was 9.7%, up from 1% in the year-ago quarter.

Research & development costs amounted to $442.9 million, which declined 3.9% year over year. Selling, general & administrative costs were $517 million, up 31.2% year over year. As of June 30, 2024, cash and cash equivalents totaled $5.7 billion and long-term debt amounted to $1.59 billion.

For third-quarter 2024, NIO projects deliveries in the range of 61,000-63,000 vehicles, implying a rise of 10-13.7% year over year. Revenues are estimated between $2,630 million and $2,707 million.

Zacks Rank & Key Picks

NIO currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the auto space are Dorman Products, Inc. DORM, Blue Bird Corporation BLBD and Douglas Dynamics, Inc. PLOW, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for DORM’s 2024 sales and earnings suggests year-over-year growth of 3.71% and 35.46%, respectively. EPS estimates for 2024 and 2025 have improved 4 cents each in the past 30 days.

The Zacks Consensus Estimate for BLBD’s 2024 sales and earnings suggests year-over-year growth of 17.58% and 215.89%, respectively. EPS estimates for 2024 and 2025 have improved 65 cents and 80 cents, respectively, in the past 30 days.

The Zacks Consensus Estimate for PLOW’s 2024 earnings suggests year-over-year growth of 60.4%. EPS estimates for 2024 have improved 15 cents in the past 60 days.

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