All articles tagged with #deliveries
Xpeng delivered 20,011 cars in January 2026, down 34.07% year-on-year and 46.65% month-on-month, pressured by a 5% purchase tax on NEVs and weaker policy support. The X9 MPV continued to sell well with 51,897 cumulative deliveries since its launch. Xpeng targets up to 600,000 deliveries in 2026, plans four new models, and is adjusting financing options amid subsidy changes.
Nio has delivered its 60,000th third‑generation ES8 SUV, two weeks after the 50,000th unit, with the milestone announced by Yang Bo on Weibo in Guangzhou. December deliveries reached 48,135 vehicles, with the ES8 contributing 22,258 units. As production capacity increases and wait times shrink to about 11–12 weeks, Nio is gearing up for the ES9 launch in Q2, likely debuting at the Beijing auto show and sharing technology with the ET9.
Boeing posted Q4 EPS of $9.92 on $23.9B in revenue, aided by an $11.83 per-share gain from selling Digital Aviation Solutions; excluding that gain, the quarter would show about a $2 loss. Deliveries jumped to 160 jets in Q4, and the company guided for about 690 total deliveries in 2026 (roughly 500 MAX deliveries and 530 built) with earnings near $2 per share and around $2 billion in free cash flow. The FAA has raised MAX output toward 42–50 per month, and Boeing is aiming to ramp production to support a recovery in profitability. After an initial premarket dip, the stock moved higher as investors welcomed delivery progress and guided improvements on production and cash flow.
Boeing beat expectations in Q4 2025 with about $23.95 billion in revenue and $9.92 per share, as 2025 deliveries reached 600 aircraft—the most since 2018—fueling optimism for 2026 despite ongoing regulatory and production pace challenges.
Tesla's Q4 vehicle deliveries fell more than expected due to decreased EV demand following the end of tax incentives, leading to a second consecutive year of declining sales, despite rising investor interest in its robotics and autonomous vehicle projects.
Tesla's stock rose about 1% despite a forecast for lower fourth-quarter vehicle deliveries, with analysts predicting around 422,850 deliveries, which is 15% less than the previous year and below earlier expectations. The company is heading toward a second consecutive year of declining deliveries, but investors remain optimistic about long-term projects like autonomous driving and robotaxi services. Despite the delivery outlook, Tesla's stock has gained over 21% in 2025, outperforming the S&P 500.
Boeing's stock surged over 10% after the CFO announced expectations of increased deliveries for the 737 and 787 jets in 2026, with the certification of the delayed 737-10 expected later that year, and the company projecting positive cash flow and improved margins through 2030 amid a recovery in its business performance.
Tesla's stock rebounded slightly after a drop despite strong delivery numbers, amid controversy over Elon Musk's proposed $1 trillion pay package, which most shareholders are expected to approve. The stock's recent performance reflects investor optimism about future sales, though its high valuation raises questions about its long-term prospects. The upcoming shareholder vote on Musk's pay and the impact of changing EV tax credits are key factors to watch.
NIO stock is in focus as August vehicle deliveries hit a record high, setting a positive outlook ahead of the company's Q2 earnings report.
Xiaomi EV reported over 30,000 vehicle deliveries in August 2025 for the second consecutive month, with the YU7 SUV experiencing a delivery wait of up to 56 weeks due to high demand and factory capacity constraints, following a record second quarter with over 81,000 cars delivered.
Boeing exceeded expectations with a narrower loss and increased revenue in Q2, signaling progress in its operational turnaround, though its stock fell slightly amid the news.
Tesla's second-quarter delivery numbers are expected to be lower than previous years, with significant declines in Europe and China, raising concerns about sales growth amid geopolitical and brand challenges. Despite this, Tesla's stock rose slightly in premarket trading, but overall investor sentiment remains cautious as the company prepares to report earnings and unveil a new model to boost sales.
Tesla's stock remained stable after the robo-taxi launch, but faces potential turbulence due to upcoming delivery and earnings reports, with delivery estimates falling and CEO Elon Musk criticizing recent legislation affecting EV incentives.
Boeing is issuing layoff notices to executives, managers, and employees, despite a recent stock sale and financial support to a key supplier. The layoffs, which will be finalized by January 17, 2025, come amid a challenging period for the company, with a significant drop in plane deliveries due to a strike. However, Boeing has managed to secure 63 new orders and successfully delivered two satellites, indicating some positive developments. Analysts maintain a Moderate Buy rating on Boeing stock, suggesting potential upside despite recent losses.
Boeing's CFO Brian West has warned of slow fleet deliveries and negative cash flow, causing the company's stock to drop. The Federal Aviation Administration continues to review Boeing's production issues, and recent news of China halting deliveries of Max 8 jets further impacts cash generation.