<div id="readability-page-1">Record vehicle deliveries: Nio delivered 83,465 vehicles in Q1 2026, up 98% year over year and exceeding its own guidance. Profitability in focus: After its first quarterly profit in Q4 2025, Nio aims to sustain margins near 18% while scaling output. Geopolitical overhang: U.S.-China tensions and valuation concerns remain key risks despite strong operational performance.</div>

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<p>Nio reported record vehicle deliveries of 83,465 in Q1 2026, a 98% increase year over year. The company aims to maintain margins near 18% following its first quarterly profit in Q4 2025. However, U.S.-China tensions and valuation concerns pose risks despite strong operational performance.</p>

- Nio delivered 83,465 vehicles in Q1 2026, marking a 98% increase year over year and surpassing company guidance.  
- Following its first quarterly profit in Q4 2025, Nio aims to maintain margins near 18% while increasing production.  
- However, U.S.-China tensions and valuation concerns pose significant risks despite the company's strong operational performance.

Nio’s Q1 earnings to test margin strength after record deliveries