XPeng (XPEV) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Consumer Discretionary· Aug 24, 2026

Source: earnings call transcript

XPeng achieved significant milestones in Q2 FY26, securing substantial financing for its robotics business and demonstrating robust growth in vehicle deliveries, particularly in international markets. The company is advancing its physical AI strategy through humanoid robots and autonomous driving technology, with plans for mass production and global deployment of both. Despite some supply chain challenges impacting vehicle deliveries, XPeng maintains a strong gross margin and is poised for accelerated momentum in the second half of the year.

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XPEV operating KPIs by quarter

XPEV operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	This call Jun 2026 Q2 FY26	Change vs prior quarter
Vehicle deliveries	62.68K In the first quarter, amid broad market volatility in China's domestic new energy vehicle market, we delivered a total of 62,680 vehicles. Source: earnings call transcript	103.295K In the second quarter, our vehicle deliveries reached 103,295 units, up 65% quarter-over-quarter, and we achieved a year-over-year growth ahead of the broader industry. Source: earnings call transcript	+64.8%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.