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    Home»Electric Vehicles»Nio delivers 37,408 vehicles in September, meets Q3 guidance
    Electric Vehicles

    Nio delivers 37,408 vehicles in September, meets Q3 guidance

    kirklandc008@gmail.comBy kirklandc008@gmail.comOctober 1, 2026No Comments5 Mins Read
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    Nio delivers 37,408 vehicles in September, meets Q3 guidance
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    Nio Inc Monthly Deliveries 2024-2026


    Month
    2024
    2025
    2026




    January
    10,055
    13,863
    27,182


    February
    8,132
    13,192
    20,797


    March
    11,866
    15,039
    35,486


    April
    15,620
    23,900
    29,356


    May
    20,544
    23,231
    37,705


    June
    21,209
    24,925
    40,597


    July
    20,498
    21,017
    35,934


    August
    20,176
    31,305
    35,836


    September
    21,181
    34,749
    37,408


    October
    20,976
    40,397



    November
    20,575
    36,275



    December
    31,138
    48,135


    Nio Inc monthly deliveries




    2024



    2025



    2026

    • Deliveries by the Nio brand rose 55.29% year-on-year in September, Firefly set a monthly record and Onvo posted a second consecutive year-on-year decline.
    • Nio Inc delivered 109,178 vehicles in the third quarter, up 25.39% year-on-year.

    Nio Inc (NYSE: NIO) delivered 37,408 vehicles in September, up 7.65% year-on-year and 4.39% from August, helping the company meet its third-quarter delivery guidance.

    The Chinese electric vehicle maker announced the figures on Thursday. Third-quarter deliveries totaled 109,178 vehicles, up 25.39% year-on-year and 1.41% from the second quarter.

    The quarterly total was within the guidance range of 108,000 to 111,000 vehicles announced on September 1, exceeding the lower end by 1,178 vehicles and falling 1,822 short of the upper end.

    By comparison, Nio delivered 107,658 vehicles in the second quarter, below its previous guidance of 110,000 to 115,000.


    Nio Inc Quarterly Deliveries 2024-2026


    Quarter
    2024
    2025
    2026




    Q1
    30,053
    42,094
    83,465


    Q2
    57,373
    72,056
    107,658


    Q3
    61,855
    87,071
    109,178


    Q4
    72,689
    124,807


    Nio Inc quarterly deliveries




    2024



    2025



    2026

    September deliveries ended 2 consecutive months of month-on-month declines, though year-on-year growth slowed to 7.65% from 14.47% in August, according to data compiled by CnEVPost.

    The company delivered 300,301 vehicles in the first 9 months of the year, up 49.24% year-on-year. Cumulative deliveries reached 1,297,893 at the end of September.

    Performance continued to diverge across its 3 brands. The Nio brand delivered 21,318 vehicles in September, up 55.29% year-on-year and 0.68% from August.


    Nio Brand Monthly Deliveries 2024-2026


    Month
    2024
    2025
    2026




    January
    10,055
    7,951
    20,894


    February
    8,132
    9,143
    15,159


    March
    11,866
    10,219
    22,490


    April
    15,620
    19,269
    19,024


    May
    20,544
    13,270
    20,013


    June
    21,209
    14,593
    21,908


    July
    20,498
    12,675
    20,008


    August
    20,176
    10,525
    21,174


    September
    20,349
    13,728
    21,318


    October
    16,657
    17,143



    November
    15,493
    18,393



    December
    20,610
    31,897


    Nio brand monthly deliveries




    2024



    2025



    2026

    Onvo delivered 8,763 vehicles in September, down 42.52% year-on-year and 0.53% from August, marking its second consecutive month of year-on-year declines.


    Onvo Monthly Deliveries 2024-2026


    Month
    2024
    2025
    2026




    January

    5,912
    3,481


    February

    4,049
    2,981


    March

    4,820
    6,877


    April

    4,400
    5,352


    May

    6,281
    12,029


    June

    6,400
    11,743


    July

    5,976
    10,155


    August

    16,434
    8,810


    September
    832
    15,246
    8,763


    October
    4,319
    17,342



    November
    5,082
    11,794



    December
    10,528
    9,154


    Onvo monthly deliveries




    2024



    2025



    2026

    Firefly delivered 7,327 vehicles in September, up 26.87% year-on-year and 25.21% from August, surpassing its previous monthly record of 7,084 set in December 2025.


    Firefly Monthly Deliveries 2025-2026


    Month
    2025
    2026




    January

    2,807


    February

    2,657


    March

    6,119


    April
    231
    4,980


    May
    3,680
    5,663


    June
    3,932
    6,946


    July
    2,366
    5,771


    August
    4,346
    5,852


    September
    5,775
    7,327


    October
    5,912



    November
    6,088



    December
    7,084


    Firefly monthly deliveries




    2025



    2026

    Firefly delivered 1,475 more vehicles than in August, accounting for 93.83% of the company’s overall increase of 1,572 vehicles and making it the main driver of September’s rebound, according to data compiled by CnEVPost.

    For the third quarter, the Nio brand delivered 62,500 vehicles, up 69.25% year-on-year, while Onvo delivered 27,728, down 26.36%.

    Firefly delivered 18,950 vehicles in the third quarter, up 51.76% year-on-year. Growth at the Nio and Firefly brands offset Onvo’s decline, lifting the company’s quarterly deliveries.

    Large battery electric sport utility vehicles (SUVs) remain an important pillar of the Nio brand. The third-generation ES8 reached 150,000 cumulative deliveries on September 20, the first anniversary of its launch.

    The flagship ES9 SUV reached 30,000 cumulative deliveries on September 23, just 119 days after deliveries began on May 28.

    The ES8 and ES9 together accounted for 17,480 deliveries in August, or 82.55% of the Nio brand’s monthly total, underscoring the weight of large battery electric SUVs in its sales mix.

    Geely will invest its entire equity interest in Yiyi Power and 640 million yuan in cash in Nio Power, integrating battery swap operations for commercial fleets.

    Delivers Guidance Meets Nio September Vehicles
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