XPeng Inc. (XPEV)

XPeng Inc. posted record Q2 deliveries, strong revenue growth, and improving margins, but profitability remains elusive amid ongoing cash burn and a fierce EV price war. The company is differentiating through smart driving tech, global expansion, and a strategic partnership with Volkswagen, aiming to build a loyal customer base beyond price cuts. Valuation is attractive versus peers like Lucid, with a healthier balance sheet and faster growth, but persistent geopolitical and competitive risks keep the stock discounted.

XPeng Inc. (NYSE:XPEV ) Q2 2025 Earnings Conference Call August 19, 2025 8:00 AM ET Company Participants Alex Xie - Head of Investor Relations Charles Zhang - Vice President of Corporate Finance and BW Projects Hongdi Gu - Honorary Vice Chairman of the Board & Co-President Jiaming Wu - Vice President of Finance & Accounting Xiaopeng He - Co-Founder, Chairman & CEO Conference Call Participants Bin Wang - Deutsche Bank AG, Research Division Ming-Hsun Lee - BofA Securities, Research Division Pingyue Wu - Citic Securities Co., Ltd., Research Division Tim Hsiao - Morgan Stanley, Research Division Tina Hou - Goldman Sachs Group, Inc., Research Division Xiaoyi Lei - Jefferies LLC, Research Division Operator Hello, ladies and gentlemen, thank you for standing by for the Second Quarter 2025 Earnings Conference Call for XPeng, Inc. [Operator Instructions] Today's conference call is being recorded.

Earnings for Palo Alto Networks (PANW) strongly connected with investors after it posted an earnings beat and revenue slightly above estimates. Diane King Hall dissects the cybersecurity firm's report and explains how investor expectations on guidance play a central role in price action.

Chinese automaker Xpeng (XPEV) demonstrated revenue growth in its latest earnings. Karl Brauer says they seem to keep launching high value vehicles and technology.

Chinese electric vehicle maker Xpeng on Tuesday forecast third-quarter revenue would double, betting on surging deliveries of its cars despite challenging economic conditions.

Chinese EV maker XPeng said it narrowed its losses as revenue more than doubled in the second quarter.

Cash and cash equivalents, restricted cash, short-term investments and time deposits were RMB47.57 billion (US$6.64 billion) as of June 30, 2025 Quarterly total revenues were RMB18.27 billion, a 125.3% increase year-over-year Quarterly gross margin was 17.3%, an increase of 3.3 percentage points over the same period of 2024 Quarterly vehicle margin was 14.3%, an increase of 7.9 percentage points over the same period of 2024 GUANGZHOU, China, Aug. 19, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its unaudited financial results for the three months ended June 30, 2025. Operational and Financial Highlights for the Three Months Ended June 30, 2025   2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1               Total deliveries 103,181 94,008 91,507 46,533 30,207 21,821               Total deliveries of vehicles were 103,181 for the second quarter of 2025, representing an increase of 241.6% from 30,207 in the corresponding period of 2024.

Investors are gearing up for another week of earnings reports, and some retail-investor favorites are part of the line-up.

The industry-leading Electrical/Electronic architecture (“E/E Architecture”) jointly developed by both parties will be not only integrated into Volkswagen's electric vehicle platforms, but also deployed across its ICE and PHEV platforms in China, thereby significantly expanding the strategic technical collaboration to broader markets. This Expanded Technical Collaboration on E/E Architecture marks another milestone in the long-term strategic partnership between XPENG and Volkswagen Group, driving continuous strategic value creation for both parties.

XPeng Inc. Sponsored ADR (XPEV) reached $20.08 at the closing of the latest trading day, reflecting a -6.08% change compared to its last close.

Electric vehicle makers in mainland China sold 1.26 million units in July, including passenger cars and commercial vehicles. This marked a 5% drop from June and the first month-on-month decline since May, according to the China Association of Automobile Manufacturers (CAAM).

XPeng Inc. Sponsored ADR (XPEV) closed the most recent trading day at $19.29, moving +2.28% from the previous trading session.

XPeng Inc delivered 229% year-over-year growth in July, achieving record sales and the EV firm could potentially crack 500k deliveries this year if momentum holds up. Despite impressive delivery momentum, XPeng still lags rivals Li Auto and BYD in terms of gross margins. Shift towards higher-priced EVs needed in order to improve margins going forward.

- Earnings Call Scheduled for 8:00 a.m. ET on August 19, 2025 - GUANGZHOU, China, Aug. 05, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced that it will report its second quarter 2025 unaudited financial results on Tuesday, August 19, 2025, before the open of U.S. markets.

Welcome to the Green Stock News brief for Monday August 4th. Here are today's top headlines: Li Auto (NASDAQ: LI) delivered 30,731 vehicles in July, bringing its total cumulative deliveries to 1,368,541.

Shares were sliding, with investors also fretting about President Donald Trump's tariff plans.