Xpeng XPEV 2025 Q1 Earnings Preview Upside Ahead on Strong Delivery Performance

Forward-Looking Analysis
Xpeng is poised for a robust quarter as it prepares to report its 2025 Q1 earnings. The company anticipates total deliveries between 91,000 and 93,000 units, marking a stunning year-over-year growth of 317% to 326.2%. This strong delivery performance is expected to drive significant revenue growth, although specific revenue and EPS estimates were not disclosed in the provided content. Previously, Xpeng exceeded its EPS expectations by reporting -$0.19 against a consensus estimate of -$1.36. The company has demonstrated its ability to outperform market expectations, which could suggest a favorable outlook for the upcoming earnings release. Analysts are likely to focus on Xpeng's ability to sustain this momentum, particularly as it navigates a competitive electric vehicle market. Overall, the delivery numbers indicate potential revenue upside, but further clarity on profitability and EPS is awaited.

Historical Performance Review
In 2024 Q4, Xpeng reported a revenue of $16.11 billion, with a net income of -$1.33 billion and an EPS of -$0.70. Despite the negative profit figures, the gross profit stood at $2.32 billion, reflecting underlying strength in its core operations.

Additional News
XPeng has demonstrated strong operational momentum, with vehicle deliveries reaching 94,008 in the first quarter of 2025, surpassing its guidance range. From January to April, Xpeng delivered a total of 129,053 vehicles, showing an impressive 313.45% increase year-on-year. This achievement underscores the company's strategic focus on scaling its smart electric vehicle offerings. On May 6, 2025, XPeng confirmed its upcoming financial results announcement, highlighting its continued commitment to transparency and investor communication. The company's retained earnings of $1.44 billion as of September 30, 2024, further indicate its financial resilience amidst a rapidly evolving industry landscape.

Summary & Outlook
Xpeng's solid delivery performance positions it well for financial growth, with significant revenue potential anticipated for Q1 2025. The company's substantial year-on-year delivery increase serves as a major growth catalyst, highlighting its competitive edge in the electric vehicle sector. However, the overall financial health remains mixed due to previous negative net income, necessitating a cautious outlook. The retention of $1.44 billion in earnings and strong gross profit indicate resilience, yet profitability remains a challenge. Given these dynamics, the outlook remains neutral, balancing growth potential against financial challenges.