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.
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.
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.
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.
In the latest trading session, XPeng Inc. Sponsored ADR (XPEV) closed at $18.4, marking a -2.85% move from the previous day.
Here is how Geely Automobile Holdings Ltd. (GELYY) and XPeng Inc. Sponsored ADR (XPEV) have performed compared to their sector so far this year.
In the closing of the recent trading day, XPeng Inc. Sponsored ADR (XPEV) stood at $19.13, denoting a +1.59% move from the preceding trading day.
Chinese electric vehicle maker Xpeng's planned hires for this year have been revised up to 8,000 from 6,000, founder He Xiaopeng said in an internal speech.
XPeng Inc. Sponsored ADR (XPEV) reached $17.92 at the closing of the latest trading day, reflecting a +1.59% change compared to its last close.