Nio September Deliveries Rise 7.65% to 37,408 Vehicles

Nio Meets Third-Quarter Delivery Guidance

Nio September deliveries reached 37,408 vehicles, representing a 7.65% increase from the same month a year earlier and a 4.39% rise from August. The result helped Nio Inc meet its third-quarter delivery guidance after the company reported its September figures. Nio delivered 109,178 vehicles during the third quarter, an increase of 25.39% year over year and 1.41% compared with the second quarter. The quarterly result landed within the previously announced guidance range of 108,000 to 111,000 vehicles, exceeding the lower end by 1,178 vehicles while remaining 1,822 vehicles below the upper end.

September Reverses Two-Month Decline

September marked a return to month-over-month growth after two consecutive months of declines. Although year-over-year growth moderated to 7.65% from 14.47% in August, the monthly increase helped strengthen Nio's quarterly result. The company delivered 300,301 vehicles during the first nine months of the year, representing a 49.24% year-over-year increase. Cumulative deliveries reached 1,297,893 vehicles through the end of September. By comparison, Nio delivered 107,658 vehicles in the second quarter, which was below its earlier guidance range of 110,000 to 115,000 vehicles.

Brand Performance Shows Uneven Growth

Nio's three brands continued to show significantly different delivery trends in September. The Nio brand delivered 21,318 vehicles, up 55.29% from a year earlier and 0.68% from August. Onvo delivered 8,763 vehicles, down 42.52% year over year and 0.53% from August, marking its second consecutive month of year-over-year decline. Firefly delivered 7,327 vehicles, increasing 26.87% year over year and 25.21% from August. Firefly's September result surpassed its previous monthly record of 7,084 vehicles, set in December 2025, providing a significant contribution to the company's overall monthly recovery.

Firefly Drives September's Monthly Rebound

Firefly accounted for most of the company's increase from August to September. Its deliveries rose by 1,475 vehicles month over month, representing 93.83% of Nio's overall increase of 1,572 vehicles. The brand therefore became the primary driver of the company's September rebound despite the weaker performance from Onvo. Quarterly results also showed the contrasting trajectories among the brands. The Nio Inc brand delivered 62,500 vehicles in the third quarter, up 69.25% year over year, while Onvo delivered 27,728 vehicles, down 26.36%. Firefly delivered 18,950 vehicles, up 51.76% year over year.

Large Electric SUVs Remain Important to Nio

Large battery-electric sport utility vehicles remain an important part of the Nio brand's sales mix. The third-generation ES8 reached 150,000 cumulative deliveries on September 20, exactly one year after its launch. The flagship ES9 reached 30,000 cumulative deliveries on September 23, only 119 days after customer deliveries began on May 28. Together, the ES8 and ES9 accounted for 17,480 deliveries in August, equivalent to 82.55% of the Nio brand's monthly total. The figures underline the contribution of large battery-electric SUVs to the brand's delivery performance and highlight the importance of these models within Nio's current product portfolio.

Industry Impact & Outlook

Nio's third-quarter delivery result demonstrates that stronger performance from the Nio and Firefly brands was sufficient to offset Onvo's decline and keep total deliveries within the company's guidance range. The contrasting brand trends indicate that future delivery performance will depend on how effectively Nio sustains growth across its portfolio while addressing weaker demand at Onvo. Firefly's record September result provides an important source of momentum, while the continued contribution from the ES8 and ES9 gives the core Nio brand substantial support. The next quarter will show whether September's recovery develops into broader, sustained growth across all three brands.

Frequently Asked Questions

How many vehicles did Nio deliver in September 2026?
Nio delivered 37,408 vehicles in September 2026, representing a 7.65% increase from September of the previous year and a 4.39% increase from August. The result ended two consecutive months of month-over-month delivery declines and helped the company achieve its third-quarter delivery guidance. Nio's third-quarter total reached 109,178 vehicles, placing the company within its stated guidance range of 108,000 to 111,000 vehicles. Firefly was the largest contributor to the monthly increase, while the Nio brand also recorded strong year-over-year growth during the month.