NIO Inc. delivered 300,301 vehicles from January through September 2026, a 49.2% increase from the same period in 2025. The “49%” headline is rounded year-over-year growth in deliveries—not full-year 2026 sales and not revenue growth.
What does NIO’s 49% growth measure?
It measures the change in vehicle deliveries during the first three quarters of 2026 compared with the first three quarters of 2025. NIO reported 300,301 deliveries for January–September, up 49.2% year over year. The figure covers the company’s NIO, ONVO and firefly brands. NIO’s October 1, 2026 release reported the total.
“Sales” can refer to vehicles delivered or revenue recognized from vehicle sales. Here, the 49.2% figure is a delivery count. NIO reported a separate Q2 financial measure: vehicle sales revenue of RMB29,058.2 million, up 80.1% year over year. That revenue growth is not the same statistic as the 49.2% delivery increase. NIO’s Q2 2026 results give the financial figure.
How did deliveries break down by brand?
All three brands contributed to the January–September total. The brand figures below are company-reported deliveries for the first three quarters of 2026.
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| Brand | Deliveries, first three quarters of 2026 |
|---|---|
| NIO | 181,988 |
| ONVO | 70,191 |
| firefly | 48,122 |
| Total | 300,301 |
The figures add to the reported total. NIO also said that all three brands set period delivery records; that is the company’s characterization, not an independent industry ranking. The company’s release provides the brand totals.
What happened in September and Q3?
September
NIO delivered 37,408 vehicles in September 2026, 7.7% more than in September 2025. That monthly total comprised 21,318 NIO-brand vehicles, 8,763 ONVO vehicles and 7,327 firefly vehicles. The September increase was much smaller than the 49.2% year-to-date gain, so the two rates should not be treated as interchangeable.
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Third quarter
NIO’s Q2 results gave a Q3 delivery outlook of 108,000 to 111,000 vehicles. The company subsequently reported 109,178 deliveries for Q3, calculated from the reported September total and the Q2 delivery update; that result fell within the outlook range. Q2 itself had 107,658 deliveries, up 49.4% year over year. The Q2 release contains the outlook and quarter delivery figure, while the September release reports the monthly total.
What does NIO say is behind the increase?
NIO credits its products and services, including charging and battery-swapping infrastructure, in describing the performance of its premium electric SUVs. The company said the All-New ES8 reached 150,000 deliveries on September 20, 2026, one year after launch. It also reported that the ES9 reached 30,000 deliveries on September 23, after deliveries began May 28. NIO says the models’ performance strengthens its position in the premium electric SUV market. Its September delivery announcement contains these company statements.
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Those explanations do not establish how much any one model, brand or infrastructure investment caused the 49.2% increase. The reported totals show growth, but they do not isolate its drivers or independently establish market share or industry leadership.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How large is NIO’s cumulative delivery total?
NIO reported 1,297,893 cumulative deliveries as of September 30, 2026. This is a company-reported cumulative figure through that date, distinct from the 300,301 vehicles delivered in the first three quarters of 2026.
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