XPeng Inc
XPEV
$20.00 2.56%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Auto Manufacturers
Q1 2024
Published: Mar 31, 2024

Earnings Highlights

  • Revenue of $6.55B up 27.4% year-over-year
  • EPS of $-0.79 increased by 42.8% from previous year
  • Gross margin of 12.9%
  • Net income of -1.37B
  • "He Xiaopeng: "...our first quarter gross margin expanded substantially to 12.9%, doubling from the previous quarter..."" - He Xiaopeng
XPEV
XPeng Inc

Executive Summary

XPeng Inc. (XPEV) reported notable financial results for Q1 2024 amidst a challenging market environment characterized by intense competition in the electric vehicle sector. The company achieved revenues of approximately RMB 6.55 billion, reflecting a robust year-over-year increase of 62.3%, although down 49.8% sequentially. Key growth drivers included the successful delivery of 21,821 smart EVs, a 20% rise compared to the same quarter last year. Management emphasized the significance of improving gross margins, which expanded to 12.9%, a substantial recovery from the prior quarter's 6.2%. Despite persistent net losses of RMB 1.37 billion, XPeng's strategic investments in R&D and its partnership with Volkswagen are positioned to enhance operational efficiencies and market competitiveness moving forward. Management anticipates a bullish outlook for Q2 2024, projecting a delivery volume increase between 29,000 and 32,000 units, corresponding with significant revenue growth. Investors are advised to monitor XPeng's progress on its product launches and international expansion strategies.

Key Performance Indicators

Revenue
Increasing
6.55B
QoQ: -49.82% | YoY: 27.39%
Gross Profit
Increasing
843.75M
12.90% margin
QoQ: 4.23% | YoY: 89.58%
Operating Income
Increasing
-1.65B
QoQ: 19.83% | YoY: 34.62%
Net Income
Increasing
-1.37B
QoQ: -1.50% | YoY: 42.18%
EPS
Increasing
-0.79
QoQ: 73.86% | YoY: 42.80%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2024 10,101.71 -0.96 +18.4% View
Q2 2024 8,111.41 -0.73 +60.2% View
Q1 2024 6,548.10 -0.79 +27.4% View
Q4 2023 13,050.43 -3.02 +223.6% View
Q3 2023 8,529.52 -4.50 +25.0% View