XPeng reported January 2026 deliveries of 20,011 vehicles, representing a 34% year-over-year decline. In premarket trading on the U.S. exchange, shares fell approximately 6.1% following the announcement, underperforming broader Chinese electric vehicle peers. Analysts cited the sharp drop in shipments as the primary catalyst for the negative price movement and adjusted their full-year volume forecasts downward.

As of December 31, 2025, XPeng has established a presence in 60 countries and regions, up from 45 a year earlier. Its overseas sales network now includes 380 physical stores, a year-over-year increase of more than 150%, and its global sales and service network has expanded to over 1,000 outlets. The company also launched its P7+ model concurrently in 36 markets and held its European debut at the Brussels Motor Show in January, underscoring its push into developed markets.

In the third quarter ended November 2025, XPeng reported revenue of 20.38 billion renminbi, up 101.8% year-over-year but narrowly missing the consensus forecast of 20.47 billion. Adjusted net loss per American depositary share was 0.16 yuan, significantly better than the analyst estimate of a 0.47 yuan loss. In U.S. dollar terms, this equated to an adjusted loss per ADS of approximately $0.02, reflecting ongoing margin pressures despite rapid top-line growth.