NIO delivered 37,408 vehicles in September 2026, up 7.7% from a year earlier, including 21,318 NIO-brand vehicles, 8,763 ONVO vehicles and 7,327 FIREFLY vehicles. Third-quarter deliveries rose 25.4% year over year to 109,178, within management's guidance range of 108,000 to 111,000. Deliveries for the first nine months reached 300,301, up 49.2%, while cumulative deliveries stood at 1,297,893 as of September 30. The NIO brand and FIREFLY grew in September, but ONVO deliveries declined 42.5%. The All-New ES8 reached 150,000 cumulative deliveries on September 20, and the ES9 passed 30,000 on September 23 after customer deliveries began May 28. NIO is targeting average monthly deliveries above 40,000 in the fourth quarter. Geely Auto agreed on September 28 to contribute its Yiyi Power unit and 640 million yuan in cash for a 30% stake in NIO Power, with NIO China retaining 63.6%. NIO shares were down 0.28% at $3.42 in premarket trading, while analyst ratings implied a Hold consensus and an average price target of $5.50.