NIO reports October 2026 deliveries of 34,246 vehicles, down YoY and MoM

NIO Inc. announced that it delivered 34,246 electric vehicles in October 2026, a 15.2% year‑over‑year decline and an 8.4% drop from September. Year‑to‑date deliveries reached 334,547, up 38.5% versus the same period last year, and cumulative deliveries since inception total 1,332,139 units. The All‑New ES8 SUV recorded its 160,000th delivery on October 23, 2026.

The month‑over‑month and year‑over‑year delivery declines may pressure NIO’s share price, which has already fallen 37.06% in 2026 (Yahoo Finance). However, the strong 38.5% YTD growth and low price‑to‑sales ratio of 0.49 suggest the market may be pricing in future challenges (GuruFocus).

  • 1NIO delivered 34,246 vehicles in October 2026.
  • 2Year‑to‑date deliveries through October 2026 were 334,547, up 38.5% year‑over‑year.
  • 3Cumulative deliveries since inception reached 1,332,139 as of October 31 2026.
  • 4The All‑New ES8 SUV hit its 160,000th delivery on October 23 2026.
  • 5October 2026 deliveries were down 15.2% year‑over‑year.
  • 6October 2026 deliveries were down 8.4% versus September 2026.

Sources