The massive EPS beat is largely a mechanical artifact of a tiny base, but the 85.5% revenue growth and 96% delivery growth are genuine operational signals. Watch for Q3 delivery numbers and international market share data to confirm the growth trajectory is sustainable.
Price Chart
Executive Summary
VinFast reported Q2 2026 EPS of -$0.02, a 94.6% beat vs consensus of -$0.37, on revenue of ~$1.2B (+85.5% YoY). EV deliveries surged 96% YoY to 70,085 units, driven by Vietnam and expansion into India, Indonesia, and the Philippines. The massive EPS beat is largely mechanical from a tiny base, but the revenue and delivery growth are genuine operational positives.
Key Financial Metrics
Key Facts
- Q2 2026 EPS of -$0.02 beat consensus of -$0.37 by 94.6%
- Revenue of ~$1.2B (VND 30,340.9B) grew 85.5% YoY and 32.9% QoQ
- EV deliveries of 70,085 units, up 96% YoY and 20% QoQ
- International markets outside Vietnam accounted for ~11% of deliveries
- E-scooter/e-bike deliveries of 286,039 units, up 311% YoY
- Vehicle sales revenue of ~$1.14B (VND 28,833.1B), up 92.7% YoY
- VinFast maintained #1 position in Vietnam for 22 consecutive months with ~38% market share
- Ranked #1 in Philippines, #5 in India, #8 in Indonesia among BEV brands
- 474 global showrooms as of June 30, 2026
Financial Impact
Revenue of ~$1.2B, EPS beat of 94.6% vs consensus, EV deliveries up 96% YoY
Risk Factors
- EPS beat is from a tiny base and may not repeat
- International markets still only 11% of deliveries — heavy Vietnam concentration
- No guidance provided — forward visibility is limited
- Cash flow and profitability metrics not disclosed in this release
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302912564 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Press Release | $2.90 $3.05 | ▲ +5.17% | ▲ +5.32% | $3.15 (+8.62%) |
Oct 19, 2026 8d ago | 6-K | $2.90 $3.04 | ▼ −4.66% | ▼ −4.80% | $3.15 (−8.62%) |
Oct 13, 2026 14d ago | 6-K | $3.03 $2.87 | ▼ −5.28% | ▼ −4.13% | $3.15 (+3.96%) |
Sep 28, 2026 29d ago | 6-K | $3.14 $3.08 | ▼ −1.91% | ▼ −3.12% | $3.15 (+0.32%) |
Sep 14, 2026 6w ago | 6-K | $3.13 $3.38 | ▲ +7.99% | ▲ +7.88% | $3.15 (+0.64%) |
Sep 11, 2026 6w ago | 6-K | $3.21 $3.23 | ▲ +0.62% | ▲ +0.84% | $3.15 (−1.87%) |
Aug 11, 2026 11w ago | 6-K | $3.12 $3.14 | ▲ +0.64% | ▲ +1.08% | $3.15 (+0.96%) |
Jul 30, 2026 12w ago | 6-K | $3.10 $3.28 | ▲ +5.81% | ▲ +2.18% | $3.15 (+1.61%) |
Jul 10, 2026 15w ago | 6-K | $3.05 $3.11 | ▲ +1.97% | ▲ +2.53% | $3.15 (+3.28%) |
Jun 30, 2026 17w ago | 6-K | $3.12 $3.11 | ▼ −0.32% | ▼ −0.92% | $3.15 (+0.96%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers