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BYD Hits 2025 Sales Target With 4.6M Vehicle Deliveries
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Key Takeaways
BYD delivered 4.6M vehicles in 2025, meeting revised guidance.
BYD faces a tougher outlook as China rolls back EV incentivesand trade barriers hinder overseas expansion.
BYDDY faces rising pressure as Geely and Xiaomi gain traction with new models and innovation.
BYD Company Limited (BYDDY - Free Report) achieved its full-year sales target and likely overtook Tesla Inc. (TSLA - Free Report) to become the world’s largest electric-vehicle manufacturer in 2025, per the Bloomberg article published on MSN. However, this milestone comes as the Chinese auto market faces a difficult year ahead.
The automaker delivered 4.6 million vehicles in 2025, up from 7.7% in 2024. The deliveries are in line with the company’s revised full-year guidance issued in September. Sales were evenly split between fully electric vehicles and plug-in hybrids, with nearly 2.3 million units sold in each category.
Tesla is expected to report fourth-quarter deliveries of about 440,900 vehicles, down 11% year over year, per Bloomberg data. This would bring its full-year deliveries to roughly 1.6 million units, representing a second straight annual decrease.
BYD and other automakers are likely to face mounting challenges as China rolls back some incentives for EV buyers. Intensifying domestic competition, driven by a wave of new model launches and rising trade barriers, is also complicating BYD’s overseas expansion plans.
Over the past year, China’s top-selling automaker has encountered stronger competition from Geely Automobile Holdings Ltd. and Xiaomi Corp., whose aggressive innovation and new vehicle offerings have gained significant consumer traction.
BYD aims to increase its overseas sales to about 1.5-1.6 million vehicles in 2026, per a Citigroup Inc. report.
The Zacks Consensus Estimate for OPLN’s 2025 sales and EPS implies year-over-year growth of 9.4% and 48.2%, respectively. EPS estimates for 2025 have improved 9 cents in the past 60 days. EPS estimates for 2026 have improved 2 cents in the past 30 days.
The Zacks Consensus Estimate for PHIN’s 2025 sales and earnings implies year-over-year growth of 1.1% and 33.4%, respectively. EPS estimates for 2025 and 2026 have improved 47 cents and 14 cents, respectively, in the past 30 days.
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BYD Hits 2025 Sales Target With 4.6M Vehicle Deliveries
Key Takeaways
BYD Company Limited (BYDDY - Free Report) achieved its full-year sales target and likely overtook Tesla Inc. (TSLA - Free Report) to become the world’s largest electric-vehicle manufacturer in 2025, per the Bloomberg article published on MSN. However, this milestone comes as the Chinese auto market faces a difficult year ahead.
The automaker delivered 4.6 million vehicles in 2025, up from 7.7% in 2024. The deliveries are in line with the company’s revised full-year guidance issued in September. Sales were evenly split between fully electric vehicles and plug-in hybrids, with nearly 2.3 million units sold in each category.
Tesla is expected to report fourth-quarter deliveries of about 440,900 vehicles, down 11% year over year, per Bloomberg data. This would bring its full-year deliveries to roughly 1.6 million units, representing a second straight annual decrease.
BYD and other automakers are likely to face mounting challenges as China rolls back some incentives for EV buyers. Intensifying domestic competition, driven by a wave of new model launches and rising trade barriers, is also complicating BYD’s overseas expansion plans.
Over the past year, China’s top-selling automaker has encountered stronger competition from Geely Automobile Holdings Ltd. and Xiaomi Corp., whose aggressive innovation and new vehicle offerings have gained significant consumer traction.
BYD aims to increase its overseas sales to about 1.5-1.6 million vehicles in 2026, per a Citigroup Inc. report.
BYD Zacks Rank & Key Picks
BYDDY carries a Zacks Rank #4 (Sell) at present.
Some better-ranked stocks in the auto space are OPENLANE, Inc. (OPLN - Free Report) and PHINIA Inc. (PHIN - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for OPLN’s 2025 sales and EPS implies year-over-year growth of 9.4% and 48.2%, respectively. EPS estimates for 2025 have improved 9 cents in the past 60 days. EPS estimates for 2026 have improved 2 cents in the past 30 days.
The Zacks Consensus Estimate for PHIN’s 2025 sales and earnings implies year-over-year growth of 1.1% and 33.4%, respectively. EPS estimates for 2025 and 2026 have improved 47 cents and 14 cents, respectively, in the past 30 days.