BYD Expansion Boom: Can Global Exports Repair Profits?
Can BYD Expansion into luxury EVs and Brazil-based exports really offset weak China margins and revive investor confidence?
BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People's Republic of China, Hong Kong, Macau, Taiwan, and internationally. It operates in two segments, Mobile Handset Components, Assembly Service and Other Products; and Automobiles and Related Products and Other Products. The Mobile Handset Components, Assembly Service and Other Products segment manufactures and sells mobile handset components, such as housings and electronic components, and provides assembly services. Its Automobiles and Related Products and Other Products segment is involved in the manufacturing and sale of automobiles,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $150.23B | -11.8% | $4.08B | $0.45 | -78.4% | 18.8% | 4.8% |
| Q4 2025 Dec 2025 | $237.70B | -13.5% | $9.29B | — | — | 17.4% | 5.6% |
| Q2 2025 Jun 2025 | $200.92B | — | $6.36B | — | — | 16.3% | 3.1% |
| Q1 2025 Mar 2025 | $170.36B | — | $9.15B | $2.08 | — | 20.1% | 5.2% |
| Q4 2024 Dec 2024 | $274.85B | — | $15.02B | — | — | 17.0% | 7.3% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can BYD Expansion into luxury EVs and Brazil-based exports really offset weak China margins and revive investor confidence?