VinFast Auto GAAP EPS of -$0.53 misses by $0.16, revenue of $1.2B beats by $70M

• VinFast Auto press release (VFS): Q2 GAAP EPS of -$0.53 misses by $0.16.
• Revenue of $1.2B beats by $70M.
• Total revenues were VND30,340.9 billion (US$1,203.7 million) in the second quarter of 2026, representing an increase of 32.9% from the first quarter of 2026 and an increase of 85.5% from the second quarter of 2025. Total revenues were primarily comprised of revenue from EV sales

• EV deliveries were 70,085 in the second quarter of 2026, representing an increase of 20% from first quarter of 2026 and 96% increase from the second quarter of 2025. International markets outside of Vietnam accounted for approximately 11% of total deliveries during the quarter.

• E-scooter and e-bike deliveries were 286,039 in the second quarter of 2026, representing a 100% increase from first quarter of 2026 and 311% increase from the second quarter of 2025.

• As of June 30, 2026, customers can purchase VinFast EVs from 474 showrooms globally

• Vehicle sales were VND28,833.1 billion (US$1,143.9 million) in the second quarter of 2026, representing an increase of 33.4% from the first quarter of 2026 and an increase of 92.7% from the second quarter of 2025.

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