VinFast Auto (VFS) Announces Preliminary Vehicle Deliveries for Q3 2025

Core Insights - VinFast Auto Ltd. (NASDAQ:VFS) is experiencing exponential growth, with significant vehicle deliveries projected through 2026 [1][2] Vehicle Deliveries - In Q3 2025, VinFast delivered 38,195 electric vehicles globally, marking a 7% increase quarter-over-quarter (QoQ) and a 74% increase year-over-year (YoY) [1] - The VF 3 and VF 5 models were the top sellers, accounting for 47% of total deliveries, while the VF 6 contributed 16% [1] - Cumulatively, in the first nine months of 2025, the company delivered 110,362 EVs, reflecting a remarkable 149% growth YoY [2] Market Opportunities - The company identifies significant opportunities in its core Asian markets, indicating a strategic focus on scaling volumes while maintaining cost discipline [3] - VinFast's path to profitability is supported by economies of scale, which are expected to enhance operating leverage [3]