Catl Reports Strong Q4 2025 Earnings, Expanding Lead Over BYD in Battery Market
Catl exceeded expectations in Q4 2025, reporting a net profit of $3.3 billion, a 57.1% increase year-on-year. Its revenues of $20.4 billion were also above forecasts. Despite a slowdown in the electric vehicle market, Catl maintained a 39.2% global share in EV batteries and 30% in lithium storage batteries, with an 80% increase in shipments. In contrast, BYD's market share fell to 16.4%. Catl's market capitalization reached $232 billion, significantly ahead of BYD's $112 billion. BYD plans to build 20,000 fast charging stations by 2026.
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Catl reported Q4 2025 earnings exceeding expectations, with a net profit of $3.3 billion, up 57.1% year-on-year, and revenues of $20.4 billion, a 36.6% increase. Despite a slowdown in the electric vehicle market, Catl's global share of EV batteries reached 39.2%, while BYD's fell to 16.4%.
Catl's growth was supported by demand for energy storage batteries, which accounted for nearly 15% of total sales in 2025. Catl's market capitalization is $232 billion, compared to BYD's $112 billion. BYD plans to build a network of 20,000 fast charging stations by 2026.
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