VinFast Auto (VFS) Revenue by Segment

Breaks down sales across various business units, offering insight into which segments are growing and contributing most to overall revenue.

Vehicles have become the overwhelming revenue driver, culminating in a sharp delivery-era spike in late 2025, but many after‑sales categories (Spare Parts, Services, Merchandise, Leasing) abruptly drop to zero at year‑end 2025 while an 'Other' line emerges—strongly suggesting a reporting or accounting reclassification rather than pure business disappearance. That inflates the vehicle ramp on the headline and obscures recurring, higher-margin aftermarket revenue; investors should press management for disclosure to separate true operational growth from classification effects and watch for margin composition shifts.