ECARX Holdings, Inc., established in 2017, specializes in the conceptualization, engineering, and provision of cutting-edge automotive technology solutions. The company's primary offerings ...
예상 EPS $0.07 · 매출 $2.13B · 1 명의 애널리스트
예상 EPS $0.14 · 매출 $2.57B · 1 명의 애널리스트
예상 EPS $-0.16 · 매출 $7.18B · 1 명의 애널리스트
예상 EPS $0.07 · 매출 $1.32B · 1 명의 애널리스트
EPS $-0.03 · 매출 $225.20M
EPS $-0.03 · 매출 $131.50M
EPS $-0.19 · 매출 $847.86M
EPS $0.00 · 매출 $219.90M
EPS $-0.13 · 매출 $154.99M
EPS ¥-0.56 · 매출 ¥1.22B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $847.9M | -84.9% | +71.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-66.0M | +93.0% | -15.1% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +19.0% | -8.3% | -7.9% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -5.9% | +62.9% | +72.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -7.8% | +53.7% | +32.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-106.6M | +80.4% | — |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -12.6% | -29.9% | — |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | -154.3% | -36.3% | -30.0% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.59x | +6.3% | +11.6% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $662.3M | -82.4% | +36.8% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.19 vs -0.64 | +70.5% | -0.03 vs -0.20 | +83.9% |
| 매출 서프라이즈 | $847.9M vs $6.5B | -87.0% | $225.2M vs $1.5B | -85.4% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Mar 23, 2026 | Jeng Dylan Da-Long | officer | — | — | 0 | — |
| Mar 18, 2026 | Liu Zenggang | director: | — | — | 0 | — |
| Mar 18, 2026 | Shen Ziyu | director, officer: Chief Executive Officer | Class B Ordinary Shares | — | 0 | — |
| Mar 18, 2026 | Shen Ziyu | director, officer: Chief Executive Officer | Class A Ordinary Shares | — | 0 | — |
| Mar 18, 2026 | Heng Jun Hong | director | Class A Ordinary Shares | — | 0 | — |
Operator: Good day, and thank you for standing by. Welcome to the ECARX Q2 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Mark Hankinson. Please go ahead. Mark Hankinson: Thank you, operator. Good morning, and welcome to ECARX's Second Quarter 2026 Earnings Conference Call. With me today from ECARX are our Founder and Chief Executive Officer, Ziyu Shen; Chief Operating Officer, Peter Cirino; and Chief Financial Officer, Dylan Jeng. Following their prepared remarks, they will all be available to answer your questions. Before we start, I would like to refer you to our forward-looking statements at the bottom of our earnings press release, which also apply to this call. Further information on specific risk factors that could cause actual results to differ materially can be found in our filings with the SEC. In addition, this call will include discussions of certain non-GAAP financial measures. A reconciliation of the non-GAAP financial measures to the GAAP financial measures can be found at the bottom of our earnings press release. With that, I'd like to hand the call over to our Founder and CEO, Ziyu Shen. Ziyu, please go ahead. Ziyu Shen: Thank you, Mark. Hello, everyone, and thank you for joining us today. Last quarter, we outlined our vision to push the boundaries of automotive intelligence globally and how we are transforming into a truly global business, uniquely positioned to capitalize on the surging demand for higher-value software and physical AI. At our earnings in May, we said we expected a significant rebound in the market from Q2, both in terms of vehicle launches and shipments. The second quarter delivered exactly as expected. We delivered a strong financial result, and we continue to build momentum and make strong progress on our strategic objectives. The second quarter continued to be defined by disciplined execution and accelerating global momentum. Our top line revenue increased 45% year-over-year and up 71% from Q1. We reduced our operating expenses year-on-year despite the increased revenue. We grew gross margin to 19.8%, up from 10.8% this time last year. Most notably, we delivered our fourth consecutive quarter of positive adjusted EBITDA. I want to be clear about the market in which we achieved this. Demand in Chinese automotive has remained challenging through the first half of this year and global memory costs continue to be a significant factor. The growth in our revenue and profitability in this environment clearly demonstrates that the lean operating strategy we built through 2025 is doing exactly what we designed it to do. Throughout the quarter, we executed on our core priorities for the year with focus, accelerating our global strategy and investing in our R&D road map. That progress has strengthened our confidence going into the second half of 2026. First, our global expansion was …
| 이름 | 직함 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|
Ziyu Shen | Chief Executive Officer | Male | 1984 | Active |
Dylan D. Jeng | Chief Financial Officer | Male | 1970 | Active |
Peter W. Cirino | Chief Operating Officer | Male | 1973 | Active |
Gillian Tiltman | Head of Investor Relations | Female | — | Active |
LONDON, July 31, 2026 /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX) recognises today's key update from SiEngine Technology Co., Ltd., its incubated automotive semiconductor investment.
LONDON, July 28, 2026 /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX) ("ECARX" or the "Company"), a leading global automotive intelligence company, today announced it will host a conference call and live webcast on Tuesday, August 11, 2026, at 8:00 a.m. E.T to report its financial results and business highlights for the second quarter ended June 30, 2026.
LONDON, July 17, 2026 /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX) ("ECARX" or the "Company"), a leading global supplier of intelligent automotive computing and software solutions, today announced: an amendment deed (the "Amendment Deed") to upsize the capacity for its 2025 Convertible Notes (the "2025 Notes") from US$100 million to US$130 million; a further subscription by an existing investor for an additional 2025 Note in the amount of US$15 million; and the transfer of an existing 2025 Note to a new investor. The 2025 Notes were issued pursuant to a convertible note purchase agreement (the "2025 Note Purchase Agreement") entered into between the Company and an initial investor (the "Initial Investor") on November 3, 2025 as part of a refinancing of previous convertible notes issued in 2022.
I initiate ECARX Holdings Inc. with a 'Buy' rating, citing value-accretive M&A and strategic alliances. The Flyme acquisition enhances ECX's vertical integration, margin profile, and OEM win potential. Partnerships with TPK and May Mobility position ECX to capitalize on the expanding robotaxi and LiDAR markets.
RIO DE JANEIRO, June 23, 2026 /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX), a global leader in intelligent automotive computing and software-defined vehicle technology, has been presented with the Partnership Connectivity Award at Volkswagen Brazil's (Volkswagen do Brasil) flagship annual supplier summit, The One 2026. Held at the historic Ilha Fiscal landmark on Guanabara Bay in central Rio de Janeiro, the event brought together hundreds of Volkswagen Group South America strategic suppliers, automotive executives and industry stakeholders to recognise outstanding supply chain partners.
