ECARX Holdings, Inc., established in 2017, specializes in the conceptualization, engineering, and provision of cutting-edge automotive technology solutions. The company's primary offerings ...
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Est. EPS $0.07 · Revenue $2.13B · 1 analysts
Est. EPS $0.14 · Revenue $2.57B · 1 analysts
Est. EPS $-0.16 · Revenue $7.18B · 1 analysts
Est. EPS $0.07 · Revenue $1.32B · 1 analysts
EPS $-0.03 · Revenue $225.27M
EPS $-0.03 · Revenue $131.50M
EPS $-0.19 · Revenue $847.86M
EPS $0.00 · Revenue $219.90M
EPS $-0.13 · Revenue $154.99M
EPS ¥-0.56 · Revenue ¥167.70M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $847.9M | -84.9% | +71.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-66.0M | +93.0% | -15.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +19.0% | -8.3% | -7.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -5.9% | +62.9% | +72.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -7.8% | +53.7% | +32.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-106.6M | +80.4% | — |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -12.6% | -29.9% | — |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -154.3% | -36.3% | -30.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.59x | +6.3% | +11.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $662.3M | -82.4% | +36.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.19 vs -0.64 | +70.5% | -0.03 vs -0.20 | +83.9% |
| Revenue Surprise | $847.9M vs $6.5B | -87.0% | $225.3M vs $1.5B | -85.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
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.
