The earnings call for ECARX in Q2 2025 showed solid growth in vehicle shipments, expansion in global partnerships, and significant recognition in the industry. However, the company faced challenges with seasonal revenue impact, a decline in gross profit, and reduced software license and service revenues. Despite these challenges, ECARX is confident in achieving adjusted EBITDA breakeven in the remaining quarters of 2025.

Company Guidance

During ECARX's Second Quarter 2025 Earnings Conference Call, the company provided guidance indicating a positive trajectory towards achieving EBITDA breakeven in each of the remaining quarters and the full year 2025. ECARX reported shipping 532,000 units in Q2, increasing the total number of vehicles equipped with their technology to over 9.3 million. Revenue for the quarter reached USD 156 million, with operating expenses reduced by 20% to USD 57.2 million. The company highlighted a 112% year-over-year increase in shipments of their Antora series solutions to 135,000 units. ECARX also secured over USD 1 billion in lifetime revenue from overseas contracts. The company's strategic expansion includes a new global headquarters in Singapore set to open in the second half of 2025. Despite a challenging market environment, ECARX remains confident in achieving close to 20% revenue growth for the year, driven by their disciplined execution, strong partnerships, and a diversified portfolio of solutions.

Growth in Vehicle Shipments

ECARX shipped 532,000 units in Q2 2025, with the cumulative total of vehicles equipped with ECARX technology reaching over 9.3 million. This marks a 20% year-over-year growth in vehicle volume.

Expansion of Global Partnerships

ECARX secured several major new project wins, including a USD 1 billion lifetime revenue contract, and expanded its footprint by serving 18 OEMs across 28 brands globally.

Surge in Antora Series Solutions

Shipments of Antora series solutions surged by 112% year-over-year to 135,000 units, supporting the growth momentum.

Geely Partnership Success

ECARX's solutions enabled Geely's Galaxy brand to surpass 1 million units in sales, making it the fastest NEV brand to achieve this milestone.

Increased Revenue from In-House Platforms

Antora, Venado, and Skyland platforms contributed 56% to total sales of goods revenue, more than doubling from 28% in the prior year period.

Recognition and Awards

ECARX received Volkswagen Brazil's Technical Development and Innovation Award and was included in the 2025 China Automotive Supply Chain Top 100 ranking.

Global Expansion Initiatives

The opening of a new global headquarters in Singapore is set for the second half of 2025, enhancing global IP management, R&D collaboration, and supply chain optimization.

ECARX Holdings (ECX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ECX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.01 / -	-0.136	―	―	―
Aug 26, 2025	2025 (Q2)	-0.03 / -0.13	-0.117	-10.83% (-0.01)
Apr 30, 2025	2025 (Q1)	-0.05 / -0.08	-0.117	32.14% (+0.04)
Mar 11, 2025	2024 (Q4)	-0.08 / -0.02	-0.122	87.36% (+0.11)
Nov 07, 2024	2024 (Q3)	-0.05 / -0.14	-0.11	-22.78% (-0.03)
Aug 08, 2024	2024 (Q2)	-0.08 / -0.12	-0.073	-61.54% (-0.04)
May 20, 2024	2024 (Q1)	-0.08 / -0.12	-0.08	-47.11% (-0.04)
Feb 28, 2024	2023 (Q4)	-0.13 / -0.12	-0.373	67.40% (+0.25)
Nov 09, 2023	2023 (Q3)	-0.09 / -0.11	0.008	-1416.67% (-0.12)
Aug 09, 2023	2023 (Q2)	-0.11 / -0.07	-0.003	-2263.64% (-0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ECX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$1.69	$1.52	-10.06%
Apr 30, 2025	$1.20	$1.30	+8.33%
Mar 11, 2025	$2.67	$2.49	-6.74%
Nov 07, 2024	$1.83	$1.84	+0.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ecarx Holdings Inc. (ECX) report earnings?

Ecarx Holdings Inc. (ECX) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Ecarx Holdings Inc. (ECX) earnings time?

Ecarx Holdings Inc. (ECX) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ECX EPS forecast?

ECX EPS forecast for the fiscal quarter 2025 (Q3) is -0.01.

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