Ecarx Holdings Inc. (ECX)
NASDAQ:ECX
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.14Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented meaningful operational and profitability improvements—expanded gross margin to 21.4%, positive adjusted EBITDA for a third straight quarter, strong cost reductions, rising high-end product shipments (+73% YoY) and major strategic wins (May Mobility, Volkswagen program, global R&D investment). Offsetting these positives are a modest ~6% revenue decline, seasonal softness, sharp memory cost inflation (DDR +300%), lower software/service revenues due to timing and one-time prior-year items, and some inconsistent reported figures. On balance the company emphasized disciplined execution, margin resilience and a clear strategic roadmap while acknowledging near-term headwinds.Company Guidance
Improved Profitability and Margin Expansion
Gross profit of $28 million and gross margin expanded to 21.4%. Operating loss narrowed to $13 million (vs $25 million in Q1 2025). Adjusted EBITDA was positive $4 million for the third consecutive quarter (vs negative $15 million in Q1 2025).
Cost Discipline and Operating Efficiency
Operating expenses decreased 29% year-over-year to $41 million. R&D expense reduced 32% to $24 million and SG&A decreased 24% to $18 million, driven by prioritization, efficiency gains and lower share-based compensation.
Strategic Global Expansion and Governance Improvements
Nearly $200 million of recently raised capital is being deployed to build an R&D hub in Germany and expand operations in South America and Singapore. Company appointed Lone Schroder as Chair and separated Chair/CEO roles; added a new CFO and Head of IR to strengthen global governance and execution.
Major Autonomous Driving Win (May Mobility)
Signed a strategic framework agreement with May Mobility to develop and deliver thousands of autonomous-enabled vehicles, marking ECARX's first entry into the robotaxi market and expanding addressable market opportunities.
Strong High-End Product Momentum
Shipments of high-end pikes and Antora solutions increased ~73% year-over-year. Over 360,000 units shipped this quarter and cumulative vehicles shipped with ECARX technologies exceeded 11 million vehicles, up nearly 30% year-over-year. Solutions now power 28 brands across 18 OEMs.
Commercial Program Progression (Volkswagen & New Models)
Volkswagen Group program moved into industrialization phase ahead of an anticipated 2027 launch. Began mass production for 4 new models across 3 brands using next-generation pikes and Antora Series solutions.
Silicon / IP Monetization and Validation
Monetized a portion of SiEngine shareholding, realizing a material gain (management referenced $40M and elsewhere $14M partial monetization) which management highlighted as validation of their ability to incubate, integrate and monetize silicon/IP assets.
Reiterated Full-Year Revenue Guidance
Management reiterated full-year 2026 revenue guidance of $1.0 billion to $1.1 billion, expressing confidence based on backlog and an accelerating commercial pipeline.
ECX Earnings History
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 |
|---|---|---|---|
May 19, 2026 | $1.03 | $0.96 | -6.80% |
Feb 12, 2026 | $1.93 | $1.77 | -8.29% |
Nov 03, 2025 | $2.50 | $2.48 | -0.80% |
Aug 26, 2025 | $1.69 | $1.52 | -10.06% |
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 Aug 06, 2026, Before Open (Confirmed).
What is Ecarx Holdings Inc. (ECX) earnings time?
Ecarx Holdings Inc. (ECX) earnings time is at Aug 06, 2026, 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 2026 (Q2) is -0.03.