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Ecarx Holdings Inc. (ECX)
NASDAQ:ECX
Earnings Data
Report Date
Jun 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone driven by record quarterly revenue, sequential profitability (net income, operating income, adjusted EBITDA), strong shipment and platform adoption metrics, significant capital raises, and an ambitious 2026 revenue guidance (+20% to +30% YoY). The main negatives were supply-chain and memory cost pressures, expected Q1 seasonality with potential near-term demand softness (~20% auto wholesale decline cited), possible gross-margin compression (guidance to 15%–18%), and relatively small software/service revenue today. On balance, the company presented strong operational momentum and financial durability while acknowledging manageable near-term risks.Company Guidance
Record Q4 Revenue and YoY Growth
Q4 revenue of $305,000,000, up 13% year over year, the highest quarterly revenue in company history; full-year 2025 revenue of $848,000,000, up 10% year over year.
Return to Profitability and Margin Improvement
Q4 net income of $2,800,000, operating income of $7,000,000 (a 155% improvement YoY), adjusted EBITDA of $22,000,000 (up from $10,000,000 in Q4 last year), and Q4 gross profit of $64,000,000 (up 11% YoY) with a 21% gross margin.
Strong Product Adoption and Shipment Growth
Shipped approximately 910,000 units in Q4, bringing cumulative installed units to ~11,000,000 (up 36% YoY). Shipments of Antora, MONADO, and Pikes series increased 62% YoY during the quarter; Antora series hit a 1,000,000-unit milestone in 2025.
Mix Shift Toward Higher-Value In-House Platforms
Sales of goods were $270,000,000 (up 27% YoY) with advanced in-house platforms contributing 74% of sales of goods revenue, reflecting stronger vertical integration and capture of greater value.
Significant Capital Raises and Balance Sheet Actions
Announced a convertible bond financing agreement up to $150,000,000 with ATW Partners and raised $456,000,000 from strategic partner Geely, strengthening capital to support R&D and international expansion.
Global Expansion and Strategic OEM Partnerships
Deepened partnership with Volkswagen Group for Latin America and expanded deployments (including Geely Galaxy EX5, Volvo EX30, Geely Galaxy M9), demonstrated European readiness with key safety/privacy certifications, and ongoing Singapore HQ operationalization to support global IP, R&D, and treasury.
Operational Efficiency and Cost Discipline
Operating expenses decreased 19% in Q4 to $57,000,000 and fell 24% for the full year to $216,000,000, evidencing successful lean operating strategy while maintaining R&D progress.
Ambitious 2026 Guidance
Full-year 2026 revenue guidance of $1,000,000,000 to $1,100,000,000 (implying +20% to +30% YoY) and commitment to maintain positive operating income throughout 2026.
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 |
|---|---|---|---|
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% |
Apr 30, 2025 | $1.20 | $1.30 | +8.33% |
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 Jun 15, 2026, Before Open (Confirmed).
What is Ecarx Holdings Inc. (ECX) earnings time?
Ecarx Holdings Inc. (ECX) earnings time is at Jun 15, 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 (Q1) is >-0.01.