Lotus Technology Inc. (LOT)
NASDAQ:LOT
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Earnings Data
Report Date
Jun 03, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.28Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call portrayed a mixed picture: significant top-line and volume declines in 2025 (deliveries down ~64%, revenues down ~44%) and continued sizeable losses remain material negatives. At the same time, management demonstrated clear operational progress—improved gross margins (to 9%-10%), sharply reduced operating expenses, inventory normalization, strong growth in service/IP revenue, strategic investment, certification wins, and product (PHEV) launches that could improve market access and margins going forward. The company appears to be executing a restructuring and product strategy that reduces losses and positions it for recovery, but meaningful revenue and market access risks remain in the near term.Company Guidance
Margin and Profitability Improvement
Gross margin improved to 10% in Q4 2025 (from -11% year-ago Q4) and to 9% for full year 2025 (from 3% in 2024). Operating loss narrowed 65% year-on-year to $66 million in Q4 and operating loss for the year narrowed 46% year-on-year; net loss decreased 58% year-on-year. Adjusted EBITDA loss improved by 63% year-on-year to a $356 million loss (from $961 million).
Significant Operating Cost Reductions
R&D expenses declined to $171 million (from $275 million, ~38% reduction), selling & marketing decreased to $153 million (from $322 million, ~52% reduction), and general & administrative expenses declined to $136 million (from $227 million, ~40% reduction), demonstrating sustained cost-control measures.
Service Revenue Growth and IP Commercialization
Service revenue rose 69% year-over-year to $36 million for 2025, with R&D service revenue accounting for over 75% of services, reflecting commercialization of intellectual property and third-party R&D engagements.
Product and Technology Milestones
Launch of the PHEV 'For Me' (Lotus For Me) on March 29, 2026 with deliveries starting March 30; technical specs highlighted (900V architecture, 70 kWh battery, 952 hp CRTC, very strong range/performance metrics). First Chinese-made EV to earn UN-R171.01 certification for highway navigation systems, supporting premium European market access.
Strategic Capital and Partnerships
Secured $23 million strategic investment from ECAREX to accelerate innovation and global tech collaboration; plans to deepen channel partnerships and technical collaborations across regions.
Inventory and Channel Optimization
Stock levels reduced by 43% year-over-year following active destocking and product-line adjustments, improving inventory health and positioning for 2026. Dealer footprint reported across regions (e.g., 211 sales points in Europe).
Recovery Signals in Select Markets
China deliveries increased ~3% year-over-year (from ~2,800 to ~2,900), and sports car sales recovery in the U.S. and Q4 sequential improvements were noted despite price increases; Canada deliveries expected to start in May 2026.
Product Portfolio Diversification
Company expanded offerings with upgraded models and hybrid product development to address markets with slower BEV adoption; plans for staged global rollout of new models (EU orders opening Oct, launch Nov, deliveries Dec for certain models).
LOT 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
LOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 10, 2026 | $1.46 | $1.49 | +2.05% |
Nov 20, 2025 | $1.26 | $1.22 | -3.17% |
Aug 29, 2025 | $2.12 | $2.12 | 0.00% |
Jun 25, 2025 | $2.42 | $2.55 | +5.37% |
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 Lotus Technology Inc. (LOT) report earnings?
Lotus Technology Inc. (LOT) is schdueled to report earning on Jun 03, 2026, Before Open (Confirmed).
What is Lotus Technology Inc. (LOT) earnings time?
Lotus Technology Inc. (LOT) earnings time is at Jun 03, 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?
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What is LOT EPS forecast?
Currently, no data Available