ECARX
Supplies automakers with integrated hardware and software for software-defined vehicles.
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Profile
Supplies automakers with an integrated vehicle-computing stack spanning chip hardware, central computing, cockpit technology, assisted-driving systems, cloud connectivity, and vehicle software. The founder-led company delivers its hardware-and-software architecture directly into OEM vehicle programs, while a proposed Flyme software acquisition remains subject to closing conditions.
Supplies automakers with an integrated vehicle-computing stack that combines system-on-chip hardware, central computing, cockpit technology, assisted-driving systems, cloud connectivity, and vehicle software. Named platforms include Antora, Makalu, Super Brain, and Cloudpeak, with Skyland intelligent-driving solutions and navigation also in the line-up. The architecture is built for OEM platforms rather than consumer-branded devices.
The founder-led company delivers this vertically integrated hardware-and-software architecture directly into OEM vehicle programs. A proposed acquisition of the Flyme portfolio, including Flyme Auto and Flyme OS, remains subject to closing conditions; planned software expansion therefore depends on completion of that transaction.
Company facts
Key statistics
Year to date −36.3% · Average volume (30d) 664.2K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.03 | −$0.03 | +0.1% | $226.9M | $223.6M | −1.5% | −0.95% |
| May 19, 2026Q1 FY26 | −$0.01 | −$0.03 | −200.0% | $204.7M | $129.7M | −36.6% | +0.74% |
| Feb 12, 2026Q4 FY25 | $0.04 | $0.01 | −75.4% | $383.1M | $300.6M | −21.5% | −6.78% |
| Nov 3, 2025Q3 FY25 | −$0.01 | −$0.14 | −1,096.7% | $271.4M | $198.2M | −27.0% | −10.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $167.7M | $155.0M | $219.9M | $304.7M | $131.5M | $225.2M | |
| Gross profit | $33.2M | $16.6M | $47.6M | $63.7M | $28.2M | $44.5M | |
| Operating income | −$178.9M | −$40.5M | $3.3M | $7.1M | −$13.0M | −$6.2M | |
| Net income | −$188.1M | −$43.2M | $400.0K | $2.6M | −$10.6M | −$12.2M | |
| Diluted EPS | −$0.56 | −$0.13 | $0.00 | $0.01 | −$0.03 | −$0.03 | |
| Gross margin | 19.8% | 10.7% | 21.6% | 20.9% | 21.4% | 19.8% | |
| Operating margin | -106.7% | -26.1% | 1.5% | 2.3% | -9.9% | -2.8% |
Fiscal years (4-quarter sums)FY21 $2.78B · FY22 $3.56B · FY23 $4.70B · FY24 $5.55B · FY25 $847.3M
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $203.0M · Total debt $700.9M · Total assets $986.3M · Shareholders' equity −$264.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 347.03M · Float 114.35M · 33.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Eric Li (Li Shufu) | 205.76M | 53.50% | 13D | Jan 21, 2026 |
| Ziyu Shen · director, officer: Chief Executive Officer | 24.48M | 7.05% | Form 4 | Mar 25, 2026 |
| Susquehanna International Group, LLP | 5.09M | 1.47% | 13F | Aug 14, 2026 |
| Legal & General Group PLC | 2.33M | 0.67% | 13F | Aug 14, 2026 |
| Tudor Investment Corp et al | 2.20M | 0.63% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Qualcomm
Automotive SoCs and digital-chassis platforms for cockpit and ADAS
- Nvidia
DRIVE compute and software platforms for AI-defined vehicles
- Visteon
Cockpit electronics and domain-controller supplier to vehicle makers
- Mobileye
EyeQ-based ADAS and automated-driving systems for OEM programs
