Lotus Technology (ADR)
Designs luxury electric vehicles and distributes Lotus sports cars worldwide.
Something off on this page? Send us feedback.
Profile
Sells luxury lifestyle battery-electric vehicles and distributes Lotus sports cars, with sales and ancillary services. The Shanghai-headquartered company uses the British Lotus brand through a digital-first, asset-light model supported by the Geely ecosystem.
Luxury lifestyle battery-electric vehicles are designed, developed, and sold under the Lotus brand, while Lotus sports cars are distributed globally. Sales and ancillary services complement those vehicle lines. The listed business commercializes the British racing heritage of the Lotus marque without being the historical origin of that brand.
Most deliveries come from China and Europe, and the Eletre expanded to Canada as an export market. R&D capability and a digital-first omnichannel sales model support the luxury lifestyle vehicle business.
Vehicle revenue is concentrated in limited models; production relies on partners, the Geely ecosystem, and battery-cell and semiconductor supply. Tariffs, inventory destocking, and phased upgraded-model rollouts shape delivery volumes.
Company facts
Categories
Key statistics
Year to date −12.3% · Average volume (30d) 334.8K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q2 FY26 | −$0.18 | −$0.23 | −27.8% | $139.7M | $268.1M | +92.0% | +5.04% |
| Apr 10, 2026 | −$0.18 | −$0.14 | +22.2% | $112.7M | — | — | −3.36% |
| Nov 24, 2025Q3 FY25 | — | −$0.10 | — | $136.8M | $136.8M | 0.0% | +3.20% |
| Aug 29, 2025Q2 FY25 | — | −$0.20 | — | — | $125.5M | — | −2.36% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $271.5M | $92.8M | $126.6M | $136.8M | $163.3M | $268.1M | |
| Gross profit | −$29.5M | $11.1M | $6.8M | $10.8M | $16.5M | $26.3M | |
| Operating income | −$188.6M | −$103.0M | −$110.0M | −$93.2M | −$66.0M | −$97.4M | |
| Net income | −$436.5M | −$182.8M | −$131.3M | −$65.1M | −$85.8M | −$150.9M | |
| Diluted EPS | −$0.65 | −$0.28 | −$0.19 | −$0.10 | −$0.14 | −$0.23 | |
| Gross margin | -10.9% | 12.0% | 5.4% | 7.9% | 10.1% | 9.8% | |
| Operating margin | -69.5% | -111.0% | -86.9% | -68.1% | -40.4% | -36.3% |
Fiscal years (4-quarter sums)FY22 $9.6M · FY23 $768.1M · FY24 $924.0M · FY25 $519.6M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Dec 31, 2025Cash & short-term investments $73.4M · Total debt $1.84B · Total assets $1.95B · Shareholders' equity −$1.32B
Dividends
No dividends on record.
Ownership
Shares outstanding 648.13M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Eric Li (Li Shufu) | 338.62M | 52.30% | 13D | Jun 12, 2026 |
| Etika Automotive Sdn Bhd | 179.75M | 27.80% | 13D | Jun 24, 2026 |
| JAK Opportunities XXV LLC | 75.33M | 9.90% | 13G | Oct 3, 2025 |
| Qingfeng Feng · director, officer: Chief Executive Officer | 57.06M | 8.80% | Form 4 | Mar 26, 2026 |
| Donghui Li · director | 14.40M | 2.22% | Form 4 | Mar 27, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Tesla
Luxury electric-SUV overlap through Model X performance and charging
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lotus Technology (ADR) | $1.24 | −0.40% | $803.7M | — | — | 1.2 | +113.6% |
| Tesla | $348.19 | −0.16% | $1.38T | 322.9 | 174.6 | 13.3 | +25.5% |
| Median | 322.9 | 174.6 | 13.3 | +25.5% |