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ECARX Holdings (ECX) investor relations material
ECARX Holdings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Achieved first-ever quarterly net profit of $0.9 million and EBITDA break-even in Q3 2025, reversing a $47.2 million loss from the prior year, with adjusted EBITDA at $8.3 million.
Revenue rose 11% year-over-year and 41% sequentially to $219.9 million, driven by strong demand, new vehicle model launches, and record Antora platform shipments.
Shipments reached 667,000 units, up 51% year-over-year and 26% sequentially, with Antora series shipments at a record 196,000 units.
Expanded global partnerships and secured major new projects with top Chinese and European automakers, with technology now in approximately 10 million vehicles and total contracted lifetime revenue from global automakers exceeding $2.5 billion.
Serving 18 OEMs across 28 vehicle brands, with a major presence on three continents and ongoing international expansion.
Financial highlights
Q3 2025 revenue was $219.9 million, up 11% year-over-year; sales of goods revenue: $181.7 million; service revenue: $37.3 million; software license revenue: $0.9 million.
Gross profit increased 39% year-over-year to $47.6 million, with gross margin improving to 22% from 17% last year.
Operating expenses decreased significantly, with R&D down 46% to $25.9 million and SG&A down 37% to $18.4 million.
Adjusted EBITDA for Q3 was $8.3 million, a turnaround from a $31.9 million loss a year ago.
Cash and restricted cash at quarter end: $50.4 million.
Outlook and guidance
Expect to maintain profitability in Q4 and achieve double-digit revenue growth in 2025 and beyond, with Q4 anticipated as a peak season for volume and revenue.
Disciplined execution and backlog building expected to offset typical Q1 seasonality in 2026.
Overseas revenue targeted to reach 30% by 2028 and 50% by 2030, with a robust $2.5 billion overseas order pipeline.
Management highlights ongoing international expansion and expects improved comparability to peers due to the change in reporting currency to USD.
Additional capital from up to $150 million in convertible notes will support international expansion and product innovation.
Strategy for 50% overseas revenue by 2030
Flash-based LiDAR product development update
Impact of 50% GAS certification time reduction
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Next ECARX Holdings earnings date
Q4 20252 Mar, 2026
Next ECARX Holdings earnings date
Q4 20252 Mar, 2026
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Frequently asked questions
ECARX Holdings Inc. is a prominent developer of a automotive computing platform aimed at transforming the global mobility market. The company specializes in creating key products such as infotainment head units, digital cockpits, and vehicle chipset solutions. Additionally, ECARX offers a core operating system and an integrated software stack. The company is headquartered in London, United Kingdom, and its shares are listed on the Nasdaq.
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