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Sep 30
ECARX Q3 2025 Earnings Report
Estimated Revenue:$270M
+10.1% YoY
Estimated EPS:-$0.01
+80.0% YoY
Key Takeaways
ECARX achieved breakeven adjusted EBITDA and posted a net profit of $0.9 million in Q3 2025, supported by 11% YoY revenue growth and disciplined cost management. The company saw improved gross margins and continued global expansion.
Revenue rose 11% YoY to $219.9 million, driven by strong goods and services sales
Adjusted EBITDA turned positive at $8.3 million, compared to a $31.9 million loss a year ago
Gross margin improved to 22% from 17% in Q3 2024
Net profit reached $0.9 million, the first quarterly profit in company history
ECARX
ECARX
ECARX Revenue by Segment
Revenue by Segment
Sales of Goods Revenue
CapyFin.comSoftware License Revenue
CapyFin.comServices Revenue
CapyFin.com Forward Guidance
The company expects continued momentum in Q4 2025, supported by expanding global partnerships, new project wins, and improved profitability.
Positive Outlook
- First quarter of positive net income
- Significant growth in shipment volumes, including Antora and Pikes platforms
- Second project secured with top European automaker
- Improved gross margin due to better product mix and cost efficiencies
- Convertible note funding to support expansion and innovation
Challenges Ahead
- Software license revenue fell 92% YoY
- Gross margin pressure remains on software segment
- Cash reserves remain relatively low at $50.4 million
- Ongoing shareholder equity deficit
- Future fundraising efforts still required to cover additional convertible notes
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Key Statistics
Market Cap
$790M
P/E Ratio
-5.28
Sector
Technology Services
Industry
Packaged Software
52-Week High
$3.2
52-Week Low
$0.796
Adjusted EBITDA
$8.3M
Gross Margin
22%