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Jun 30, 2025
Lotus Technology Q2 2025 Earnings Report
Lotus Technology posted a 44% YoY revenue decline in Q2 2025 but significantly narrowed losses.
Key Takeaways
In Q2 2025, Lotus Technology reported a sharp drop in revenue and deliveries due to tariff impacts and shifting model mix. However, the company reduced its net and operating losses, and improved adjusted EBITDA thanks to cost controls and the launch of upgraded models.
Revenue fell 44% YoY to $126 million.
Gross margin decreased to 5.4%, down from 9.2% YoY.
Net loss narrowed by 36% YoY to $130 million.
Adjusted EBITDA loss improved to $103 million, down 42% YoY.
Forward Guidance
Lotus expects continued growth in China driven by upgraded model launches, with a strategic focus on streamlining operations and expanding global partnerships.
Positive Outlook
- QoQ revenue grew 35% in China.
- Upgraded Eletre hyper SUV gaining market share.
- Funding commitments up to $500 million secured.
- Gross margin improved from full-year 2024 levels.
- Cost discipline helped reduce operating losses.
Challenges Ahead
- Global deliveries declined 49% YoY.
- Sportscar deliveries fell 82% YoY.
- Net loss still over $130 million.
- Gross margin decreased YoY.
- High exposure to China amidst global trade volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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