ECARX Holdings Past Earnings Performance
Past criteria checks 0/6
ECARX Holdings has been growing earnings at an average annual rate of 30%, while the Auto Components industry saw earnings growing at 4.9% annually. Revenues have been growing at an average rate of 13.6% per year.
Key information
30.00%
Earnings growth rate
38.32%
EPS growth rate
| Auto Components Industry Growth | 10.46% |
| Revenue growth rate | 13.64% |
| Return on equity | n/a |
| Net Margin | -2.25% |
| Last Earnings Update | 30 Jun 2026 |
Recent past performance updates
Recent updates
Software-Defined Vehicles And Integrated Stacks Will Reshape This Auto Technology Supplier
Catalysts About ECARX Holdings ECARX Holdings develops and supplies automotive intelligence platforms that combine hardware, software and services for global automakers. What are the underlying business or industry changes driving this perspective?
ECX: Autonomous Ride Hail Supply Agreements Will Underpin Future Upside Potential
The latest Narrative Update on ECARX Holdings reflects a lower analyst price target, with fair value moving from $2.70 to $2.40 as analysts now apply a higher discount rate, factor in more moderate revenue growth of 20.94% and a slimmer profit margin of 3.06%, and assume a higher future P/E of 33.00x. What's in the News for ECARX Holdings ECARX Holdings entered a business cooperation agreement with TPK Holding to co-develop the ORCA LiDAR platform for global markets, with mass production planned at TPK's Thailand facility starting in 2028.
ECX: Future Autonomy Contracts Will Drive Upside Despite Going Concern Risk
Analysts have adjusted their fair value estimate for ECARX Holdings to $4.11 from $5.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current risk and earnings outlook. What’s in the News for ECARX Holdings ECARX Holdings signed a binding memorandum of business cooperation with TPK Holding to jointly develop the ORCA LiDAR platform for global markets, with mass production scheduled to start in 2028 at TPK’s facility in Thailand.ECARX Holdings: A Bull On Recent Acquisition And Partnerships
Summary I initiate ECARX Holdings Inc. with a 'Buy' rating, citing value-accretive M&A and strategic alliances. The Flyme acquisition enhances ECX’s vertical integration, margin profile, and OEM win potential. Partnerships with TPK and May Mobility position ECX to capitalize on the expanding robotaxi and LiDAR markets. Read the full article on Seeking AlphaECARX Holdings: A Next-Gen Automotive Tech Play With A Bargain Price Tag
Summary ECARX specializes in advanced digital cockpit and computing platforms, positioning itself as a key player in software-defined vehicles. The company's Q3 revenue grew by 31% YoY, driven by high demand for its Cloudpeak and Polestar OS technologies in popular EV models. Collaborations with 17 OEMs, including Volvo and Polestar, and over 40 upcoming vehicle models highlight its strong ecosystem and market potential. With an EV/Sales ratio of just 1.27 and stellar growth projections, ECARX offers a compelling value opportunity compared to industry peers. Despite challenges in Chinese EV exports, its global presence and innovation roadmap ensure strong positioning and potential for profitability. Read the full article on Seeking AlphaRevenue & Expenses Breakdown
How ECARX Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 881 | -20 | 89 | 101 |
| 31 Mar 26 | 849 | -50 | 91 | 107 |
| 31 Dec 25 | 848 | -66 | 96 | 117 |
| 30 Sep 25 | 823 | -75 | 92 | 141 |
| 30 Jun 25 | 796 | -120 | 102 | 161 |
| 31 Mar 25 | 805 | -115 | 107 | 168 |
| 31 Dec 24 | 772 | -130 | 111 | 171 |
| 30 Sep 24 | 769 | -167 | 126 | 190 |
| 30 Jun 24 | 711 | -157 | 129 | 184 |
| 31 Mar 24 | 675 | -142 | 133 | 175 |
| 31 Dec 23 | 662 | -133 | 135 | 173 |
| 30 Sep 23 | 596 | -199 | 187 | 174 |
| 30 Jun 23 | 549 | -211 | 178 | 158 |
| 31 Mar 23 | 535 | -267 | 203 | 179 |
| 31 Dec 22 | 516 | -278 | 194 | 189 |
| 30 Sep 22 | 405 | -208 | 118 | 167 |
| 30 Jun 22 | 449 | -224 | 129 | 202 |
| 31 Mar 22 | 456 | -217 | 97 | 202 |
| 31 Dec 21 | 437 | -223 | 96 | 190 |
| 31 Dec 20 | 343 | -83 | 42 | 108 |
Quality Earnings: ECX is currently unprofitable.
Growing Profit Margin: ECX is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: ECX is unprofitable, but has reduced losses over the past 5 years at a rate of 30% per year.
Accelerating Growth: Unable to compare ECX's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: ECX is unprofitable, making it difficult to compare its past year earnings growth to the Auto Components industry (12.5%).
Return on Equity
High ROE: ECX's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/19 04:22 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ECARX Holdings Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Derek Soderberg | Cantor Fitzgerald & Co. |
| null null | China International Capital Corporation Limited |
| Huijun Pang | DBS Bank Ltd |