ECARX (NASDAQ:ECX) Issues Quarterly Earnings Results, Beats Estimates By $0.04 EPS

ECARX (NASDAQ:ECX) posted its quarterly earnings results on Thursday. The company reported $0.01 earnings per share for the quarter, beating the consensus estimate of ($0.03) by $0.04, Zacks reports.

Here are the key takeaways from ECARX’s conference call:

• ECARX reported a strong Q4 and full-year finish with Q4 revenue of $305M (+13% YoY), full-year revenue of $848M (+10% YoY), Q4 operating income $7M and Adjusted EBITDA $22M, marking their second consecutive profitable quarter.
• Management issued ambitious 2026 guidance of $1.0B–$1.1B revenue (≈20%–30% YoY) and reiterated a goal to maintain positive operating income for the year.
• Global expansion and product traction are key growth drivers — the Antora platform hit 1 million shipments in 2025, ECARX secured deeper Volkswagen partnerships in Latin America, obtained EU safety/privacy certifications, serves 18 OEMs across 28 brands, and raised near $200M (convertible bond + Geely investment) to fund R&D and international build-out.
• Component cost inflation, especially memory, is putting pressure on hardware margins; management expects full-year gross margin to be roughly 15%–18% in 2026 and will rely on pricing and cost actions to mitigate the headwind.
• Near-term demand risk—the company flagged typical Q1 seasonality plus policy-driven weakness in auto wholesale and end-user demand, which could weigh on near-term results despite a confident full-year outlook.

ECARX Stock Performance

NASDAQ ECX traded down $0.08 during trading hours on Thursday, hitting $1.86. The company had a trading volume of 10,784,849 shares, compared to its average volume of 3,769,115. The firm has a 50 day simple moving average of $1.81 and a 200 day simple moving average of $1.89. ECARX has a 52 week low of $0.76 and a 52 week high of $3.25. The firm has a market capitalization of $687.70 million, a price-to-earnings ratio of -8.43 and a beta of 0.76.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on ECX shares. Wall Street Zen upgraded shares of ECARX from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ECARX in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Sell rating, According to MarketBeat, ECARX presently has an average rating of “Sell”.

Hedge Funds Weigh In On ECARX

Several hedge funds have recently bought and sold shares of the company. Commonwealth of Pennsylvania Public School Empls Retrmt SYS purchased a new stake in shares of ECARX in the 4th quarter valued at about $47,000. Integrated Wealth Concepts LLC bought a new position in shares of ECARX in the third quarter worth approximately $51,000. Squarepoint Ops LLC bought a new stake in ECARX during the third quarter valued at approximately $59,000. Tower Research Capital LLC TRC bought a new position in shares of ECARX in the 2nd quarter worth $71,000. Finally, Goldman Sachs Group Inc. raised its position in shares of ECARX by 43.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 74,498 shares of the company’s stock valued at $94,000 after buying an additional 22,498 shares in the last quarter.

ECARX Company Profile

ECARX is a global automotive technology company focused on developing and delivering smart cockpit solutions for original equipment manufacturers (OEMs). The company designs and manufactures a range of in-vehicle computing platforms, central processing units, digital instrument clusters and multimedia infotainment systems. ECARX’s core offerings integrate software, hardware and cloud connectivity to create seamless user experiences for drivers and passengers.

The company’s product portfolio spans telematics control units, over-the-air update frameworks and next-generation human-machine interfaces (HMI).