ECX · NASDAQ · Auto - Parts

ECARX (ECX)

Supplies automakers with integrated hardware and software for software-defined vehicles.

$1.10
vs last close−0.00 (−0.45%)
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ECARX Holdings, Inc.ECX
Consumer Discretionary

Supplies automakers with an integrated vehicle-computing stack spanning chip hardware, central computing, cockpit technology, assisted-driving systems, cloud connectivity, and vehicle software. The founder-led company delivers its hardware-and-software architecture directly into OEM vehicle programs, while a proposed Flyme software acquisition remains subject to closing conditions.

Supplies automakers with an integrated vehicle-computing stack that combines system-on-chip hardware, central computing, cockpit technology, assisted-driving systems, cloud connectivity, and vehicle software. Named platforms include Antora, Makalu, Super Brain, and Cloudpeak, with Skyland intelligent-driving solutions and navigation also in the line-up. The architecture is built for OEM platforms rather than consumer-branded devices.

The founder-led company delivers this vertically integrated hardware-and-software architecture directly into OEM vehicle programs. A proposed acquisition of the Flyme portfolio, including Flyme Auto and Flyme OS, remains subject to closing conditions; planned software expansion therefore depends on completion of that transaction.

Company facts

CEOZiyu Shen
ListedDec 21, 2022
ExchangeNASDAQ
HeadquartersLondon, United Kingdom
CountryChina
Employees1,432
CIK0001861974
ISINKYG292011031

Market cap$381.7M
EPS (ttm)−$0.0532
P/E (ttm)−20.68
ROE
P/B
P/S0.4331
Dividend yieldDiv yield
Beta1.51vs XLY 0.60

No analyst consensus on record.

Next report
Nov 2, 26
in 40 days
EPS estimate
$0.01
Revenue estimate
$316.0M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25Apr '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.02−$0.08−$0.13−$0.14$0.01−$0.03−$0.03Pending
Estimate−$0.08−$0.36$0.00−$0.01$0.04−$0.01−$0.03$0.01
Surprise+81.4%+77.8%−1,096.7%−75.4%−195.8%+0.1%

RevenueReportedEstimate

Mar '25Apr '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$265.8M$167.9M$132.8M$198.2M$300.6M$129.7M$223.6MPending
Estimate$238.5M$223.9M$227.1M$271.4M$383.1M$204.7M$226.9M$316.0M
Surprise+11.5%−25.0%−41.5%−27.0%−21.5%−36.6%−1.5%
Estimate$0.01
ReportedDue Nov 2, 2026
Estimate$316.0M
ReportedDue Nov 2, 2026
View details

Current ratio72.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.39B$245.5M$1.22B$155.0M$219.9M$304.7M$131.5M$225.2M
Net income−$317.2M$62.8K−$188.1M−$43.2M$400.0K$2.6M−$10.6M−$12.2M
Net margin0.0%0.0%0.0%0.0%0.2%0.9%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$298.9M−$7.6M−$178.9M−$40.5M$3.3M$7.1M−$13.0M−$6.2M
YoY growthLoss widenedLoss narrowedLoss narrowedLoss narrowedTurned profitTurned profitLoss narrowedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $203.0M · Total debt $700.9M · Total assets $986.3M · Shareholders' equity −$264.9M

Revenue
$225.2M
Operating income
−$6.2M
Net income
−$12.2M
View details

No dividends on record.

Institutions≥ 5.06%17.57M ADS
39 holders · as of Jun 30, 2026
Insiders59.29%205.76M ADS
1 holder · as of Jan 21, 2026
Other≤ 35.65%123.70M ADS
remainder

347.03M ADS as of Aug 29, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2024 annual report; nothing newer is on file here.

Institutional filings for ECXWW, ECXWW (100% of the company) are not on file here, so the institutional figure is a floor.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Eric Li (Li Shufu)Insider
59.29%205.76Mfiled Jan 21, 2026
Susquehanna International Group, LLPInstitution
1.47%5.09M ADSas of Jun 30, 2026
Legal & General Group PLCInstitution
0.67%2.33M ADSas of Jun 30, 2026
Tudor Investment Corp et alInstitution
0.63%2.20M ADSas of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.61%2.12M ADSas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
ECARX$1.10−0.45%$381.7M3.20.4+68.4%
Qualcomm$196.18−1.05%$208.18B22.621.24.7−4.0%
Nvidia$224.75−1.80%$5.54T28.918.718.3+105.9%
Visteon$92.84+0.92%$2.46B16.89.60.6−0.9%
Mobileye$7.60−1.02%$6.26B18.53.1+0.4%
Median22.618.63.9−0.3%