LOT · NASDAQ · Auto - Manufacturers

Lotus Technology (ADR) (LOT)

Designs luxury electric vehicles and distributes Lotus sports cars worldwide.

$0.9398
vs last close−0.01 (−1.04%)
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Lotus Technology Inc. American Depositary SharesLOT
Consumer Discretionary

Sells luxury lifestyle battery-electric vehicles and distributes Lotus sports cars, with sales and ancillary services. The Shanghai-headquartered company uses the British Lotus brand through a digital-first, asset-light model supported by the Geely ecosystem.

Luxury lifestyle battery-electric vehicles are designed, developed, and sold under the Lotus brand, while Lotus sports cars are distributed globally. Sales and ancillary services complement those vehicle lines. The listed business commercializes the British racing heritage of the Lotus marque without being the historical origin of that brand.

Most deliveries come from China and Europe, and the Eletre expanded to Canada as an export market. R&D capability and a digital-first omnichannel sales model support the luxury lifestyle vehicle business.

Vehicle revenue is concentrated in limited models; production relies on partners, the Geely ecosystem, and battery-cell and semiconductor supply. Tariffs, inventory destocking, and phased upgraded-model rollouts shape delivery volumes.

Company facts

CEOQingfeng Feng
ListedFeb 23, 2024
ExchangeNASDAQ
HeadquartersShanghai, China
CountryChina
Employees3,180
CIK0001962746
ISINUS54572F1012

Market cap$615.5M
EPS (ttm)
P/E (ttm)
ROE
P/B
P/S
Dividend yieldDiv yield
Beta1.17vs XLY −0.04

No analyst consensus on record.

Next report
Nov 19, 26
in 58 days
EPS estimate
−$0.18
Revenue estimate
$149.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Apr '25Jun '25Aug '25Nov '25Apr '26Apr '26Aug '26Nov '26
Reported−$0.66−$0.28−$0.20−$0.10−$0.14−$0.18−$0.23Pending
Estimate−$0.16−$0.16−$0.18−$0.18
Surprise+12.5%−12.5%−27.8%

RevenueReportedEstimate

Apr '25Jun '25Aug '25Nov '25Apr '26Apr '26Aug '26Nov '26
Reported$271.5M$92.8M$125.5M$136.8M$163.3M$112.7M$268.1MPending
Estimate$125.5M$136.8M$153.9M$112.7M$139.7M$149.9M
Surprise−26.0%0.0%+6.2%0.0%+92.0%
Estimate−$0.18
ReportedDue Nov 19, 2026
Estimate$149.9M
ReportedDue Nov 19, 2026
View details

Current ratio32.10%

ProfitabilityRevenueNet incomeNet margin

Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q2 FY26
Revenue$225.0M$254.7M$271.5M$92.8M$126.6M$136.8M$163.3M$268.1M
Net income−$201.5M−$205.8M−$436.5M−$182.8M−$131.3M−$65.1M−$85.8M−$150.9M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q2 FY26
Operating income−$204.4M−$160.0M−$187.6M−$103.0M−$110.0M−$93.2M−$66.0M−$97.4M
YoY growthLoss widenedLoss widenedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $80.4M · Total debt $1.80B · Total assets $1.90B · Shareholders' equity −$1.33B

Revenue
$268.1M
Operating income
−$97.4M
Net income
−$150.9M
View details

No dividends on record.

Institutions0.79%5.15M ADS
14 holders · as of Jun 30, 2026
Insiders91.01%589.84M ADS
4 holders · as of Jun 24, 2026
Strategic holders11.62%75.33M ADS
1 holder · as of Oct 3, 2025
Adds to103.42%

648.13M ADS as of Sep 8, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 103.42%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Eric Li (Li Shufu)Insider
52.25%338.62Mfiled Jun 12, 2026
Etika Automotive Sdn BhdInsider
27.73%179.75Mfiled Jun 24, 2026
JAK Opportunities XXV LLCStrategic
11.62%75.33Mfiled Oct 3, 2025
Qingfeng FengInsiderdirector, officer: Chief Executive Officer
8.80%57.06M ordinaryfiled Mar 26, 2026
Donghui LiInsiderdirector
2.22%14.40M ordinaryfiled Mar 27, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
Lotus Technology (ADR)$0.9398−1.04%$615.5M+113.6%
Tesla$378.33+0.81%$1.48T347.5183.614.3+25.5%
Median347.5183.614.3+25.5%