ECARX Holdings Inc (NASDAQ: ECX), a Chinese automotive technology company providing vehicle computing platforms, digital cockpits, and software for OEMs, reported fourth-quarter and full-year 2025 results showing revenue growth, improved profitability, and continued global expansion.
Management highlighted operational improvements and a leaner cost structure. The fourth quarter marked the second consecutive profitable quarter, with net income of $2.8 million and adjusted EBITDA of $21.6 million. Strategic focus remains on scaling goods sales while managing software and service segments that experienced declines.
R&D expenses declined 39% to $29.1 million, while operating income rose to $7.1 million. The decrease in software and service revenue partially offset goods sales growth.
Platforms are integrated into 11 million vehicles across 18 OEMs and 28 vehicle brands.
The company raised ~$200 million from ATW Partners and Geely Investment Holding Ltd. to support R&D, supply chain infrastructure, and international expansion. No major acquisitions were announced in 2025. Cash and equivalents were $93.2 million at year-end.
ECARX serves 18 OEMs across 28 brands and is integrated into 12 million vehicles globally. Its full-stack solutions—from SoC to computing platforms and software—allow OEMs to reduce complexity and costs. Key competitors include Tier-1 suppliers, global semiconductor manufacturers, and emerging automotive software platform providers.
The company did not report any new credit ratings. Capital raised through private funding is earmarked for operational expansion, not debt repayment.
No analyst upgrades, downgrades, or price-target changes were reported in connection with the earnings release.
CFO Phil Zhou departed during the quarter; a successor will be announced.
ECARX returned to quarterly profitability, with goods sales driving revenue growth. Full-year results show narrowed net losses and improved operational efficiency, while software and services declines limited margin expansion. International expansion, capital infusion, and platform deployment underpin the company’s near-term growth strategy. Sector-wide supply chain constraints and competitive pressures remain headwinds.
The post ECARX Returns to Profit, Eyes $1B Revenue in 2026 first appeared on AlphaStreet News.
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