ECARX Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$1.1Bnext fiscal year
FY EPS (est.)
$0.03next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly131.5MTarget: 1000000000 to 1100000000 (Full Year 2026)
Quarterly Shipments (Units) Quarterly360K
Adjusted EBITDA Quarterly4MTarget: Maintain positive trajectory
Gross Margin Quarterly21.4%
Watch Items
- Customer Concentration Risk (Geely Holding and subsidiaries)Trigger: Revenue contribution from Geely exceeding 70%Action: Accelerate international OEM diversification and non-Geely contract wins.
- Going Concern and Liquidity ConstraintsTrigger: Cash and short-term investments falling below $50 millionAction: Evaluate dilutive capital raises, convertible note issuances, or strategic asset monetization.
- Memory Component Cost PressuresTrigger: Gross margin compression below 18% due to memory price volatilityAction: Re-negotiate supplier contracts and optimize product bill-of-materials (BOM).
Research as of 19 Jun 2026