ECARX Q2 revenue misses estimates, reaffirms full-year 2026 guidance

Earnings
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ECARX Holdings reported second-quarter 2026 revenue of $225.2 million, a 44.7% year-over-year increase that fell short of consensus by $1.36 million, while GAAP net loss narrowed to $0.03 per share. The company posted an adjusted EBITDA gain of $0.5 million, swinging from a $29.8 million loss in the same period last year. Total cash stood at $165.5 million as of June 30, 2026, including $117.8 million reserved for the Flyme acquisition purchase consideration. ECARX reiterated its full-year 2026 revenue guidance of $1.0 billion to $1.1 billion, which is below the $1.14 billion consensus estimate.

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