LOBO Issues Updated 2025 Outlook Highlighting 40% Revenue Growth and Expected a Return to Profitability

Rhea-AI Summary

LOBO (Nasdaq: LOBO) updated its 2025 outlook on Oct 27, 2025, forecasting $28.0M–$30.0M in revenue for fiscal 2025, a ~30–40% increase versus 2024 revenue of $21.2M.

The company expects a gross profit margin of ~17% (roughly +5 percentage points vs 2024) and an estimated gross profit of ~$4.8M. LOBO projects a return to net profitability for 2025 and reports cumulative sales orders of $20M as of Sept 2025, with ~$15M collected.

Liquidity improved to $1.97M cash as of Sept 30, 2025; key ratios cited include an asset turnover of 1.35 and an equity multiplier of 2.63. R&D equals ~8% of revenue, and strategic partnerships (Bosch) plus planned subsidiaries in Nairobi and Ghana support international expansion, with Kenya revenues of ~$1.2M included in 2025 guidance.

Positive

• Revenue projected at $28.0M–$30.0M (30–40% growth)
• Gross margin ~17%, up ~5 percentage points vs 2024
• Gross profit approx $4.8M for 2025
• Orders cumulative sales order value $20M (≈$15M collected)
• R&D investment ~8% of revenue supporting product upgrades

Negative

• Cash balance remains modest at $1.97M as of Sept 30, 2025
• Leverage indicated by equity multiplier of 2.63
• Kenya concentration ~ $1.2M of 2025 revenue tied to Kenya orders

Insights

Equity Analyst

LOBO forecasts 30-40% revenue growth to $28–30 million and a return to net profitability in 2025.

Business mechanism: The company attributes growth to higher sales, stronger gross margin (~17) and order collections (cumulative orders $20 million, $15 million collected). Continued R&D spending (~8 of revenue) and a component partnership with Bosch Automotive Products (Suzhou) Ltd. underpin product upgrades across high-value and high-margin lines.

Dependencies and risks: Realizing the forecast depends on converting backlog into shipped sales and maintaining the reported gross margin improvement. Liquidity remains modest (cash $1.97 million as of September 30, 2025), so execution and working-capital management matter; opening two wholly-owned subsidiaries adds operational risk and near-term costs.

Items to watch and timing: Confirmed full-year revenue between $28 million and $30 million, reported gross profit ~$4.8 million, and net income in the fiscal 2025 filings; monitor subsidiary establishment in Nairobi and Ghana by year-end 2025 and order conversion over the next two to three years.

WUXI, China, Oct. 27, 2025 (GLOBE NEWSWIRE) -- LOBO Technologies Ltd. (Nasdaq: LOBO), a developer and manufacturer of electric mobility and smart-hardware products, today announced an updated financial forecast for the fiscal year ending December 31, 2025.

According to the latest forecast, the Company expects continued strong growth in both revenue and profitability. Total revenue for fiscal year 2025 is projected to range between $28 million and $30 million, representing about 30-40% increase compared with fiscal 2024 revenue of $21.2 million. The Company anticipates achieving a gross profit margin of approximately 17%, an improvement of almost 5 percentage points over 2024, and expects to report a gross profit of approximately $4.8 million. Based on current projections, LOBO anticipates a turnaround to profitability, with net income after accounting for all kinds of costs, marking a record and milestone for the Company since it went to public.

As of September 2025, LOBO’s cumulative sales order value reached $20 million, of which approximately $15 million has already been collected from completed orders. This progress reflects the Company’s ongoing investment in research and development (“R&D”), production optimization, and cost-control initiatives.

Strengthened Financial Position and Profitability Indicators

Based on internal analysis, LOBO reports encouraging indicators for sustainable profitability. Key metrics include an asset turnover ratio of 1.35, an equity multiplier of 2.63. Collectively, these indicators are basically all at an upper-middle or higher level within the industry, and underscore LOBO’s continued operational efficiency and financial discipline.

As of September 30, 2025, cash and cash equivalents increased to $1.97 million from $1.12 million at year-end 2024. Although the amount increased is moderate, the Company has demonstrated sustainable and meaningful improvement in liquidity and working-capital management.

Increased R&D Investment Drives Product Innovation

LOBO continues to invest strategically in R&D, which accounts for approximately 8% of total revenue currently. In particular, the company’s strategic partnership with Bosch Automotive Products (Suzhou) Ltd.—under which its high-end products across the board start to adopting Bosch components—has brought substantive support and assurance to product upgrading. The Company’s R&D efforts are focused on two tracks: high-value products and high-margin products:

• High-value products, like high-speed electric motorcycles and four-wheelers vehicles, i.e. golf cart and sightseeing carts.
• High-margin products: Smart elderly scooters
  
  

Expanding Global Presence — Africa and Latin America Lead Growth

The Company’s revised 2025 performance forecast reflects accelerating international market demand and continued execution of its strategic expansion. In Africa, LOBO has achieved meaningful progress through partnerships with local distributors and the successful delivery of bulk orders in Kenya, generating an estimated $1.2 million in revenue included in 2025 projections.

LOBO plans to establish a wholly-owned subsidiary in Nairobi, Kenya and Ghana by year-end 2025. The subsidiary will focus on electric motorcycle parts sales, local resource integration, and supply-chain optimization under a “China core team + local talent” model. The Company anticipates significant growth potential in this region over the next two to three years, positioning Africa as a major revenue contributor alongside Europe and the Latin America. These initiatives support the Company’s long-term goal of achieving sustainable revenue and margin expansion.

About LOBO

LOBO is an electric mobility products manufacturer. It is a certified high-tech company specializing in manufacturing a wide range of eco-friendly electric vehicles and home-used robotic products. It also is a golden plus supplier verified by Alibaba.com. Its products include e-bicycles, electric motorcycles, e-tricycles, electric off-road four-wheeled shuttles such as golf carts and elderly scooters, solar-powered vehicles as well as smart products. By leveraging cutting-edge technology and sustainable practices, LOBO aims to promote eco-friendly transportation options that reduce carbon footprints and enhance energy efficiency. For more information, please visit: www.loboebike.com

Forward Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) as well as Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995, as amended, that are intended to be covered by the safe harbour created by those sections. Forward-looking statements, which are based on certain assumptions and describe the Company’s future plans, strategies and expectations, can generally be identified by use of forward-looking terms such as “believe,” “expect,” “may,” “will,”, “likely” or other comparable terms, although not all forward-looking statements contain these identifying words. All statements other than statements of historical facts included in this press release are forward-looking statements. LOBO undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events except as required by law. You should read this press release with the understanding that our actual future results may be materially different from what we expect.

For more information, contact:

Zane Xu

IR Manager

ir@loboai.com

FAQ

What revenue does LOBO (LOBO) forecast for fiscal 2025 and when was it announced?

LOBO announced on Oct 27, 2025 a fiscal 2025 revenue forecast of $28.0M–$30.0M.

Does LOBO expect to be profitable in 2025 and what profit metrics were given?

LOBO projects a return to net profitability in 2025, with an expected gross profit of ~$4.8M and a gross margin of ~17%.

How much cash did LOBO report as of Sept 30, 2025 and how does it compare to year-end 2024?

As of Sept 30, 2025 LOBO reported $1.97M in cash and equivalents, up from $1.12M at year-end 2024.

What order backlog and collections did LOBO report through September 2025?

LOBO reported cumulative sales orders of $20M as of Sept 2025, with approximately $15M collected from completed orders.

How much revenue from Kenya is included in LOBO’s 2025 projections?

LOBO included an estimated $1.2M of Kenya revenue in its 2025 projections from bulk deliveries.

What strategic steps did LOBO announce to support international expansion in 2025?

LOBO plans wholly owned subsidiaries in Nairobi and Ghana by year-end 2025 and cites distributor partnerships in Africa and Latin America.