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ECARX Holdings Inc. reported strong fourth quarter and full-year 2025 results, showing a clear move toward profitability. Fourth quarter revenue reached a historic high of US$304.7 million, up 13% year-over-year, driven by 27% growth in sales of goods. The company delivered its second consecutive quarter of positive net income, earning US$2.8 million versus a US$6.0 million loss a year earlier, and increased adjusted EBITDA to US$21.6 million from US$9.5 million.
For 2025, revenue grew 10% to US$847.9 million, while the net loss narrowed by 50% to US$68.9 million. Adjusted EBITDA loss improved sharply to US$14.4 million from US$82.5 million, helped by a 30% reduction in research and development expenses and a 14% decline in selling, general and administrative costs. Around 11 million vehicles carry ECARX technologies, and the company deepened its partnership with Volkswagen Group to supply digital cockpit solutions for multiple models in Latin America, supporting its globalization strategy.
The company also highlighted close to US$200 million in recently raised aggregate proceeds to fund research and development, delivery, and supply chain investments as it pushes further into software and AI services. ECARX announced the departure of Chief Financial Officer Phil Zhou and plans to name a new CFO, while management expressed confidence in sustaining growth as the automotive industry shifts toward software-defined vehicles.
ECARX Holdings Inc. has completed the final tranche of its previously announced US$100 million 2025 convertible notes, meaning the full amount is now subscribed. The last US$40 million was purchased on February 9, 2026 by a consortium of investors, following earlier purchases of US$35 million and US$25 million in November 2025.
All 2025 notes carry an initial conversion price of US$2.62 per share, subject to customary adjustments. Management states that this transaction refinanced US$65 million of previous convertible notes and added US$35 million of new funding, and, together with a US$45.6 million strategic investment from Geely in January 2026, significantly bolsters liquidity to support ECARX’s global expansion and Automotive Physical AI strategy.
ECARX Holdings Inc. received an updated ownership disclosure from major shareholder Eric Li (Li Shufu), who reports beneficial ownership of 205,763,055 ordinary shares, representing 53.5% of ECARX’s combined Class A and Class B shares as of January 16, 2026. His stake is held through several entities, including Minghao Group Limited, Fu&Li Industrious Innovators Limited, Geely Automobile Holdings Limited, Geely Investment Holding Ltd., Lotus Technology Inc. and GLY New Mobility 1. LP.
The filing notes ECARX has 338,339,230 Class A shares and 45,960,916 Class B shares outstanding, with Class B carrying ten votes per share versus one vote for Class A. On January 16, 2026, Geely Investment Holding Ltd. acquired 27,297,002 newly issued Class A shares for US$45.6 million in cash under a subscription agreement, and now directly holds 29,297,002 Class A shares, or 7.6% of total shares. The reporting persons state they currently have no specific plans for major corporate transactions beyond this investment.