NASDAQ$LOT

Lotus Technology Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Lotus Technology Q2 2025: revenue falls 44% to $126M as deliveries drop, but net loss narrows 36%

Lotus Technology reported unaudited Q2 2025 results for the quarter ended June 30, 2025, with total revenue of $126 million, down 44% year over year as deliveries fell 49% to 1,410 units. Gross margin compressed to 5.4% from 9.2% while cost of revenue declined 42% to $119 million. Operating loss narrowed 22% to $160 million and net loss improved 36% to $130 million, or $0.47 per ordinary share. Adjusted EBITDA loss was $103 million, down 42% from the prior year. The company highlighted up to $500 million in committed funding from institutional investors and strategic partners, a Lotus Robotics MOU on intelligent driving, and continued focus on narrowing cash burn while scaling its luxury EV and sports-car portfolio.

  • Q2 revenue was $126M, down 44% YoY, on 1,410 deliveries versus 2,766 in Q2 2024.
  • Gross margin fell to 5.4% from 9.2%; operating loss narrowed to $160M and net loss to $130M.
  • Diluted loss per ordinary share was $0.47 compared with a $0.75 loss in Q2 2024.
  • Adjusted EBITDA loss was $103M, a 42% YoY improvement, reflecting tighter cost control.
  • Management secured up to ~$500M in funding commitments and expanded strategic partnerships including Lotus Robotics.

Headline financials

Total Revenue

$126M

No prior period
EPS (adj)

-$0.47

No prior period
Gross margin

5.4%

No prior period
Vehicle deliveries

1.4K

No prior period
Adjusted EBITDA

-$103M

No prior period
Net Income

-$130M

No prior period
Operating Income

-$160M

No prior period
Gross Profit

$7M

No prior period

Revenue & EPS history

Lotus Technology · Revenue · Quarterly

$126M

Q2 2025

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.2%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+15.9%

Avg return

30 days after

53%

8 / 15 earnings

Positive

+3.0%

Q4 2022

Best reaction

-4.3%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-4.3%+19.0%+5.2%
Q4 2025-4.3%-2.1%+13.2%
Q3 2025+2.5%+6.3%+3.9%
Q2 2025+0.0%-2.8%-9.4%
Q4 2024+0.8%+3.4%+72.7%
Q4 2021+3.0%-0.5%+60.7%
Q4 2022+3.0%-0.5%+60.7%
Q4 2023+2.4%-0.7%+28.0%
Q3 2023+0.0%-0.4%+0.0%
Q2 2023+0.0%+0.2%+0.8%
Q1 2023+0.0%+0.0%+0.8%
Q3 2022+0.1%+0.2%+0.7%
Q2 2022+0.0%-0.4%+0.0%
Q1 2022+0.1%+0.4%+0.7%
Q3 2021-0.2%-0.2%+0.2%

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