RoboSense Achieves First Quarterly Profit in Q4 2025, with Robotics Contributing Nearly Half of Revenue

On March 25, RoboSense released its fourth-quarter and full-year 2025 financial results. The company reported Q4 revenue of RMB 751 million and net profit of RMB 104 million, marking its first-ever profitable quarter. Robot sales surged to 221,200 units in Q4, a year-over-year increase of 2,565.1%, generating RMB 347 million in revenue—accounting for 49% of total product sales. For the full year 2025, RoboSense achieved revenue of RMB 19.41 billion, gross profit of RMB 5.14 billion (up 81.3% year-over-year), and a consolidated gross margin of 26.5%. Annual robot shipments reached 303,000 units, up 1,141.8% year-over-year, securing the No. 1 market share in five key segments including robotic lawn mowers, autonomous delivery robots, and humanoid robots. In the automotive sector, RoboSense’s LiDAR solutions have been adopted by over 90% of leading Robotaxi companies and hold more than 70% market share among joint-venture brand suppliers. Overseas revenue grew by over 90% year-over-year. The company currently has LiDAR production capacity scaled to 4 million units annually and expects its sales volume to increase two- to three-fold in 2026.