2025年三季度移动技术公开报表和估值指南（英）2025

EMERGING TECH RESEARCH Mobility Tech PublicComp Sheet and Key takeaways PitchBook Data, Inc. Nizar TarhuniExecutive Vice President of Researchand Market Intelligence Paul CondraGlobal Head of Private Markets ResearchJames UlanDirector of EmergingTechnology Research •In Q3 2025, electric vehicle (EV) sales in the US got a lift from the expiration of the $7,500 EV tax credit at quarter-end. Teslaposted record sales in the quarter, but earnings fell more than expected. Its shares were one of the stronger performers in the Institutional Research Group •The autonomous driving hardware segment posted the strongest gains, with company shares up 44% on average, led by a surge Jonathan GeurkinkSenior Research Analyst, Mobility Techand Supply Chain Tech pbinstitutionalresearch@pitchbook.comPublished on November 3, 2025 •The auto commerce segment had the weakest quarterly returns on average. Share price performance was mixed across thesegment, with Carvana continuing to outperform while CarMax tumbled 37%. The bankruptcy of auto parts supplier First Brands Contents Key takeaways The PitchBook mobility tech comp sheet was constructed with the PitchBook Excel plugin using both PitchBook and Morningstar data. The tool allows subscribers to pullfinancial data and company information into Excel for more than 110,000 public companies across the US and the world, as well as PitchBook’s proprietary data on more PitchBook clients can accessthefull Excel data packfor thisreport via the Details tab in the Stock returns PitchBook clients can access thefull Excel data packfor this report via the Details tab in the document viewer. Revenue PitchBook clients can access thefull Excel data packfor this report via the Details tab in the document viewer. Revenue EBITDA EBITDA