Core Viewpoint - ECD Automotive Design, Inc. is engaging in strategic discussions with a lender regarding potential transactions valued between $2 million and $10 million to enhance its shareholder equity position [1]. Company Overview - ECD is the world's largest Land Rover and Jaguar restoration company, specializing in custom luxury builds, including bespoke Defenders, Range Rovers, Jaguar E-Types, Ford Mustangs, and Toyota FJs [2]. - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 98 staff, including 67 craftsmen and technicians with a total of 66 ASE certifications and three master level certifications [2]. - ECD's vehicles are fully bespoke, designed by clients through a luxury design experience, and hand-built over 2,200 hours by certified craftsmen [2]. - The company has an affiliated logistics center in the U.K. for sourcing and transporting 25-year-old work vehicles back to the U.S. for restoration [2].

Core Insights - ECD Automotive Design, Inc. has launched a Luxury Agent Program to enhance its sales strategy and expand market reach while increasing production efficiency [1][3]. Group 1: Luxury Agent Program - The Luxury Agent Program will partner with select U.S.-based luxury automotive advisors to introduce qualified clients to ECD's portfolio of vehicles [2]. - The program aims to drive incremental demand and improve production efficiency while maintaining the high-touch customer experience that distinguishes ECD [3]. - Early market response has been positive, with the first Luxury Agent onboarded and trained, who will earn a commission on completed builds [3]. Group 2: Product Offering and Operational Focus - The Luxury Agent Program builds on ECD's recent announcement of an expanded product offering, which includes enhanced engineering capabilities and a focus on operational efficiency [4]. - ECD's commitment to craftsmanship and quality is reflected in its bespoke vehicle restoration process, which involves approximately 2,200 hours of work by master-certified craftsmen [5]. Group 3: Company Background - ECD is recognized as the world's largest Land Rover and Jaguar restoration company, specializing in custom luxury builds [1]. - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 98 staff members, including 67 craftsmen with numerous certifications [5].

Core Insights - ECD Automotive Design, Inc. has received initial orders validating demand for its third-party build agreement, which supports its factory utilization strategy [1][2][3] Group 1: Company Overview - ECD is the largest Land Rover and Jaguar restoration company, known for custom luxury builds including Defenders, Range Rovers, and Jaguar E-Types [1][4] - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 98 staff, including 67 craftsmen with a total of 66 ASE certifications [4] Group 2: Recent Developments - Following a recent agreement with a regional 4×4 restoration client, ECD has received its first six orders, which are expected to be executed in the first and second quarters of 2026 [2][3] - The company has dedicated manufacturing space and labor for these builds, allowing for efficient execution independent of its core bespoke programs [2] Group 3: Management Commentary - CEO Scott Wallace emphasized that the early orders confirm the company's competitive advantages in infrastructure, scale, and craftsmanship, contributing to financial objectives such as attractive contribution margins and improved factory utilization [3] - Looking ahead to 2026, the company aims to increase capacity utilization while maintaining high craftsmanship standards [3]

Core Viewpoint - ECD Automotive Design, Inc. will implement a 1-for-5 reverse stock split effective December 26, 2025, to increase its stock price and meet Nasdaq listing requirements [1][2]. Group 1: Reverse Stock Split Details - The reverse stock split will convert every five pre-split shares into one share, reducing the total outstanding shares from approximately 6,925,006 to about 1,385,002 [3]. - The reverse stock split was approved by stockholders on July 22, 2025, with the final ratio determined by the Board of Directors [2]. - The reverse stock split will not affect the number of authorized shares or the par value of the common stock [3]. Group 2: Shareholder Information - Shareholders holding shares in book-entry form will not need to take action to receive post-split shares, while those with certificated shares will receive instructions from the transfer agent [4]. - No fractional shares will be issued; instead, fractional shares will be rounded up to the nearest whole share [4]. Group 3: Company Overview - ECD is the largest Land Rover and Jaguar restoration company, known for custom luxury builds, including bespoke Defenders and Range Rovers [6]. - Founded in 2013, ECD combines classic vehicle aesthetics with modern performance, employing master-certified craftsmen [6]. - The company's headquarters, the "Rover Dome," spans 100,000 square feet in Kissimmee, Florida, housing 87 staff members, including 67 craftsmen with a total of 66 ASE certifications [6].

Core Insights - ECD Automotive Design, Inc. has signed an agreement to take over select builds from a regional 4x4 restoration shop in southern New England, enhancing its production capacity and operational efficiency [1][2] Company Overview - ECD is the largest Land Rover and Jaguar restoration company globally, known for custom luxury builds including bespoke Defenders, Range Rovers, Jaguar E-Types, Ford Mustangs, and Toyota FJs [1][3] - The company operates a 100,000-square-foot facility in Kissimmee, Florida, employing 98 staff, including 67 skilled craftsmen with a total of 66 ASE certifications and three master-level certifications [3] Strategic Objectives - The primary objective post-IPO has been to fill production capacity to achieve cash-flow breakeven, leveraging advanced facilities and skilled workforce [2] - The collaboration with regional builders is expected to absorb incremental volume efficiently, providing both parties with benefits in craftsmanship and capacity [2] Financial Implications - By committing at least 10% of production capacity to this new collaboration, ECD anticipates adding a minimum of 20 units per year to its backlog, which is expected to improve cost structure and unit economics [2]

Financial Data and Key Metrics Changes - ECD Automotive Design reported third-quarter revenue of $5.8 million, a decrease of $1.2 million compared to Q2 2025 and a decrease of $0.6 million year-on-year [15] - Gross profit for the quarter was negative $1.7 million, down $3.1 million from Q2 2025 and down $3.7 million from Q3 2024, primarily due to the completion of older builds [15][16] - Loss from operations was $5.1 million, an increase of $2.5 million from the prior quarter and $4.5 million from the prior year period [17] - Net income was $2.2 million compared to a net loss of $4.3 million in the prior quarter and a net loss of $2.6 million in Q3 2024, attributed to non-cash fair value gains from debt conversion [17] Business Line Data and Key Metrics Changes - The company focused on clearing production of older vehicles, which impacted gross margin, but is now shifting to new client builds with healthier economics [7] - The average selling prices of completed vehicles range between $300,000 and $400,000, with almost 700 vehicles completed to date [6] Market Data and Key Metrics Changes - ECD operates in a $90 billion-plus global classic car ecosystem, with a capital-light model and scalable manufacturing [5] - The company is expanding into high-demand segments, including Porsche 911 restorations, which are expected to elevate average selling prices and drive efficiencies [10] Company Strategy and Development Direction - ECD is diversifying its product offerings and has entered the Porsche market with a bespoke Porsche 911 restoration program [9] - The collaboration with Chelsea Truck Company aims to create modern luxury builds, expanding the total addressable market and leveraging existing factory capacity [11][12] - The company is implementing cost-saving measures expected to yield over $1 million in annualized savings, with the majority impacting financials throughout 2026 [8][18] Management's Comments on Operating Environment and Future Outlook - Management acknowledged elevated costs from tariffs and shipping, which continue to pressure COGS, but expects margins to normalize following the completion of legacy builds [7][8] - The company remains confident in achieving NASDAQ compliance by early 2026 and is focused on executing its growth strategy to deliver long-term value to shareholders [15][18] Other Important Information - ECD has been granted an extension until January 26 to resolve bid price and shareholder equity deficits [15] - The company has initiated sales of common stock under an equity purchase facility agreement, providing capacity for up to $300 million in common stock sales [18] Q&A Session Summary - There were no questions during the Q&A session, and the call concluded with closing remarks from the CEO [20][22]

Core Insights - ECD Automotive Design, Inc. has engaged Arca Labs to assist in its Bitcoin treasury initiative, marking a significant step in the company's digital asset strategy [1][2][3] Company Overview - ECD is the largest Land Rover and Jaguar restoration company, known for custom luxury builds including bespoke Defenders, Range Rovers, and Jaguar E-Types [1][5] - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 102 staff, including 67 craftsmen with a total of 66 ASE certifications [5] Digital Asset Strategy - The collaboration with Arca Labs aims to establish a secure corporate account with a qualified digital-asset custodian, focusing on documentation, onboarding, and security protocols [2][3] - Arca Labs will provide non-discretionary operational support, ensuring compliance and security in digital asset custody and transactions, while ECD maintains focus on vehicle production [3][4] Operational Support - Arca Labs specializes in guiding companies in digital asset strategies and provides ongoing operational support throughout the lifecycle of these assets [4]

Core Points - ECD Automotive Design, Inc. has regained compliance with Nasdaq's minimum bid price requirement, confirming a closing bid price of at least $1.00 per share for 16 consecutive business days ending October 9, 2025 [1][2] - ECD shares closed at approximately $2.72 per share on October 10, 2025, indicating a positive market response [2] - The company is working towards meeting additional listing conditions set by the Nasdaq Hearings Panel, specifically compliance with Nasdaq's equity standard by January 7, 2026 [3] Company Overview - ECD Automotive Design is recognized as the world's largest Land Rover and Jaguar restoration company, specializing in custom luxury builds, including bespoke Defenders, Range Rovers, Jaguar E-Types, Ford Mustangs, and Toyota FJs [1][4] - Founded in 2013, the company operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 102 staff members, including 67 craftsmen and technicians with a combined total of 66 ASE certifications [4] - ECD's vehicles are fully bespoke, designed through a luxury experience, and hand-built over approximately 2,200 hours by master-certified craftsmen [4]

Core Points - ECD Automotive Design, Inc. has been granted continued listing on The Nasdaq Stock Market by the Nasdaq Hearings Panel, allowing the company to maintain its listing while addressing specific conditions [2] - The company has demonstrated encouraging financial momentum with record quarterly revenue and an expanded product offering [2] - ECD executed a $500 million equity line of credit and converted $13.7 million in debt to preferred equity, along with an additional purchase of $1.1 million in preferred stock [3] Company Overview - ECD is the world's largest Land Rover and Jaguar restoration company, known for custom luxury builds including bespoke Defenders, Range Rovers, Jaguar E-Types, Ford Mustangs, and Toyota FJs [2] - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 102 staff, including 67 craftsmen with a combined 66 ASE certifications [4] - ECD focuses on creating fully bespoke vehicles, designed through a luxury experience and hand-built over 2,200 hours [4] Compliance Requirements - The company must demonstrate compliance with the minimum bid price requirement of $1.00 for ten consecutive trading days by October 1, 2025 [6] - ECD is also required to meet the equity standard of at least $2.5 million in stockholder equity by January 7, 2026 [6]

Core Viewpoint - ECD Automotive Design, Inc. has received approval from the Nasdaq Hearings Panel to continue its listing on Nasdaq, contingent upon meeting specific conditions related to minimum bid price and equity standards [1][5]. Group 1: Company Overview - ECD is recognized as the world's largest Land Rover and Jaguar restoration company, specializing in custom luxury builds, including bespoke Defenders, Range Rovers, Jaguar E-Types, Ford Mustangs, and Toyota FJs [1][3]. - The company was founded in 2013 by three British automotive enthusiasts and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing 102 staff, including 67 craftsmen and technicians with a total of 66 ASE certifications [3]. Group 2: Financial Actions and Compliance - To comply with the $1.00 minimum bid price requirement, ECD executed a 1-for-40 reverse stock split of its common stock on September 18, 2025 [2]. - In June 2025, ECD secured a $500 million equity line of credit and a lender converted $15.5 million in debt to preferred equity, along with an additional purchase of $1.1 million in preferred stock [2]. - The company aims to demonstrate compliance with the minimum bid price by achieving a closing bid price of $1.00 or more for ten consecutive trading days by October 1, 2025, and to meet the equity standard of at least $2.5 million by January 7, 2026 [5]. Group 3: Management Commentary - Scott Wallace, CEO and Co-Founder of ECD, expressed satisfaction with the Panel's decision, highlighting the company's recent financial results, which show record quarterly revenue and an expanded product offering [1].