PitchBook年二季度移动技术上市公司数据表及估值指南（英）

EMERGING TECH RESEARCHMobility Tech Public Comp Sheet and Valuation GuideQ220252Q2 2025 MOBILITY TECH PUBLIC COMP SHEET AND VALUATION GUIDE PitchBook Data, Inc.Nizar Tarhuni Executive Vice President of Research and Market IntelligencePaul Condra Global Head of Private Markets ResearchJames Ulan Director of Emerging Technology ResearchInstitutional Research GroupAnalysispbinstitutionalresearch@pitchbook.comPublished on August 8, 2025 Jonathan Geurkink Senior Research Analyst, Mobility Tech and Supply Chain Tech jonathan.geurkink@pitchbook.comKey takeaways• Following a sharp reset at the beginning of the quarter, US equity markets powered through Q2. The S&P 500 notched a 10% gain, trailed by the S&P 500 Information Technology index, which rose 5%.• Returns for mobility tech comps were mixed across the segments. • The autonomous driving hardware segment was up an average of 50% in the quarter. Shares of lidar companies Innoviz and AEye lifted off the bottom during the quarter, driving up overall returns for the segment. • Returns for the auto commerce segment rose an average of 18% during the quarter, led by Carvana, Sonic Automotive, and AutoNation, which rose 59%, 38%, and 21%, respectively.• The EV segment was up an average of 8% in the quarter. Shares of traditional automotive OEMs were largely flat, stemming from uncertainty about the impact of tariffs on automotive supply chains. Tesla shares rose 18% in the quarter despite the company’s continued declines in sales and cash flow.• In ride-hailing, both Uber and Lyft posted strong returns, up 28% and 29%, respectively. Uber’s first-quarter results missed revenue growth expectations, but higher margins buoyed investor sentiment.• Overall, mobility tech comps continue to be supported by incremental advances in autonomous driving and potentially lower regulatory hurdles in the US; however, they remain burdened by the withdrawal of tax subsidies supporting EV adoption and uncertainties about the impact of changing tariffs and trade on mobility-related supply chains.Disclaimer: Any -0 values are negative values that have been rounded up to 0.PitchBook clients can access the full Excel data pack for this report via the Details tab in the document viewer.ContentsKey takeaways2Stock returns3Revenue4EBITDA63Q2 2025 MOBILITY TECH PUBLIC COMP SHEET AND VALUATION GUIDE PitchBook clients can access the full Excel data pack for this report via the Details tab in the document viewer.Stock returnsSources: PitchBook and Morningstar • Geography: Global • As of June 30, 2025Advanced air mobilityCompany1 week30 days90 days1 year3 years5 yearsCompany1 week30 days90 days1 year3 years5 yearsTextron4%8%11%0%4%77%NavInfo7%1%-1%-4%-52%-50%Boeing4%1%25%-17%4%-37%Lockheed Martin-2%-4%3%2%30%16%Mean7%1%-1%-4%-52%-50%Mitsubishi Heavy Industries6%7%50%329%980%543%Median7%1%-1%-4%-52%-50%Parker Hannifin5%5%15%52%120%233%Airbus8%13%14%33%63%39%Mean4%5%20%66%200%145%Company1 week30 days90 days1 year3 years5 yearsMedia