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Robot Vacuum Earnings Diverge: Roborock Net Profit Jumps 40%, Ecovacs Revenue Up but Profit Down

In the first three quarters of 2026, Roborock's revenue was 15.699 billion yuan and net profit was 1.466 billion yuan, up 41.23% year on year, with overseas revenue rising to 60% of the total; Ecovacs' revenue was 14.987 billion yuan and net profit was 1.368 billion yuan, down 3.47% year on year, mainly because higher memory chip procurement prices squeezed gross margins. Global robot vacuum shipments in the second quarter were 7.885 million units, up 22% year on year; Dreame rose to second place with a 21.2% shipment share, while Ecovacs fell to third with 16.2%.

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