Wall St Engine(@wallstengine):$JD Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: RMB346.4B (Est. CN¥344.62B) 🟢; -2.9% YoY 🔹 Non-GAAP EPS/ADS: RMB6.29 (Est. CN¥5.57) 🟢; LY RMB4.97 🔹 Non-GAAP Net Income: RMB8.9B (Est. CN¥7.85B) 🟢 🔹 Oper Income: RMB4.5B (Est. CN¥4.9B) 🔴; LY -RMB0.9B Segment Income From Operations: 🔹 JD Retail: RMB13.5B; LY RMB13.9B Other Q2 Metrics: 🔹 Non-GAAP EBITDA: RMB7.9B (Est. CN¥6.76B) 🟢 🔹 GAAP EPS Per ADS: RMB5.01; LY RMB4.15 🔹 Net Income: RMB7.1B 🔹 Operating Margin: 1.3% 🔹 Non-GAAP Net Margin: 2.6%; LY 2.1% Comments: 🔸 “Despite near-term revenue headwinds, we achieved strong bottom-line growth, marking a clear inflection in our profit trajectory.”

2026.08.13 10:04

$JD Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: RMB346.4B (Est. CN¥344.62B) 🟢; -2.9% YoY 🔹 Non-GAAP EPS/ADS: RMB6.29 (Est. CN¥5.57) 🟢; LY RMB4.97 🔹 Non-GAAP Net Income: RMB8.9B (Est. CN¥7.85B) 🟢 🔹 Oper Income: RMB4.5B (Est. CN¥4.9B) 🔴; LY -RMB0.9B Segment Income From Operations: 🔹 JD Retail: RMB13.5B; LY RMB13.9B Other Q2 Metrics: 🔹 Non-GAAP EBITDA: RMB7.9B (Est. CN¥6.76B) 🟢 🔹 GAAP EPS Per ADS: RMB5.01; LY RMB4.15 🔹 Net Income: RMB7.1B 🔹 Operating Margin: 1.3% 🔹 Non-GAAP Net Margin: 2.6%; LY 2.1% Comments: 🔸 “Despite near-term revenue headwinds, we achieved strong bottom-line growth, marking a clear inflection in our profit trajectory.”