JD.com Likely Returned to Profit in 1Q -- Earnings Preview

Dow Jones
2 hours ago
 

By Tracy Qu

 

JD.com is scheduled to report first-quarter results on Tuesday. Here's what you need to know:

 

NET PROFIT FORECAST: The Chinese e-commerce company is expected to post a net profit of 3.53 billion yuan, equivalent to $518.76 million, according to the consensus estimate in a FactSet poll. That compares with a net profit of 10.89 billion yuan in the year-earlier period and a net loss of 2.71 billion in the fourth quarter.

 

REVENUE FORECAST: The Beijing-based company's quarterly revenue is estimated at 310.14 billion yuan, according to FactSet, compared with 301.08 billion yuan a year earlier and 352.28 billion yuan in the fourth quarter.

JD.com's Hong Kong-listed shares rose 1.4% during the first quarter.

 

WHAT TO WATCH:

--PROFIT: Analysts expect JD.com to deliver better-than-expected earnings in the first quarter. The e-commerce company is likely to show "resilient profitability" in its retail business, with losses narrowing in the food-delivery business, they note. JD retail's operating profit likely remained flat year over year during the quarter, which is impressive given the high base effect, they add.

--REVENUE: JD.com's year-on-year revenue trend for its retail business is likely to be better than the fourth quarter, according to Jefferies analysts in a research note. The company is likely to see "continued improvement in food-delivery fundamentals." Jefferies expects JD.com's total revenue to have grown 3% year on year during the quarter.

 

Write to Tracy Qu at tracy.qu@wsj.com

 

(END) Dow Jones Newswires

May 11, 2026 01:43 ET (05:43 GMT)

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