NASDAQ$JD

JD.com-ADR · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

JD Q4 2026 — extraction skipped

JD.com-ADR filed Form 6-K (accession 0001193125-26-183510) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: cached document missing (fetch error or PDF).
  • Numerics rely on the Financial Datasets fallback.

Headline financials

EPS (adj)

$1.24

No prior period
Upstream production (mboe/d)

2.3K

No prior period
Dividend per ordinary share (cents converted)

$0.08

No prior period
Underlying RC profit

$3.2B

No prior period
Operating cash flow

$2.86B

No prior period
Net debt

$25.3B

No prior period
Capital expenditure

$3.29B

No prior period
Net Income

$3.84B

No prior period

Revenue & EPS history

JD.com · Revenue · Quarterly

$41.5B

Q1 2025+14.7%vs Q1 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

JD.com · $597B total across 6 segments · Q4 2022

  • JD Retail
    $259B+3.6%
  • Electronics & Home Appliances
    $142B+0.5%
  • General Merchandise
    $95.9B+2.3%
  • JD Logistics
    $43B+41.1%
  • Logistics & Other Services
    $33.2B+75.1%
  • Marketplace & Marketing
    $24.6B+10.6%

Forward guidance

BP reaffirmed 2026 capex of $13–13.5B, divestment proceeds of $9–10B (Castrol ~$6B in H2), net debt target of $14–18B by end-2027, and underlying ETR around 40%. Q2 upstream production expected lower on maintenance and Middle East disruption.

Tailwinds

  • Resilient dividend policy targeting at least 4% annual per-share growth
  • Plans to reduce perpetual hybrid bonds to ~$9B strengthening balance sheet

Headwinds

  • Q2 upstream production guided lower on Gulf of America maintenance and Middle East volatility
  • Refining throughput to face higher turnaround activity in Q2

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+0.9%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+1.2%

Avg return

30 days after

52%

23 / 44 earnings

Positive

+18.2%

Q2 2021

Best reaction

-23.1%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.1%+0.7%
Q1 2025+3.3%-6.9%-6.8%
Q4 2024+0.4%-6.9%-15.9%
Q1 2024+4.9%-1.0%-14.4%
Q4 2023+11.9%+21.6%+21.4%
Q3 2023+5.1%+6.9%+2.6%
Q2 2023-3.4%-7.6%-12.2%
Q1 2023+0.6%+8.0%+4.2%
Q4 2022-13.9%-13.9%-13.2%
Q3 2022-8.7%-9.1%-1.6%
Q2 2022+7.4%+14.7%-3.3%
Q1 2022-0.6%+1.2%+20.3%
Q4 2021-23.1%-26.3%-9.4%
Q3 2021+10.1%+7.6%-14.6%
Q2 2021+18.2%+20.1%+19.3%
Q1 2021+5.7%+2.8%+2.7%
Q4 2020-5.9%-4.0%-10.0%
Q3 2020-5.5%-4.7%-11.2%
Q2 2020+13.3%+20.8%+21.0%
Q1 2020+13.4%+10.9%+18.4%
Q4 2019+7.7%+9.5%+6.2%
Q3 2019-2.3%-5.6%+1.3%
Q2 2019+9.1%+15.2%+16.1%
Q1 2019+2.4%+10.7%-2.6%
Q4 2018+10.6%+13.0%+16.1%
Q3 2018-15.4%-16.4%-12.5%
Q2 2018-0.4%+1.4%-16.2%
Q1 2018-4.1%-4.6%+2.0%
Q4 2017-7.0%-3.9%-12.4%
Q3 2017-2.7%+0.7%+2.1%
Q2 2017-4.0%-12.6%-1.4%
Q1 2017+7.7%+13.4%+15.1%
Q4 2016+0.8%+0.3%+1.4%
Q3 2016+11.8%+11.6%+8.7%
Q2 2016+4.1%+13.2%+17.9%
Q1 2016-5.7%
Q4 2015+3.6%
Q3 2015+8.1%
Q2 2015-8.4%
Q1 2015-2.9%
Q4 2012-2.8%
Q4 2013-2.8%
Q4 2014-1.5%
Q3 2014+2.1%
Q1 2014
Q3 2013
Q2 2013
Q1 2013

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