NASDAQ$PDD

PDD Holdings Inc - ADR · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

PDD Holdings reported Q2 2026 results with revenue of RMB112.4 billion, up 8% YoY, and net income of RMB27.2 billion.

PDD Holdings Inc. announced unaudited financial results for the second quarter ended June 30, 2026. Total revenues reached RMB112.4 billion, driven by growth in transaction services. Operating profit increased 8% to RMB27.8 billion, while net income attributable to ordinary shareholders declined 12% to RMB27.2 billion amid higher operating expenses.

  • Total revenues RMB112.4 billion (+8% YoY), with transaction services up 13% to RMB54.7 billion.
  • Operating profit RMB27.8 billion (+8% YoY); non-GAAP operating profit RMB29.1 billion (+5% YoY).
  • Net income RMB27.2 billion (-12% YoY); non-GAAP net income RMB28.5 billion (-13% YoY).
  • Diluted EPS per ADS RMB18.45; non-GAAP diluted EPS per ADS RMB19.33.

Headline financials

Total Revenue

¥16.7B

Previous: ¥14.5B+15.1%
EPS (adj)

¥19.33

Previous: ¥22.07-12.4%
Research and development expenses

¥4.6B

No prior period
Sales and marketing expenses

¥29.7B

No prior period
General and administrative expenses

¥2.3B

No prior period
Net cash from operating activities

¥25.7B

Previous: ¥21.6B+18.8%
Free Cash Flow

¥3.82B

No prior period
Net Income

¥4.05B

Previous: ¥4.3B-5.8%
Operating Income

¥4.14B

Previous: ¥3.6B+14.7%
Gross Profit

¥9.58B

No prior period
Cash & Equivalents

¥19.2B

Previous: ¥54.1B-64.5%
Total Assets

¥98.7B

No prior period

Revenue & EPS history

PDD Holdings · Revenue · Quarterly

¥16.7B

Q2 2026+15.1%vs Q2 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

PDD Holdings · ¥112B total across 2 segments · Q2 2026

  • Online marketing services and others
    ¥57.6B
  • Transaction services
    ¥54.7B+13.3%

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+1.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.4%

Avg return

30 days after

50%

16 / 32 earnings

Positive

+35.7%

Q3 2020

Best reaction

-31.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-10.4%-9.8%
Q4 2025+0.1%-0.4%-4.5%
Q2 2025+0.9%-5.4%+3.0%
Q1 2025-13.7%-19.1%-11.3%
Q4 2024+4.0%-0.5%-25.6%
Q3 2024-14.1%-14.7%-14.6%
Q2 2024-31.4%-31.3%-18.5%
Q1 2024+5.6%+8.3%-1.1%
Q4 2023-4.2%-6.1%-11.1%
Q3 2023+20.4%+23.4%+23.5%
Q2 2023+21.5%+27.9%+18.4%
Q1 2023+12.7%+8.8%+16.3%
Q4 2022-14.2%-19.6%-23.8%
Q3 2022+19.3%+31.3%+23.8%
Q2 2022+15.5%+25.4%+9.4%
Q1 2022+20.1%+16.9%+57.3%
Q4 2021+11.6%+3.8%-12.4%
Q3 2021-11.6%-23.7%-29.1%
Q2 2021+20.7%+16.7%+21.2%
Q1 2021-8.5%-4.5%-2.5%
Q4 2020-11.9%-14.8%-17.1%
Q3 2020+35.7%+18.8%+32.5%
Q2 2020-14.4%-8.1%-17.8%
Q1 2020+8.2%+0.5%+46.0%
Q4 2019-12.9%-14.6%+8.9%
Q3 2019-22.4%-10.3%-8.3%
Q2 2019+17.8%+17.9%+31.3%
Q1 2019-5.2%-10.7%-7.7%
Q4 2018-5.6%-8.8%-17.0%
Q4 2017-5.6%-8.8%-17.0%
Q4 2016-5.6%-8.8%-17.0%
Q3 2018+19.3%+13.4%+8.3%
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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