NYSE$ATHM
Autohome-ADR · Q3 2025 earnings
Q3 2025 earnings · · Before market open · Investor relations
Briefing
Autohome Q3 2025: RMB1.78B revenue flat as marketplace growth offsets leads decline
Autohome reported third quarter 2025 net revenues of RMB1,778.1 million (US$249.8 million), essentially flat versus RMB1,774.5 million a year ago, as a 32.1% surge in online marketplace and others revenue to RMB816.4 million offset declines in media and leads generation services. Net income attributable to Autohome was RMB436.6 million (US$61.3 million) with basic EPS of RMB0.89 (US$0.13), while adjusted net income was RMB406.9 million (US$57.2 million). Operating profit rose to RMB147.0 million from RMB82.6 million on lower operating expenses. Mobile daily active users grew 5.1% year over year to 76.56 million in September per QuestMobile. The board approved a US$1.20 per ADS cash dividend (approximately RMB1 billion aggregate), with total 2025 dividends reaching about RMB1.5 billion including a prior RMB0.5 billion declaration. The company soft-launched Autohome Mall in September as part of its O2O strategy.
- Net revenues were RMB1,778.1M, flat YoY; online marketplace revenue grew 32.1% to RMB816.4M.
- Net income attributable to Autohome was RMB436.6M; adjusted net income was RMB406.9M.
- Basic EPS was RMB0.89 (US$0.13); operating profit rose to RMB147.0M from RMB82.6M.
- Leads generation revenue fell to RMB663.7M on fewer paying dealers; media revenue was RMB298.0M.
- Board approved US$1.20/ADS dividend; Autohome Mall soft-launched in September.
Headline financials
Revenue & EPS history
Autohome · Revenue · Quarterly
¥1.78B
Revenue by segment
Autohome · ¥1.78B total across 3 segments · Q3 2025
- Online marketplace and others¥816M—45.9%
- Leads generation services¥664M—37.3%
- Media services¥298M—16.8%
Forward guidance
Management is advancing AI and O2O integration, including the Autohome Mall soft launch, while returning capital via dividends and ongoing share repurchases (5.48M ADSs repurchased for ~US$145.9M through October 31).
Tailwinds
- Online marketplace and new retail revenue grew 32.1% with operating leverage improving profitability.
- Mobile DAU reached 76.56M (+5.1% YoY) with content diversification and AI integration progressing.
Headwinds
- Leads generation revenue declined on fewer paying dealers amid competitive pressure.
- Cost of revenues rose to RMB646.0M on higher transaction costs in lower-tier city initiatives.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q3 2025
+1.5%
Avg return
Earnings day
+2.5%
Avg return
5 days after
+0.1%
Avg return
30 days after
59%
30 / 51 earnings
Positive
+22.0%
Q4 2014
Best reaction
-22.9%
Q3 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q1 2026 | -7.7% | -13.0% | — | |
| Q4 2026 | +5.2% | +9.4% | -3.3% | |
| Q3 2025 | +1.7% | +0.1% | -3.8% | |
| Q2 2025 | -0.1% | +1.9% | +6.9% | |
| Q1 2025 | -0.6% | +1.9% | +0.8% | |
| Q4 2024 | +0.2% | -4.8% | -5.3% | |
| Q3 2024 | +0.2% | -3.6% | -2.1% | |
| Q2 2024 | -5.7% | -3.9% | +3.2% | |
| Q1 2024 | +7.4% | +10.8% | +2.5% | |
| Q4 2023 | +8.9% | +6.5% | +7.4% | |
| Q3 2023 | +2.8% | +0.1% | +1.7% | |
| Q2 2023 | +6.8% | +1.1% | -6.8% | |
| Q1 2023 | +9.9% | +16.4% | +7.0% | |
| Q4 2022 | -5.6% | -12.7% | -18.2% | |
| Q3 2022 | +12.3% | +5.0% | +6.5% | |
| Q2 2022 | +8.8% | +1.7% | -4.4% | |
| Q1 2022 | +9.6% | +19.9% | +21.5% | |
| Q4 2021 | +13.3% | +18.9% | +11.5% | |
| Q3 2021 | +3.9% | +5.1% | -16.3% | |
| Q2 2021 | -5.3% | -1.2% | -1.9% | |
| Q1 2021 | -0.3% | -0.5% | -16.4% | |
| Q4 2020 | +2.2% | +8.7% | -6.1% | |
| Q3 2020 | -12.7% | -9.1% | -5.9% | |
| Q2 2020 | -5.3% | -4.8% | +1.8% | |
| Q1 2020 | +6.1% | +17.9% | -1.9% | |
| Q4 2019 | +8.8% | +3.6% | -19.2% | |
| Q3 2019 | -22.9% | -18.3% | -22.3% | |
| Q2 2019 | -2.3% | -3.1% | +14.3% | |
| Q1 2019 | -4.4% | -11.0% | -16.8% | |
| Q4 2018 | +3.8% | +1.8% | +1.2% | |
| Q3 2018 | +2.8% | +12.8% | +33.3% | |
| Q2 2018 | -8.2% | -13.2% | -18.3% | |
| Q1 2018 | +2.5% | +7.0% | +14.8% | |
| Q4 2017 | +4.4% | +7.1% | +9.0% | |
| Q3 2017 | +9.3% | +4.1% | +0.1% | |
| Q2 2017 | +12.7% | +25.2% | +30.6% | |
| Q1 2017 | +2.1% | +2.6% | +21.6% | |
| Q4 2016 | -4.8% | -7.0% | -9.1% | |
| Q3 2016 | +10.5% | +14.9% | +16.6% | |
| Q2 2016 | -6.2% | -5.9% | -13.7% | |
| Q1 2016 | -0.6% | +9.0% | -14.9% | |
| Q4 2015 | -2.0% | — | — | |
| Q3 2015 | -12.0% | — | — | |
| Q2 2015 | -5.8% | — | — | |
| Q1 2015 | -4.9% | — | — | |
| Q4 2014 | +22.0% | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | -8.5% | — | — | |
| Q4 2012 | +6.1% | — | — | |
| Q4 2011 | +6.1% | — | — | |
| Q1 2014 | +11.3% | — | — | |
| Q4 2013 | +2.1% | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q3 2012 | — | — | — |
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