NYSE$BEKE

KE Holdings Inc.-ADR · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

BEKE Q4 2023 — CNY 12.00B revenue

Risk Factors,” may cause our actual results, performance or achievements to be materially different from those expressed or implied by the forw. KE Holdings Inc.-ADR reported Q4 2023 results. Net income of CNY 5.89B. Headline numbers extracted from the Form 20-F press release; narrative is light because this row was processed without an LLM call.

  • Revenue: CNY 12.00B.
  • Net income: CNY 5.89B.
  • Filed on Form 20-F (accession 0001104659-24-052448).

Headline financials

Total Revenue

$2.8B

Previous: $2.43B+15.1%
EPS (adj)

$0.20

Previous: $0.04+400.0%
Net Income

$92.6M

Previous: $383M-75.8%
Operating Income

-$16.3M

Previous: -$176M+90.8%
Gross Profit

$712M

Previous: $4.09B-82.6%
R&D Expense

$73.8M

No prior period
Stock-Based Comp

$3.22B

Previous: $2.43B+32.6%

Revenue & EPS history

KE Holdings · Revenue · Quarterly

$2.8B

Q4 2023+15.1%vs Q4 2022
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

KE Holdings · $13.5B total across 3 segments · Q1 2026

  • Existing home transaction services
    $6.1B
  • New home transaction services
    $5.1B
  • Home renovation and furnishing
    $2.3B

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 2023

Historical avgQ4 2023

+0.4%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-1.5%

Avg return

30 days after

40%

8 / 20 earnings

Positive

+18.1%

Q2 2023

Best reaction

-18.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.5%-12.5%-20.4%
Q3 2025+3.4%+8.0%+9.1%
Q4 2024-7.3%-17.7%-24.2%
Q1 2024-11.7%-2.3%+4.6%
Q4 2023-2.4%-1.5%-8.5%
Q3 2023-1.2%+0.3%+2.4%
Q2 2023+18.1%-2.0%+2.4%
Q1 2023-9.1%-5.9%+0.3%
Q4 2022+10.3%+9.4%-0.9%
Q3 2022+10.5%+8.7%-7.6%
Q2 2022+10.7%+15.8%+37.0%
Q1 2022+10.3%-4.4%+9.5%
Q4 2021-18.0%-32.9%+13.4%
Q3 2021+9.8%+25.4%+22.9%
Q2 2021-6.2%-15.6%-9.4%
Q1 2021-0.8%+3.5%-1.0%
Q4 2019-4.7%-4.9%-14.6%
Q4 2018-4.7%-4.9%-14.6%
Q4 2020+10.8%+8.5%-16.2%
Q3 2020-6.8%-16.2%-13.2%
Q2 2020
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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