JD.com Reports Strong Q1 Earnings Beat Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
Source: stocktwits
- Revenue Growth: JD.com reported a 4.9% year-over-year increase in Q1 revenue to RMB 315.7 billion (approximately $45.77 billion), surpassing the market estimate of $45.57 billion, indicating strong performance in the e-commerce sector.
- Profitability Improvement: The adjusted earnings per American Depository Share were $0.74, exceeding the expected $0.74, reflecting enhanced profitability in JD's retail operations amid a competitive market environment.
- Retail Business Performance: The JD Retail unit generated operating income of RMB 15 billion on sales of RMB 268.59 billion in Q1, benefiting from deepened partnerships with leading appliance brands like Midea, Haier, Hisense, and TCL, which drove sales across various product categories.
- Market Sentiment Shift: Despite a 15.3% decline in JD's stock over the past 12 months, it has gained 6.4% year-to-date, and retail investor sentiment on Stocktwits has shifted from 'bearish' to 'neutral', indicating market recognition of the company's performance.
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Analyst Views on JD
Wall Street analysts forecast JD stock price to rise
9 Analyst Rating
7 Buy
1 Hold
1 Sell
Moderate Buy
Current: 29.140
Low
28.00
Averages
38.83
High
50.50
Current: 29.140
Low
28.00
Averages
38.83
High
50.50
About JD
JD.Com Inc is a company principally engaged in the e-commerce business, including online retail and online marketplace mainly through its retail mobile apps and www.jd.com website (collectively, JD Platform). The Company operates its businesses through four segments. JD Retail segment, including JD Health, JD Industrials, and other components, mainly engage in online retail, online marketplace and marketing services in China. JD Logistics segment includes both internal and external logistics businesses. Dada segment is a local on-demand delivery and retail platform in China. New Businesses segment mainly include JD Property, Jingxi and overseas businesses. The Company mainly conducts its businesses in the domestic market and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Auction Launch: The auction for Very Group is set to commence imminently, expected to attract interest from various trade and financial buyers, which could not only enhance Very Group's market value but also provide JD.com with an entry point into the UK market.
- Private Equity Context: This potential acquisition comes after Carlyle Group took control of Very Group in November, indicating JD.com's strategy to achieve rapid growth through acquisitions in a highly competitive e-commerce landscape.
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- Long-term Outlook: With sustained revenue growth, the company anticipates achieving an average annual growth rate exceeding 25% over the next three years, which will provide substantial returns for shareholders and solidify its market leadership position.
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