BEKE Earnings

BEKE reported its FY2025Q3 earnings on 2025-11-10, showcasing a revenue of 23.00B against an estimate of 23.00B, resulting in a 0.19% surprise. The EPS was 0.16, surpassing the expected 0.15 by 6.67% . The stock experienced a 3.4% price change on the earnings day and a 7.37% change over the next five days, reflecting market reactions to the results.

Following BEKE's FY2025Q3 earnings announcement on 2025-11-10, the stock price moved by 3.40% on the day of the release. Over the subsequent five days, it saw a 7.37% change. Historically, BEKE's stock price tends to shift by an average of +1.01% in the 10 days leading up to earnings and -1.86% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BEKE’s annual revenue to reach 22.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -4.91% and EPS estimates Revise Downward by -20.51% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BEKE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -4.91%, while EPS estimates moved Revise Downward by -20.51% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BEKE's stock price typically moves by +1.01% in the 10 days before its earnings and -1.86% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 22.00B.

The earnings call presents a mixed outlook. Positive aspects include strong growth in home rental services and cost control measures. However, the decline in gross profit and operating margins, coupled with unclear guidance on new home business growth, tempers enthusiasm. The Q&A section reveals concerns about market volatility and management's vague responses, which may cause investor uncertainty. The expanded share repurchase program is a positive signal, but without market cap information, the overall impact remains neutral.