Earning Analysis
Welcome to our in-depth analysis of Dingdong (Cayman) Ltd(DDL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Dingdong (Cayman) Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: CNY
Actual
Estimate
Surprise Analysis
| - | 2025-11-12 | Pre-Market | 0.08 | 0.05 | -37.50 | 3.38B | 935.86M | -72.31 | -2.26 | -4.52 |
| FY2025Q2 | 2025-08-21 | Pre-Market | - | 0.06 | - | 5.97B | 5.98B | +0.08 | -2.83 | -0.94 |
| FY2025Q1 | 2025-05-16 | Pre-Market | - | 0.00 | - | 5.47B | 5.48B | +0.17 | -2.52 | -11.34 |
| FY2024Q4 | 2025-03-06 | Pre-Market | 0.02 | 0.06 | +200.00 | 5.89B | 5.91B | +0.22 | +13.38 | -3.18 |
| FY2024Q2 | 2024-08-07 | Pre-Market | 0.02 | 0.00 | -100.00 | 5.43B | 5.60B | +3.21 | -10.38 | +13.66 |
| FY2024Q1 | 2024-05-13 | - | 0.06 | 0.00 | -100.00 | 4.87B | 5.02B | +3.12 | -15.74 | -17.13 |
| FY2023Q4 | 2024-02-29 | - | -0.01 | 0.00 | +100.00 | 5.08B | 4.99B | -1.78 | -10.16 | +7.03 |
| FY2023Q3 | 2023-11-16 | - | -0.01 | 0.00 | +100.00 | 5.21B | 5.14B | -1.34 | -7.32 | +1.46 |
| - | 2023-02-13 | - | 0.03 | 0.08 | +166.67 | - | - | - | -0.61 | -8.13 |
| - | 2022-11-11 | - | -0.12 | -0.23 | -91.67 | - | - | - | +18.98 | +46.10 |
DDL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Dingdong (Cayman) Ltd reported performance for , announced on 2025-11-12. The company achieved an EPS of 0.05, compared to analyst estimates of 0.08 by -37.50% . Revenue for the quarter reached 935.86M compared to expectations of 3.38B by -72.31% .
The stock price reacted with a -2.26% one-day change and a -4.52% five-day change following the earnings release. These movements reflect market reaction in Dingdong (Cayman) Ltd growth trajectory and strategic initiatives.
DDL Earnings Forecast
Looking ahead, Dingdong (Cayman) Ltd(DDL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 6.80B and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for have been Go Down by -10.14%, while EPS estimates have been No Change by %. For the upcoming , revenue estimates have been adjusted No Change by % . These revisions correlate with a % change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Dingdong (Cayman) Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between DDL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Stock Price
Go Down
-10.14%
In Past 3 Month
1Y
3Y
5Y
Fiscal Period
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-:0
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EPS Estimate-:0
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Stock Price1.95
DDL Revenue and EPS Performance: A Historical Perspective
Dingdong (Cayman) Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-11-12,Pre-Market):
EPS: 0.05 (Actual) vs.0.08 (Estimate) (-37.50%)
Revenue: 935.86M (Actual) vs. 3.38B (Estimate) (-72.31%)
Price Reaction: -2.26%(1-Day), -4.52%(5-Day)
FY2025Q2 (2025-08-21,Pre-Market):
EPS: 0.06 (Actual) vs. (Estimate) (%)
Revenue: 5.98B (Actual) vs. 5.97B (Estimate) (0.08%)
Price Reaction: -2.83%(1-Day), -0.94%(5-Day)
FY2025Q1 (2025-05-16,Pre-Market):
EPS: 0.00 (Actual) vs. (Estimate) (%)
Revenue: 5.48B (Actual) vs. 5.47B (Estimate) (0.17%)
Price Reaction: -2.52%(1-Day), -11.34%(5-Day)
Earnings Reaction
The chart below shows how DDL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DDL sees a -1.53% change in stock price 10 days leading up to the earnings, and a +3.69% change 10 days following the report. On the earnings day itself, the stock moves by -2.14%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -1.73% on the day following the earnings release and then changed by -0.58% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Dingdong (Cayman) Ltd (DDL) Q3 2025 Earnings Call Summary
Neutral
2025-11-12
The earnings call presents a mixed picture. Financial performance shows slight growth in revenue and GMV, but declining gross profit margins and increased fulfillment costs raise concerns. Product development and market strategy are promising with AI integration and expansion plans, yet competitive pressures and international expansion challenges loom. The Q&A reveals a focus on differentiation and long-term growth, but the competitive landscape remains tough. With no new partnerships or significant guidance changes, the overall sentiment is neutral, reflecting both opportunities and challenges.
Dingdong (Cayman) Ltd (DDL) Q2 2025 Earnings Call Summary
Positive
2025-08-22
The company's strategic expansion plans, AI integration, and focus on product development are positive indicators. Despite competitive pressures and a slight decline in gross profit margin, strong financial results, including consistent revenue growth and profitability, suggest a positive outlook. The Q&A section didn't highlight major concerns, reinforcing a positive sentiment.
Dingdong (Cayman) Ltd (DDL) Q4 2024 Earnings Call Summary
Positive
2025-03-06
The earnings call indicates strong financial performance with significant profit increases and positive cash flow. Despite competitive pressures, the company maintains a focus on quality and long-term competitiveness, with investments in R&D and supply chain improvements. The absence of a share buyback program is neutralized by strong revenue and profit growth. The Q&A highlighted effective supplier collaborations, though lacked detailed examples. Overall, the financial metrics and optimistic guidance suggest a positive stock price movement.
Dingdong (Cayman) Limited (DDL) Q3 2024 Earnings Call Summary
Positive
2024-11-08
The earnings call summary reveals strong financial performance with significant revenue and profit growth, improved operational efficiency, and a positive outlook on profitability. Product development and market strategy are promising with expansion plans and enhanced offerings. Despite some competitive and regulatory risks, the overall sentiment is positive. The Q&A section supports this with additional insights into operational improvements and supply chain advancements. However, the lack of a share repurchase program slightly tempers the sentiment. Given these factors, the stock price is likely to see a positive movement of 2% to 8%.
Dingdong (Cayman) Limited (DDL) Q2 2024 Earnings Call Summary
Positive
2024-08-07
Dingdong's earnings call reveals strong financial performance with significant revenue and profit growth, improved cash flow, and strategic expansion plans. Despite a slight decline in gross profit margin, the company's overall outlook is optimistic, with raised forecasts and a focus on supply chain efficiency. The lack of a share repurchase program is a minor downside, but the positive sentiment from analysts and management's confidence in future growth contribute to a positive stock price prediction.
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