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Mar 31, 2025
JD.com Q1 2025 Earnings Report
JD.com reported strong revenue and net income growth in the first quarter of 2025.
Key Takeaways
JD.com delivered a solid Q1 2025 performance with $41.5B in revenue and $1.5B in net income, supported by strong user growth and supply chain enhancements.
Revenue reached $41.5B, up from $35.8B last year.
Net income rose to $1.5B, with a margin of 3.6%.
Adjusted EPS came in at $1.16, reflecting robust profitability.
New businesses and JD Food Delivery gained traction.
Revenue by Segment
Forward Guidance
JD.com expressed confidence in continued growth, emphasizing strong consumer sentiment, new business expansion, and enhanced logistics capabilities.
Positive Outlook
- Strong user growth and trust in JD’s ecosystem.
- Double-digit growth in both product and service revenues.
- Increased operational efficiency in core JD Retail.
- Rapid development of JD Food Delivery business.
- Ongoing commitment to shareholder returns through dividends and repurchases.
Challenges Ahead
- Free cash flow was negative at nearly $3B.
- High fulfillment and marketing expenses.
- New businesses still operating at a loss.
- Slight drop in cash and investments from Q4 2024.
- Global economic uncertainty may pose risks to growth.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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