JD.com Resultados de beneficios anteriores
Pasado controles de criterios 2/6
JD.com ha aumentado sus beneficios a una tasa media anual de 8.3%, mientras que los beneficios de la industria de Multiline Retail han experimentado un crecimiento de 11.6% anual. Los ingresos han ido creciendo a una tasa media de 8.9% al año. La rentabilidad financiera de JD.com es de 7.9%, y sus márgenes netos son de 1.5%.
Información clave
8.35%
Tasa de crecimiento de los beneficios
9.59%
Tasa de crecimiento del BPA
| Crecimiento de la industria Multiline Retail | 12.60% |
| Tasa de crecimiento de los ingresos | 8.93% |
| Rentabilidad financiera | 7.88% |
| Margen neto | 1.50% |
| Próxima actualización de resultados | 12 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating
May 02
JD: Delivery Investments And Europe Expansion Will Continue To Pressure Margins
Analyst price targets for JD.com have moved up by a few dollars per share, as analysts point to more disciplined food delivery spending and refreshed models from firms that recently raised their $ targets following earlier Q4 related cuts. Analyst Commentary Recent research updates on JD.com point to a mixed setup for investors, with some firms turning more constructive while others keep a tight focus on execution risks, profitability trends, and how much of that is already reflected in the share price.JD: Ongoing Delivery Investments Will Continue To Pressure Margins And Returns
Analysts have lifted the JD.com fair value estimate from $23.65 to $26.57. This reflects updated assumptions around slightly higher revenue growth, modestly improved profit margins, a reduced discount rate, and a higher future P/E multiple, supported by a recent wave of price target increases and upgrades tied to lower food delivery spending and refreshed models after the latest results.
JD.com, Inc. (JD): The "Supply Chain Sovereign" Engineering a Global AI Retail Reset
JD.com, Inc. (JD) , China’s largest retailer by revenue and its premier vertically integrated e-commerce giant, closed the April 8, 2026, session at $29.05 USD on the NASDAQ.JD: Ongoing Delivery And Advertising Spend Will Pressure Margins For Longer
Analysts have trimmed JD.com's fair value estimate from $26.40 to $23.65, citing recent price target cuts that reflect ongoing pressure on profitability from investments in food delivery and advertising. Updated models incorporate revised assumptions for revenue growth, margins, and future P/E levels.
JD: Europe Expansion And Ongoing Investments Will Reshape Profitability Outlook
Analysts have trimmed their fair value estimate for JD.com from about $60.47 to $53.57 as price targets across the Street move lower. The change reflects updated models that factor in a slightly higher discount rate, modestly softer margin expectations, and ongoing investment spending that is weighing on near term profitability.JD: Slower Revenue And Higher Marketing Spend Will Test Margin Resilience
Analysts have reduced their average fair value estimate for JD.com from about $28.36 to $26.40. This change reflects updated models after recent Q4 results and concerns about slower revenue growth, slightly lower profit margins, a higher discount rate, and ongoing pressure from advertising spend on profitability.An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued
Jan 05
JD: Delivery Order Momentum Will Drive Further Business Expansion Ahead
JD.com's analyst price target has been raised slightly, reflecting a modest increase of $0.14 to $45.26. Analysts point to recent order growth and ongoing strategic investments supporting a positive outlook.Chinese Digital Retail And Logistics Will Open Markets Despite Risks
JD.com's analyst-derived fair value price target was nudged up by $0.13 to $45.12, as analysts cite slightly higher expected revenue growth. However, this is tempered by ongoing margin pressures and continued strategic investment priorities.Chinese Digital Retail And Logistics Will Open Markets Despite Risks
Analysts have modestly raised their fair value price target for JD.com from $44.52 to $44.99. They cite balanced expectations for the company's growth outlook, ongoing strategic investments, and profitability considerations.Chinese Digital Retail And Logistics Will Open Markets Despite Risks
Analysts have tempered their long-term outlook on JD.com due to ongoing margin pressures and uncertainty over profitability from new business investments, leading to a consensus price target that remains at $44.48 despite strong near-term revenue growth. Analyst Commentary Bullish analysts remain positive on JD.com's near-term growth outlook, citing strong Q2 topline performance and expectations for above-consensus revenue growth.We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings
Aug 21
Earnings Beat: JD.com, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Aug 18There's Been No Shortage Of Growth Recently For JD.com's (NASDAQ:JD) Returns On Capital
Jul 15JD.com (NASDAQ:JD) Could Easily Take On More Debt
Jun 30JD.com, Inc.'s (NASDAQ:JD) Earnings Are Not Doing Enough For Some Investors
Jun 15With EPS Growth And More, JD.com (NASDAQ:JD) Makes An Interesting Case
May 30JD.com: Enduring Growth Amid A Trade War, Hiking My Target Price
Apr 19JD.com: Why I See Significant Upside Potential
Mar 20JD.com: Upgrading To Buy On Government Subsidy Tailwinds Driving Growth
Mar 11JD: Earnings To Reflect Q4 Stimulus
Feb 24JD.com: Is Instant Retail A Recipe For Success Or A Misstep In A Crowded Market?
Feb 13JD.com: Consumption Subsidies A Short-Term Catalyst, But Value Trap Remains
Jan 13JD.Com: A Capital Return Play For 2025
Jan 05JD.Com Stock Should Surge Anew Despite Trump Tariffs
Dec 26
Enhanced Supply Chain And Strategic Programs Set The Stage For A Retail Growth Revolution
Enhanced supply chain and logistics are expected to lower costs and improve margins, positively impacting revenue and net margins.JD.com: Excellent Q3 Results, Cheap Again
Nov 14JD.com Could Thrive In A Trump Presidency
Nov 08JD.com: Valuation And Fundamentals At An Inflection Point
Oct 21JD.com: This Is Probably Just The Beginning
Oct 04Can JD Maintain Its Momentum
Sep 21JD.com: Top Chinese Stock To Buy Now
Aug 30JD.com's Q2 Earnings: Profit Margins Are Well Set To Soar 2x
Aug 19JD.com: A Depressed Multiple With Real EPS Growth And Impressive FCF
Aug 12JD.com: Great Bang For The Buck
Jul 18JD.com: Big Buyback Could Ramp Up Growth
Jul 10JD.com: A Cautious Buy On The Back Of Sentiment Recovery And The Economy
Jun 26JD.com: The Sell-Off Created An Opportunity
Jun 06JD.com: What Can We Expect From Q1 Results? (Rating Downgrade)
May 14Desglose de ingresos y gastos
Cómo gana y gasta dinero JD.com. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Dec 25 | 1,309,085 | 19,631 | 95,933 | 22,229 |
| 30 Sep 25 | 1,303,787 | 32,198 | 86,563 | 19,950 |
| 30 Jun 25 | 1,265,115 | 38,653 | 74,848 | 18,700 |
| 31 Mar 25 | 1,199,852 | 45,119 | 58,568 | 17,618 |
| 31 Dec 24 | 1,158,819 | 41,359 | 56,841 | 17,031 |
| 30 Sep 24 | 1,117,910 | 34,894 | 53,041 | 16,988 |
| 30 Jun 24 | 1,105,221 | 31,099 | 51,145 | 16,386 |
| 31 Mar 24 | 1,101,755 | 25,036 | 50,567 | 16,241 |
| 31 Dec 23 | 1,084,662 | 24,167 | 49,843 | 16,393 |
| 30 Sep 23 | 1,074,031 | 23,810 | 49,986 | 16,418 |
| 30 Jun 23 | 1,069,868 | 21,837 | 49,782 | 16,740 |
| 31 Mar 23 | 1,049,537 | 19,632 | 48,164 | 16,695 |
| 31 Dec 22 | 1,046,236 | 10,380 | 48,825 | 16,893 |
| 30 Sep 22 | 1,026,697 | 2,183 | 50,295 | 16,632 |
| 30 Jun 22 | 1,001,870 | -6,587 | 50,890 | 16,520 |
| 31 Mar 22 | 988,071 | -10,168 | 52,260 | 16,186 |
| 31 Dec 21 | 951,592 | -3,560 | 50,305 | 16,332 |
| 30 Sep 21 | 900,013 | 25,930 | 45,606 | 16,731 |
| 30 Jun 21 | 855,519 | 36,297 | 41,844 | 16,833 |
| 31 Mar 21 | 802,773 | 51,949 | 36,897 | 16,744 |
| 31 Dec 20 | 745,802 | 49,405 | 33,565 | 16,149 |
| 30 Sep 20 | 692,158 | 28,714 | 30,861 | 15,237 |
| 30 Jun 20 | 652,786 | 21,766 | 29,592 | 14,715 |
| 31 Mar 20 | 602,013 | 5,938 | 28,343 | 14,837 |
| 31 Dec 19 | 576,888 | 12,184 | 27,724 | 14,619 |
| 30 Sep 19 | 541,037 | 3,745 | 25,775 | 14,530 |
| 30 Jun 19 | 510,962 | 6,134 | 28,506 | 14,393 |
| 31 Mar 19 | 482,973 | 3,303 | 25,090 | 13,448 |
| 31 Dec 18 | 462,020 | -2,492 | 24,396 | 12,144 |
| 30 Sep 18 | 437,353 | 1,404 | 24,942 | 10,703 |
| 30 Jun 18 | 416,331 | -582 | 23,764 | 9,011 |
| 31 Mar 18 | 387,241 | 1,343 | 22,336 | 7,776 |
| 31 Dec 17 | 362,332 | 117 | 19,133 | 6,652 |
| 30 Sep 17 | 331,578 | -235 | 19,521 | 5,772 |
| 30 Jun 17 | 310,343 | -2,693 | 19,651 | 6,034 |
| 31 Mar 17 | 279,538 | -792 | 16,101 | 4,630 |
| 31 Dec 16 | 258,290 | -2,000 | 15,384 | 4,453 |
| 30 Sep 16 | 233,475 | -8,096 | 13,996 | 4,352 |
| 30 Jun 16 | 217,924 | -9,319 | 14,037 | 4,415 |
| 31 Mar 16 | 198,605 | -9,308 | 12,956 | 3,861 |
| 31 Dec 15 | 181,042 | -7,732 | 10,563 | 2,902 |
| 30 Sep 15 | 161,400 | -3,700 | 9,597 | 2,993 |
| 30 Jun 15 | 146,301 | -1,839 | 8,499 | 2,620 |
Ingresos de calidad: JD tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(1.5%) de JD son inferiores a los del año pasado (3.6%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de JD han crecido un 8.3% al año en los últimos 5 años.
Acelerando crecimiento: JD ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: JD tuvo un crecimiento negativo de los beneficios (-52.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Multiline Retail (1.3%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de JD (7.9%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 21:28 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
JD.com, Inc. está cubierta por 72 analistas. 41 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| Jiong Shao | Barclays |
| Alicia Yap | Barclays |