JD.com, Inc.

NasdaqGS:JD 주식 리포트

시가총액: US$41.6b

JD.com 과거 순이익 실적

과거 기준 점검 2/6

JD.com은 연평균 8.3%의 비율로 수입이 증가해 온 반면, Multiline Retail 산업은 수입이 11.6% 증가했습니다. 매출은 연평균 8.9%의 비율로 증가했습니다. JD.com의 자기자본이익률은 7.9%이고 순이익률은 1.5%입니다.

핵심 정보

8.35%

순이익 성장률

9.59%

주당순이익(EPS) 성장률

Multiline Retail 산업 성장률12.60%
매출 성장률8.93%
자기자본이익률7.88%
순이익률1.50%
다음 순이익 업데이트12 May 2026

최근 과거 실적 업데이트

Recent updates

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: European Expansion Strengthens This Deeply Undervalued Chinese Giant

Apr 13

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
An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued

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
We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings

Earnings Beat: JD.com, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 18
Earnings Beat: JD.com, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

There's Been No Shortage Of Growth Recently For JD.com's (NASDAQ:JD) Returns On Capital

Jul 15
There's Been No Shortage Of Growth Recently For JD.com's (NASDAQ:JD) Returns On Capital

JD.com (NASDAQ:JD) Could Easily Take On More Debt

Jun 30
JD.com (NASDAQ:JD) Could Easily Take On More Debt

JD.com, Inc.'s (NASDAQ:JD) Earnings Are Not Doing Enough For Some Investors

Jun 15
JD.com, Inc.'s (NASDAQ:JD) Earnings Are Not Doing Enough For Some Investors

With EPS Growth And More, JD.com (NASDAQ:JD) Makes An Interesting Case

May 30
With EPS Growth And More, JD.com (NASDAQ:JD) Makes An Interesting Case

JD.com: Enduring Growth Amid A Trade War, Hiking My Target Price

Apr 19

JD.com: Why I See Significant Upside Potential

Mar 20

JD.com: Upgrading To Buy On Government Subsidy Tailwinds Driving Growth

Mar 11

JD: Earnings To Reflect Q4 Stimulus

Feb 24

JD.com: Is Instant Retail A Recipe For Success Or A Misstep In A Crowded Market?

Feb 13

JD.com: Consumption Subsidies A Short-Term Catalyst, But Value Trap Remains

Jan 13

JD.Com: A Capital Return Play For 2025

Jan 05

JD.Com Stock Should Surge Anew Despite Trump Tariffs

Dec 26
User avatar

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 14

JD.com Could Thrive In A Trump Presidency

Nov 08

JD.com: Valuation And Fundamentals At An Inflection Point

Oct 21

JD.com: This Is Probably Just The Beginning

Oct 04

Can JD Maintain Its Momentum

Sep 21

JD.com: Top Chinese Stock To Buy Now

Aug 30

JD.com's Q2 Earnings: Profit Margins Are Well Set To Soar 2x

Aug 19

JD.com: A Depressed Multiple With Real EPS Growth And Impressive FCF

Aug 12

JD.com: Great Bang For The Buck

Jul 18

JD.com: Big Buyback Could Ramp Up Growth

Jul 10

JD.com: A Cautious Buy On The Back Of Sentiment Recovery And The Economy

Jun 26

JD.com: The Sell-Off Created An Opportunity

Jun 06

JD.com: What Can We Expect From Q1 Results? (Rating Downgrade)

May 14

매출 및 비용 세부 내역

JD.com가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:JD 매출, 비용 및 순이익 (CNY Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 251,309,08519,63195,93322,229
30 Sep 251,303,78732,19886,56319,950
30 Jun 251,265,11538,65374,84818,700
31 Mar 251,199,85245,11958,56817,618
31 Dec 241,158,81941,35956,84117,031
30 Sep 241,117,91034,89453,04116,988
30 Jun 241,105,22131,09951,14516,386
31 Mar 241,101,75525,03650,56716,241
31 Dec 231,084,66224,16749,84316,393
30 Sep 231,074,03123,81049,98616,418
30 Jun 231,069,86821,83749,78216,740
31 Mar 231,049,53719,63248,16416,695
31 Dec 221,046,23610,38048,82516,893
30 Sep 221,026,6972,18350,29516,632
30 Jun 221,001,870-6,58750,89016,520
31 Mar 22988,071-10,16852,26016,186
31 Dec 21951,592-3,56050,30516,332
30 Sep 21900,01325,93045,60616,731
30 Jun 21855,51936,29741,84416,833
31 Mar 21802,77351,94936,89716,744
31 Dec 20745,80249,40533,56516,149
30 Sep 20692,15828,71430,86115,237
30 Jun 20652,78621,76629,59214,715
31 Mar 20602,0135,93828,34314,837
31 Dec 19576,88812,18427,72414,619
30 Sep 19541,0373,74525,77514,530
30 Jun 19510,9626,13428,50614,393
31 Mar 19482,9733,30325,09013,448
31 Dec 18462,020-2,49224,39612,144
30 Sep 18437,3531,40424,94210,703
30 Jun 18416,331-58223,7649,011
31 Mar 18387,2411,34322,3367,776
31 Dec 17362,33211719,1336,652
30 Sep 17331,578-23519,5215,772
30 Jun 17310,343-2,69319,6516,034
31 Mar 17279,538-79216,1014,630
31 Dec 16258,290-2,00015,3844,453
30 Sep 16233,475-8,09613,9964,352
30 Jun 16217,924-9,31914,0374,415
31 Mar 16198,605-9,30812,9563,861
31 Dec 15181,042-7,73210,5632,902
30 Sep 15161,400-3,7009,5972,993
30 Jun 15146,301-1,8398,4992,620

양질의 수익: JD는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: JD의 현재 순 이익률 (1.5%)은 지난해 (3.6%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: JD의 수익은 지난 5년 동안 연평균 8.3% 증가했습니다.

성장 가속화: JD은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: JD은 지난 1년 동안 수익이 감소(-52.5%)하여 Multiline Retail 업계 평균(1.3%)과 비교하기 어렵습니다.

자기자본이익률

높은 ROE: JD의 자본 수익률(7.9%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 05:40
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

JD.com, Inc.는 72명의 분석가가 다루고 있습니다. 이 중 41명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zixiao YangArete Research Services LLP
Jiong ShaoBarclays
Alicia YapBarclays