JD.com Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
23.9%projected annual EPS growth
Analyst Coverage
35analysts covering
FY EPS (est.)
$3.25next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 12 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Annual Active Customer Accounts AnnuallyTarget: Continued expansion of core user base through low-price strategy
Net Service Revenue Growth Quarterly2,060.0%Target: Double-digit growth to outpace 100P retail growth%
Retail Operating Margin (EBIT Margin) QuarterlyTarget: High-single-digit long-term margin guide
JD Logistics External Revenue Share Quarterly7,000.0%Target: Maintain above 70% to drive externalization and scale
Watch Items
- EU Foreign Subsidies Regulation InvestigationTrigger: October 2, 2026 decision deadline on the proposed $2.5B Ceconomy acquisitionAction: Assess impact on European expansion strategy and potential remedies required by the European Commission.
- China SAMR False Advertising InvestigationTrigger: Regulatory summons or penalties related to the 618 midyear shopping festivalAction: Monitor compliance costs, marketing practice adjustments, and potential class-action litigation developments.
- Food Delivery Subsidy War De-escalationTrigger: Breakeven timeline of food delivery operations and competitive subsidy matching with Meituan/AlibabaAction: Evaluate sequential narrowing of losses in the New Businesses segment.
Research as of 2 Sep 2026