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JD Logistics
JD Logistics (2618) investor relations material
JD Logistics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary13 Aug, 2026
Executive summary
Achieved high-quality revenue growth and significant improvement in operating profit in Q2 2026 despite external uncertainties.
Revenue for the six months ended June 30, 2026, rose 26.5% year-over-year to RMB124.7 billion, with profit for the period up 10.5% to RMB3.3 billion.
Integrated supply chain business and express delivery services drove high-quality growth, supported by AI and automation investments.
International business expanded rapidly, with a dense overseas warehouse network and strong growth in Europe.
Continued to consolidate core integrated supply chain business, deepen overseas strategy, and accelerate AI and automation deployment.
Financial highlights
Total Q2 2026 revenue: RMB 64.10 billion, up 24.3% year-over-year; external customer revenue: RMB 44.23 billion, up 30.8%.
Non-IFRS net profit: RMB 2.64 billion, net profit margin 4.1%.
Gross profit for the six months was RMB11.1 billion, up 24.8% year-over-year; gross margin was 8.9%.
Non-IFRS profit for the period was RMB3.7 billion, up 10.7% year-over-year; non-IFRS EBITDA reached RMB11.0 billion, up 16.3%.
Free cash flow net of lease payments: RMB 2.15 billion; capital expenditures: RMB 1.44 billion.
Outlook and guidance
Confident in maintaining healthy, sustainable growth in express, freight, and on-demand delivery for H2 2026.
Operating margin expected to improve further in H2, with Deppon business recovering and international expansion injecting momentum.
Focus remains on strengthening integrated supply chain logistics, deepening technology innovation, and expanding global presence.
High growth rate in express delivery to be secured, outpacing industry average.
No interim dividend was declared for the period.
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Latest events from JD Logistics
- Revenue up 29% and net profit up 41.6% year-over-year, driven by supply chain and delivery growth.2618
Q1 2026 - General merchandise and supply chain growth offset electronics softness; tech and global focus remain.2618Q4 2025
- Revenue up 24.1% to RMB 155.08B, but net profit fell 19.7% amid expansion and CEO change.2618Q3 2025
- H1 2025 revenue up 14.1% and net profit up 15.3%, led by supply chain and global expansion.2618Q2 2025
- Q3 profit surged 205.1% on strong revenue, efficiency gains, and expanded partnerships.2618Q3 2024
- H1 2024 delivered record profit and 11% revenue growth, led by efficiency and global expansion.2618Q2 2024
- Revenue and profit grew strongly in Q1 2025, with robust international and ISC expansion.2618Q1 2025
- Record profit and margin growth driven by revenue gains, tech, and global expansion.2618Q4 2024
Next JD Logistics earnings date
Q3 202617 Nov, 2026
JD Logistics
Next JD Logistics earnings date
Q3 202617 Nov, 2026
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Frequently asked questions
JD Logistics Inc. is a Chinese company providing integrated supply chain and logistics services. It offers a range of solutions, including warehousing, transportation, and delivery services, supported by advanced technologies such as artificial intelligence and automation. The company caters to various industries, including e-commerce, retail, and manufacturing, enabling efficient and scalable logistics operations. JD Logistics also provides value-added services like inventory management, order processing, and customer support to streamline supply chain operations for its clients. The company is headquartered in Beijing, China, and its shares are listed on the Hong Kong Stock Exchange.