Spoken Alpha
JD.com, Inc.
JD.com, Inc is a Consumer Cyclical company operating in Internet Retail with a $37.34B market cap.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks JDCMF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for JDCMF.
$ curl https://api.spokenalpha.com/v1/companies/JDCMFFAQ
Spoken Alpha indexes JDCMF's earnings call transcripts at https://spokenalpha.com/companies/JDCMF. Each call links to attributed speakers and parsed analyst Q&A. JD.com, Inc.'s own investor relations page is at https://ir.jd.com/.
JD.com, Inc. (JDCMF) operates in the Consumer Cyclical sector (Internet Retail industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.05 | $1.74 | +17.8% | -3.9% | -3.5% |
| Q4 FY2026 | $2.13 | $1.73 | +22.9% | +3.3% | +1.4% |
| Q3 FY2026 | $1.86 | $1.56 | +19.4% | +6.2% | +3.4% |
| Q2 FY2026 | $2.15 | $1.69 | +27.2% | +0.9% | +1.5% |
| Q1 FY2025 | $2.16 | $1.84 | +17.5% | -3.6% | -5.8% |
| Q4 FY2025 |
| $2.22 |
| $1.78 |
| +24.8% |
| +6.3% |
| +5.6% |
| Q3 FY2025 | $2.26 | $1.82 | +24.1% | -2.0% | -4.8% |
| Q2 FY2025 | $2.33 | $1.91 | +21.9% | +5.4% | +7.3% |
| Q1 FY2024 | $2.32 | $1.93 | +20.2% | +3.4% | +0.6% |
| Q4 FY2024 | $1.92 | $1.65 | +16.4% | +4.6% | +2.2% |