Kanzhun Ltd. Sponsored Adr (BZ)
NASDAQ:BZ
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Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.32Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial positives: solid user and paid customer growth, healthy adjusted profitability and margins, strong cash generation, and tangible early AI productivity and revenue signals. Management acknowledged short‑term seasonality headwinds, one‑time investment income volatility and the need to continue investing in AI and new businesses which will moderate margin expansion. AI monetization is promising but still small in absolute terms. Overall, the positive growth, margins, cash balance and proactive buybacks outweigh the challenges.Company Guidance
User Acquisition and MAU Growth
Acquired over 15 million newly verified users from January to April 2026; company believes achieving over 14 million newly verified users for the full year is achievable. March MAU exceeded 72 million, up 4.6% year‑on‑year; Q1 average MAU cited around ~60 million with April close to March levels indicating post‑CNY rebound.
Paid Enterprise Customer Expansion
Number of paid enterprise customers reached 7.1 million for the 12 months ended March 31, up 10.9% year‑on‑year and 4.4% quarter‑on‑quarter; ARPU increased ~2% year‑on‑year.
Revenue Growth and Q2 Guidance
Reported first‑quarter revenue of ~RMB 2.07–2.1 billion, up ~7.6%–8% year‑on‑year despite a compressed peak hiring season; company guided Q2 revenues to RMB 2.38–2.42 billion, implying +13.2% to +15.1% year‑on‑year growth.
Strong Adjusted Profitability
Adjusted operating income (excluding share‑based compensation) ~RMB 810–815 million, up ~17.8%–18% year‑on‑year; adjusted operating margin was 39.4%, up 3.4 percentage points year‑on‑year.
Robust Cash Generation and Balance Sheet
Net cash provided by operating activities ~RMB 1.2 billion, up 19% year‑on‑year; cash and equivalents (ex‑securities) ~RMB 19.8 billion as of March 31, 2026.
High Gross and Net Margins
Gross margin improved to 85.6%, up 1.8 percentage points year‑on‑year. Reported net income reached ~RMB 1.1 billion; adjusted net income (ex‑SBC and investment gains) increased 12% to RMB 856 million, adjusted net margin 41.4% (+1.7pp YoY).
Shareholder Returns and Buybacks
Repurchased over USD 200 million of shares year‑to‑date (~3% of outstanding shares); cumulative repurchases since 2022 close to 10% of total shares. Reiterated policy to allocate at least 50% of prior year's adjusted net income annually to buybacks and dividends.
Early, Rapid AI‑Driven Productivity and Revenue Signals
AI‑related roles revenue on the platform grew by over 100%. Internal pilots: AI agents improved time‑to‑consent conversion by ~50%; human+agent productivity in a post‑pilot increased ~4x; AI‑powered closed‑loop services grew fastest among experiments (some >100%) with Q1 revenue of ~RMB 50 million.
BZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $14.11 | $14.07 | -0.28% |
Mar 18, 2026 | $14.55 | $13.69 | -5.91% |
Nov 18, 2025 | $20.52 | $20.79 | +1.32% |
Aug 20, 2025 | $20.94 | $21.94 | +4.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kanzhun Ltd. Sponsored Adr (BZ) report earnings?
Kanzhun Ltd. Sponsored Adr (BZ) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Kanzhun Ltd. Sponsored Adr (BZ) earnings time?
Kanzhun Ltd. Sponsored Adr (BZ) earnings time is at Aug 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BZ EPS forecast?
BZ EPS forecast for the fiscal quarter 2026 (Q2) is 0.32.