JD.com Reports Revenue Beat but Profit Drops on Food-Delivery Spending
Nov 13, 2025
JD.com, one of China’s largest e-commerce companies, announced its financial results for the third quarter of 2025. The company reported higher revenue than analysts expected, helped by steady consumer spending. This was partly due to government subsidies and the company offering lower prices.
However, JD.com’s profit fell by 55% compared to the same quarter last year. The drop in profit is mainly because JD.com is spending heavily to grow its food-delivery business, which faces strong competition.
JD.com is competing with rivals like Alibaba and Meituan in a price war, especially in the fast-growing food-delivery market. Despite the big drop in profit, JD.com’s stock rose after earnings because the company’s results were better than the cautious expectations of analysts.
Why did JD.com's profit drop this quarter?
JD.com spent a lot of money to expand its presence in the food-delivery market, which reduced its overall profit.
How did JD.com’s revenue compare to expectations?
JD.com’s revenue was higher than analysts predicted for the third quarter.
Why did JD.com’s stock go up even though profit was down?
Investors were expecting worse results, so JD.com’s performance beating those expectations caused the stock to rise.
Who are JD.com’s main competitors?
JD.com mainly competes with other large Chinese e-commerce companies like Alibaba and Meituan.
Sources
JD.com Earnings Are Coming. Food-Delivery Costs Are the Big Question.
Barrons
Barrons
JD.com and ts rivals Alibaba Group Holding and Meituan have been locked in an e-commerce price war.
China's JD.com beats third-quarter revenue estimates
Reuters
Reuters
China's JD.com , topped market estimates for quarterly revenue on Thursday, as the e-commerce giant benefited from steady consumer spending on its platform thanks to government subsidies and lower prices.
JD.com Profit Slumps Amid Heavy Food-Delivery Spending
WSJ
WSJ
The Chinese e-commerce giant ‘s quarterly profit dropped 55% as it continued its push into the highly competitive food-delivery space and other new businesses.
JD.com's stock jumps as Chinese e-commerce giant triumphs over low expectations
Market Watch
Market Watch
Third-quarter earnings were way below the corresponding period for 2024. More important was that the company beat relatively conservative analyst predictions.
JD.com Announces Third Quarter 2025 Results
GlobeNewsWire
GlobeNewsWire
BEIJING, Nov. 13, 2025 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter), the “Company” or “JD.com”), a leading supply chain-based technology and service provider, today announced its unaudited financial results for the three months ended September 30,...
Dow Dips Over 400 Points; JD.com Posts Upbeat Q3 Results
Benzinga
Benzinga
JD.com (NASDAQ:JD) reported upbeat fiscal third-quarter results on Thursday.
JD.com's Food Delivery Isn't A Side Bet — It's Converting Users At Nearly 50%
Benzinga
Benzinga
For years, JD.com Inc (NASDAQ: JD) has been boxed into the same narrative: a logistics powerhouse built on electronics, appliances and 1P efficiency. But the company's third quarter delivered an unexpected twist — JD's food delivery business isn't just another generational experiment.
Chinese Realtor "Mixed Bag:" BABA, JD Show Uneven A.I. & Ecommerce Footing
As U.S. shares of JD.com (JD) near a 52-week low, Henry Greene points to the company's margins, which he says are "really under pressure." He makes the case that Alibaba (BABA) is a much stronger pick.
JD.com - Still A Solid Buy Here
Seeking Alpha
Seeking Alpha
JD.com delivered strong quarterly results, beating earnings and revenue estimates, highlighting robust growth and a shift to a diversified e-commerce platform. JD trades at an ultra-low forward P/E of around 6.5, with a PEG ratio near 0.6, making JD extremely undervalued relative to its growth prosp...
JD's Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
Zacks Investment Research
Zacks Investment Research
JD.com's Q3 earnings top estimates as revenues climb and retail, logistics and new businesses record broad-based growth despite margin pressure.
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