Waterdrop, Inc. ADR Class A (WDH)
NYSE:WDH
Earnings Data
Report Date
Jun 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights robust top-line growth (FY revenue +43.5%, Q4 revenue +105.5%), strong insurance segment performance (+51.3% full-year; Q4 insurance income +125%), meaningful AI and product innovation (72 LLM patents, AI-driven premium increases, national patent for patient-matching), sustained GAAP profitability (16 consecutive quarters), and active capital returns (dividend and ~$118M buyback). However, the company is investing heavily: operating costs and expenses rose sharply (quarterly increases ~109%), selling & marketing spend jumped ~178%, and referral/service fees materially increased. There is also an inconsistency in the reported full-year net profit growth rates in the transcript (54.8% vs. 4.8%), which clouds comparability. Overall, positive momentum in revenue, AI integration, and shareholder returns outweigh near-term cost headwinds and reporting clarity issues.Company Guidance
Strong Full-Year Revenue Growth
Fiscal year 2025 revenue reached RMB 3.98 billion, up 43.5% year-over-year, reflecting robust top-line expansion across the business.
Quarterly Revenue Surge
Fourth quarter revenue more than doubled year-over-year to RMB 1.41 billion, a 105.5% increase, indicating strong acceleration into the year-end.
Insurance Segment Outperformance
Full-year insurance revenue was approximately RMB 3.58 billion, up 51.3% year-over-year; the insurance-related income in Q4 surged 125% year-over-year to RMB 1.31 billion. Reported operating margin for the segment was roughly 18%.
Profitability and Quarterly Net Income Growth
Company reported GAAP profitability for 16 consecutive quarters. Fourth-quarter net profit attributable to ordinary shareholders was RMB 153 million, up 62.7% year-over-year. Full-year net profit attributable was reported as RMB 570 million.
Capital Return and Share Repurchase
Board approved a cash dividend of CNY 0.03 per ADS totaling approximately $10.8 million and the company has repurchased 60.7 million ADS for about $118 million, supporting shareholder returns and confidence in the balance sheet.
AI and Technology Advancements
Company filed 72 LLM-related patent applications and integrated LLM/AI across core workflows (acquisition, customer service, QC, R&D). AI-driven features delivered measurable results: an AI mini-program drove a 33% sequential increase in premium and AI medical experts produced strong sequential gains (large QoQ increases reported). The company plans to embed AI company-wide and pursue industry collaboration platforms.
Healthcare Platform and Product Innovation
Medical platform served 3.68 million patients and the digital team enrolled over 4,000 patients in the year. The healthcare business enrolled 224 pharmaceutical companies and launched a record number of programs (131 new programs this quarter). Proprietary patient-matching technology received a national invention patent and reduced manual screening workflows to approximately 2 minutes.
Digital Clinical Trial and Medical Services Growth
Digital clinical trial-related revenue and medical performance services showed notable growth, with references to ~30% growth in digital clinical trial revenue in the quarter and medical performance services at approximately RMB 260 million for the year.
ESG Improvements and Recognition
Company partnered with 19 organizations to launch over 15,500 products with global recognition for carbon reduction efforts, resulting in an upgraded ESG rating to A+.
WDH 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
WDH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 25, 2026 | $1.67 | $1.65 | -1.20% |
Dec 03, 2025 | $1.87 | $1.89 | +1.07% |
Sep 04, 2025 | $1.76 | $1.80 | +2.22% |
Jun 05, 2025 | $1.48 | $1.43 | -3.31% |
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 Waterdrop, Inc. ADR Class A (WDH) report earnings?
Waterdrop, Inc. ADR Class A (WDH) is schdueled to report earning on Jun 11, 2026, Before Open (Confirmed).
What is Waterdrop, Inc. ADR Class A (WDH) earnings time?
Waterdrop, Inc. ADR Class A (WDH) earnings time is at Jun 11, 2026, Before Open (Confirmed).
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What is WDH EPS forecast?
Currently, no data Available