AutoHome Inc. (ATHM)
NYSE:ATHM
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.35Last Year’s EPS
0.5Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The company reported meaningful strategic progress — including DAU growth (+4.9% YoY), AI integration, international expansion (YesAuto in Thailand), pilot launches of new retail and used-car transaction platforms, and a solid liquidity position (RMB 20.04B) with active share buybacks and dividends. However, material profitability declines (non-GAAP EPS down ~56%), gross margin compression (‑2.8 pts), operating cash outflow and a weak auto industry backdrop (China passenger vehicles and NEVs down double digits in Q1) create significant near-term headwinds. The call presents strong long-term strategic initiatives but notable short-term financial and industry challenges.Company Guidance
Strong User Growth and Content Ecosystem
Average mobile daily active users reached 80.73 million in March (new all-time high), up 4.9% year-over-year; MCN ecosystem expanded to over 650 premium creators with cumulative new-media reach approaching ~150 million users and a larger share of top- and mid-tier influencers, improving content quality and distribution.
Strategic Product Upgrades and AI Integration
Company completed a brand refresh and app upgrade focused on the end-to-end car purchase journey; integrated AI and large language models across content and operations (AI-powered smart radar, LLM-assisted packaging, AIGC automated content generation, reverse-funnel and intelligent distribution models) to improve relevance and operational efficiency.
New Retail and Transaction Capabilities Launched
Autohome Mall launched an online car purchase feature in two pilot cities (Shenzhen and Xi'an) with four consumer guarantees (certified sources, supervised funds, transparent pricing, refundable deposits); efforts to build an e-commerce-like transaction platform for new and used cars are underway.
International Expansion and Used-Car Platform Rollouts
Overseas content platform YesAuto went live in Thailand alongside a marketing campaign that generated >140 million views and >530,000 interactions; launched a cross-border used car export platform and a full-process used-car selling service platform (pilot in 2 cities) to support domestic and international transaction growth.
Healthy Liquidity and Capital Allocation
Cash, cash equivalents, short-term investments and other long-term investments totaled RMB 20.04 billion as of March 31, 2026; Board authorized a share repurchase program up to USD 200 million and has repurchased ~3.47 million ADS for ~USD 62.3 million (~31% of authorization to date); Board approved an interim cash dividend of ~RMB 0.5 billion for H1 and reiterated a full-year dividend commitment of >= RMB 1.5 billion.
Revenue Mix and Cost Control
Net revenues were RMB 1.05 billion for Q1 2026 with segment mix: media services RMB 163 million, lead generation services RMB 503 million, online marketplace & others RMB 382 million; cost of revenues declined to RMB 257 million from RMB 316 million in Q1 2025 (≈ -18.7%); sales & marketing expenses fell ~7%, G&A down ~8.4%, and product & development expenses were flat year-over-year.
ATHM 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
ATHM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $16.38 | $17.30 | +5.62% |
Mar 05, 2026 | $17.96 | $18.83 | +4.84% |
Nov 06, 2025 | $24.82 | $25.20 | +1.53% |
Jul 31, 2025 | $26.47 | $26.54 | +0.26% |
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 AutoHome Inc. (ATHM) report earnings?
AutoHome Inc. (ATHM) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is AutoHome Inc. (ATHM) earnings time?
AutoHome Inc. (ATHM) earnings time is at Aug 05, 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 ATHM EPS forecast?
ATHM EPS forecast for the fiscal quarter 2026 (Q2) is 0.35.