Xiaomi Corp Class B (XIACF)
OTHER OTC:XIACF
Earnings Data
Report Date
May 27, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.06Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum: record revenue and adjusted net profit, robust IoT and EV growth, improving margins across segments, rapid R&D and AI progress, and clear premiumization and international expansion wins. Against this, management was candid about meaningful near‑term headwinds — notably elevated memory prices, increased short‑term cost burden from heavy R&D/CapEx and early‑stage commercialization risks for AI initiatives — and flagged execution/market pressures in the latter half of 2025 and into 2026. Overall, the positives (record results, segment profitability, scale in EVs, AI foundational progress and clear investment roadmap) outweigh the near‑term challenges, but the company faces execution and cost risks that require monitoring.Company Guidance
Record Annual Revenue
Total group revenue reached RMB 457.3 billion in FY2025, surpassing RMB 400 billion for the first time and increasing 25% year‑on‑year (new company record).
Record Adjusted Net Profit
Adjusted net profit rose to RMB 39.2 billion, up ~44% year‑on‑year (reported as 43.8% in CFO remarks), a company record.
Strong Overall and Segment Margins
Overall gross profit margin reached 22.3% (up 1.3 percentage points YoY). The Smartphone x AIoT segment gross margin hit a record 21.7% (up 0.5pp YoY). IoT gross margin reached a record 23.1% (up 2.8pp YoY).
Smartphone Market Position and Premiumization
Global smartphone shipments were 165 million units with a 13.3% market share, maintaining top‑3 globally. In Mainland China premium models accounted for 27.1% of smartphone sales (up 3.8 percentage points). Market share in RMB 4,000–6,000 rose to 17.3% (up 0.5pp); RMB 6,000–10,000 segment market share nearly doubled to 4.5% YoY. Smartphone revenue was RMB 186.4 billion (40.8% of total).
IoT and Consumer Device Growth
IoT revenue surpassed RMB 120 billion for the first time at RMB 123.2 billion, up 18.3% YoY. Large smart home appliances revenue grew ~23.1% YoY; tablet shipments rose 25.2% YoY (ranked fifth globally); wearables ranked #1 globally and TWS earphones #2. AI glasses ranked #3 globally and #1 in China.
Rapid EV Scale-Up and Profitability Progress
EV & AI/innovation segment revenue reached RMB 106.1 billion (over 200% YoY growth), accounting for 23.2% of group revenue. Smart EV sales revenue was RMB 103.3 billion. The segment achieved positive annual operating profit for the first time at RMB 0.9 billion and a gross margin of 24.3% (up 5.8pp YoY). Delivered 411,082 vehicles in 2025 and cumulative deliveries surpassed 600,000 by Feb 13, 2026.
Successful New Model Launch and Demand Signals
New SU7 generation launch saw locked orders exceed 15,000 within 34 minutes and over 30,000 locked orders after 3 days, with prompt manufacturing/delivery readiness and high paid‑option take rates (~60%).
AI & R&D Momentum
2025 R&D expense exceeded RMB 33 billion; cumulative R&D over past 5 years RMB 105.5 billion (up 37.8%). Xiaomi released foundation models (MiMo‑V2 series), with MiMo‑V2‑Pro >1 trillion parameters and leading placements on open‑source indexes and platforms. Company plans RMB 60 billion AI investment over next 3 years and >RMB 40 billion R&D planned for 2026 (with >RMB 16 billion for AI and embodied intelligence).
Internet Services User & Revenue Growth
Global MAU reached 750 million (up 7.4% YoY); Mainland China MAU 190 million (up 10.1%). Internet service revenue hit a record RMB 37.4 billion, up 9.7% YoY, with advertising revenue a record RMB 28.5 billion and overseas Internet revenue up 15.2% to RMB 12.6 billion.
Capital Allocation and ESG Progress
CapEx in 2025 was RMB 18.2 billion (up 73% YoY), with ~66% allocated to Smart EV and AI innovation. Share repurchases: ~HKD 6.3 billion in 2025 and ~HKD 4.7 billion since early 2026; announced an automatic repurchase plan capped at HKD 2.5 billion. Sustainability: purchased >40 million kWh green electricity (>10x prior year), PV usage >13 million kWh reducing ~10,000 tonnes CO2; EcoVadis score 81 (gold).
XIACF 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
XIACF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $4.30 | $4.15 | -3.49% |
Nov 18, 2025 | $5.34 | $5.38 | +0.75% |
Aug 19, 2025 | $6.87 | $6.83 | -0.58% |
May 27, 2025 | $6.74 | $6.79 | +0.79% |
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 Xiaomi Corp Class B (XIACF) report earnings?
Xiaomi Corp Class B (XIACF) is schdueled to report earning on May 27, 2026, TBA (Confirmed).
What is Xiaomi Corp Class B (XIACF) earnings time?
Xiaomi Corp Class B (XIACF) earnings time is at May 27, 2026, TBA (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 XIACF EPS forecast?
XIACF EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.