Xiaomi Corp. Unsponsored ADR Class B (XIACY)
OTHER OTC:XIACY
Earnings Data
Report Date
May 27, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
0.29Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture — record revenue and adjusted net profit, margin expansion, significant IoT and EV momentum, major R&D and AI progress, and clear premiumization and overseas expansion. Key near-term challenges are cost inflation (notably memory), early-stage commercialization risk for AI, and continued heavy investment in new businesses (EVs, robots) that may pressure short-term results. Overall, achievements and scale gains materially outweigh the risks flagged.Company Guidance
Record Revenue and Strong Profitability
Total group revenue reached RMB 457.3 billion (first time > RMB 400 billion), up 25% year-on-year; adjusted net profit was a record RMB 39.2 billion, up ~44% year-on-year; Q4 revenue was a new single-quarter record.
Improved Gross Margins
Overall gross profit margin rose to 22.3%, up 1.3 percentage points year-on-year; smartphone×AIoT segment gross margin reached 21.7% (up 0.5 pp); IoT gross margin reached a record 23.1%, up 2.8 pp.
Smartphone Market Leadership and Premiumization
Global smartphone shipments were 165 million units with 13.3% market share, maintaining top-3 globally for multiple years; smartphone revenue was RMB 186.4 billion (40.8% of total). Premium mix improved: high-end share in Mainland China 27.1% of smartphone sales (up 3.8 percentage points); RMB 6,000–10,000 segment market share rose materially (management cited nearly doubling in that bracket and +2.3 pp in one comment). Launched Leitzphone (EUR 1,999) as premium overseas play.
IoT & Home Appliances Growth and Category Leadership
IoT revenue reached RMB 123.2 billion, up 18.3% year-on-year (all-time high); home appliances revenue grew ~23% with record shipments; wearables ranked #1 globally, TWS earphones #2; tablet shipments grew 25.2% year-on-year (ranked #5).
Internet Services Scale and Profitability
Internet service revenue hit a record RMB 37.4 billion, up 9.7% year-on-year; global MAU reached 750 million (up 7.4%), Mainland China MAU 190 million (up 10.1%); internet gross margin remained high at 76.5%; advertising revenue a record RMB 28.5 billion; overseas Internet revenue +15.2% to RMB 12.6 billion (33.8% of Internet revenue).
Rapid EV Scale-Up and Profitability Progress
EV & AI/innovation segment revenue reached RMB 106.1 billion (up >200% year-on-year), representing 23.2% of group revenue; Smart EV revenue RMB 103.3 billion; segment gross margin 24.3% (up 5.8 pp) and segment recorded positive operating profit for the first time at RMB 0.9 billion. Deliveries in 2025 were ~411k vehicles; Q4 deliveries 145,115; average post-tax unit price RMB 251,171 (up 7% YoY).
Strong R&D Commitment and AI Progress
R&D spend in 2025 was RMB 33.1+ billion (five-year cumulative RMB 105.5 billion, +37.8%); planned R&D > RMB 40 billion in 2026 and RMB 60 billion in AI over next 3 years. Released foundation models (MiMo-V2 series) including a >1 trillion-parameter model; models ranked in global open-source tier and showed strong usage on OpenRouter; miclaw (phone AI Agent) entered limited testing.
Robotics & Embodied Intelligence Breakthroughs
Launched haptic-driven precision grasping tech and open-sourced Xiaomi-Robotics-0; embodied robot trials in car factory achieved 90.2% installation success and cycle times as quick as 76 seconds, indicating feasible industrial deployment.
Capital Allocation & ESG Progress
CapEx in 2025 was RMB 18.2 billion (+73% YoY), with ~66% allocated to Smart EV & AI innovation; share repurchases ~HKD 6.3 billion in 2025 plus ~HKD 4.7 billion since early 2026 and an auto-repurchase plan cap of HKD 2.5 billion; sustainability actions included >40 million kWh green electricity purchased (>10x YoY) and EcoVadis score of 81 (gold).
Successful New Product Demand Signals
New SU7 generation launch saw >15,000 locked orders within 34 minutes and >30,000 locked orders after 3 days; cumulative Xiaomi Auto deliveries surpassed 600,000 by Feb 13, 2026, supporting demand momentum.
Xiaomi Corp. Unsponsored ADR Class B (XIACY) Earnings, Revenues Date & History
XIACY 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
XIACY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $20.46 | $20.87 | +2.02% |
Nov 18, 2025 | $26.99 | $26.20 | -2.95% |
Aug 19, 2025 | $33.92 | $33.59 | -0.98% |
May 27, 2025 | $33.84 | $32.88 | -2.83% |
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. Unsponsored ADR Class B (XIACY) report earnings?
Xiaomi Corp. Unsponsored ADR Class B (XIACY) is schdueled to report earning on May 27, 2026, TBA (Confirmed).
What is Xiaomi Corp. Unsponsored ADR Class B (XIACY) earnings time?
Xiaomi Corp. Unsponsored ADR Class B (XIACY) 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 XIACY EPS forecast?
XIACY EPS forecast for the fiscal quarter 2026 (Q1) is 0.16.