JD.com vs D.R. Horton
JD.com vs D.R. Horton: this page compares the business models, financial performance, and market context of the two companies in a neutral, accessible way. Readers can explore how each company generates value, the sectors they operate in, and the factors shaping their positions in the market. Educational content, not financial advice.
JD.com vs D.R. Horton: this page compares the business models, financial performance, and market context of the two companies in a neutral, accessible way. Readers can explore how each company generat...
Why It's Moving
JD.com Faces Headwinds from Slowing Growth and Costly Food Delivery Push
- Sales growth projected to slow sharply to 5.22% annually in 2026, raising concerns about sustained momentum in China's e-commerce market.
- Food delivery expansion boosts user numbers but racks up significant losses, straining profitability in a cutthroat sector.
- Shares lag peers by 15% over the past year, trading at $30 versus all-time highs above $100, underscoring relative weakness.
D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives
- Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
- Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
- Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.
JD.com Faces Headwinds from Slowing Growth and Costly Food Delivery Push
- Sales growth projected to slow sharply to 5.22% annually in 2026, raising concerns about sustained momentum in China's e-commerce market.
- Food delivery expansion boosts user numbers but racks up significant losses, straining profitability in a cutthroat sector.
- Shares lag peers by 15% over the past year, trading at $30 versus all-time highs above $100, underscoring relative weakness.
D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives
- Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
- Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
- Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.
Investment Analysis
JD.com
JD
Pros
- JD.com has demonstrated consistent gross margin expansion for ten consecutive quarters, reflecting improved operational efficiency.
- The company's strategic global partnerships and digital innovation initiatives are driving international growth opportunities.
- JD.com maintains a strong balance sheet with a market capitalisation above $45 billion, supporting resilience amid sector volatility.
Considerations
- Heavy investments in food delivery and new business segments are pressuring near-term profitability.
- Intense competition in China's e-commerce sector continues to challenge market share and pricing power.
- Recent analyst price target reductions and bearish sentiment indicate potential downside risks to the share price.
D.R. Horton
DHI
Pros
- D.R. Horton remains the largest homebuilder in the US, benefiting from scale and brand recognition in residential construction.
- The company has a history of consistent delivery of new homes, supporting stable revenue generation across market cycles.
- D.R. Horton maintains a conservative balance sheet, with manageable debt levels and strong liquidity.
Considerations
- Rising mortgage rates and affordability pressures are dampening demand for new homes in key markets.
- The housing sector faces cyclical risks, with potential for slower sales volumes during economic downturns.
- Builders are offering incentives such as mortgage rate discounts, but buyer response has been muted, affecting margins.
JD.com (JD) Next Earnings Date
JD.com (JD) is scheduled to report its next earnings on March 5, 2026. This release will cover the Q4 2025 period, aligning with the company's historical pattern of early March announcements for its fiscal fourth quarter. Investors should monitor for updates, as dates remain estimates until officially confirmed.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.
JD.com (JD) Next Earnings Date
JD.com (JD) is scheduled to report its next earnings on March 5, 2026. This release will cover the Q4 2025 period, aligning with the company's historical pattern of early March announcements for its fiscal fourth quarter. Investors should monitor for updates, as dates remain estimates until officially confirmed.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.
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