US Equity · NASDAQ · Earnings Dossier

ATAT earnings intelligence

Atour Lifestyle Holdings Limited American Depositary Shares

Consumer Cyclical · Lodging · USD reporting basis

Current earnings profile Results and price are diverging

The sign of the earnings surprise has often differed from the direction of the next completed weekly close.

Evidence99/100 · Deep

Next scheduled catalyst

Thursday 20 August 2026

Before the open · Fiscal period ending 30 Jun 2026

58event risk

Elevated

Countdown8 dayscalendar proximity
EPS estimate0.57 USDprovider consensus
Estimate growth-43.6%versus comparable year-ago actual
Historical movement4.9%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is widening and has persisted through 11 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move87.5%2023-08-18 to 2026-08-07
Earnings move226.8%trailing diluted EPS
Unresolved spread139.4 ptsWidening
Current multiple3.8xprice divided by TTM EPS
Relationship pressure92/100Extreme
Model confidence90/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Fresh improvement awaiting confirmation

Earnings improved at the latest reported update, but market price remains below its pre-update level.

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate50.0%6 beats in 12 measured quarters
Average surprise-19.8%median 1.0%
Delivery streak22 consecutive beats
Average response+1.0%12 measured reactions
Result-price confirmation33%same directional sign
Surprise variability37.9 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth46.1%year on year
Revenue growth39.2%year on year
Average surprise-22.3%latest four quarters
SUE-0.65standardised surprise
Net margin17.2%trailing basis
Cash conversion1.27xcash flow / net income
P/E2.6xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close35.31 USDcompleted week
13-week return-5.8%price momentum
Fair-value gap31.9%price versus current fair value
Relative strength-15.7exchange benchmark
Trend signalInactiveweekly architecture
Next-week statePositive58.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period13 May 202631 Mar 2026 · exact
EPS actual / estimate3.53 / 2.71USD
Surprise+30.3%Beat
EPS growth+43.5%year on year
Revenue / growth2811241000+47.5% · USD
Next close / four weeks+0.4% / -10.8%completed weekly closes
ReadContainedresult versus price sign
Reported / period17 Mar 202631 Dec 2025 · exact
EPS actual / estimate3.55 / 3.22USD
Surprise+10.1%Beat
EPS growth+49.1%year on year
Revenue / growth2787826000+33.8% · USD
Next close / four weeks+4.7% / +2.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Nov 202530 Sep 2025 · exact
EPS actual / estimate1.16 / 3.41USD
Surprise-66.0%Miss
EPS growth+24.7%year on year
Revenue / growth2627970000+38.4% · USD
Next close / four weeks+3.5% / +13.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Aug 202530 Jun 2025 · exact
EPS actual / estimate1.01 / 2.76USD
Surprise-63.4%Miss
EPS growth+27.8%year on year
Revenue / growth2468549000+37.4% · USD
Next close / four weeks+8.9% / +12.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 May 202531 Mar 2025 · exact
EPS actual / estimate2.46 / 2.42USD
Surprise+1.7%Beat
EPS growth+32.3%year on year
Revenue / growth1905814000+29.8% · USD
Next close / four weeks+9.6% / +10.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Mar 202531 Dec 2024 · exact
EPS actual / estimate2.38 / 2.37USD
Surprise+0.4%In-Line
EPS growth+48.8%year on year
Revenue / growth2084010000+38.5% · USD
Next close / four weeks-6.0% / -20.9%completed weekly closes
ReadContainedresult versus price sign
Reported / period19 Nov 202430 Sep 2024 · exact
EPS actual / estimate0.93 / 2.37USD
Surprise-60.8%Miss
EPS growth+47.6%year on year
Revenue / growth1898582000+46.7% · USD
Next close / four weeks-2.8% / +3.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Aug 202430 Jun 2024 · exact
EPS actual / estimate0.79 / 2.22USD
Surprise-64.4%Miss
EPS growth-56.1%year on year
Revenue / growth1797047000- · USD
Next close / four weeks+8.6% / +23.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period23 May 202431 Mar 2024 · exact
EPS actual / estimate1.86 / 1.71USD
Surprise+8.8%Beat
EPS growth-year on year
Revenue / growth1468293000- · USD
Next close / four weeks-5.3% / -8.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Mar 202431 Dec 2023 · exact
EPS actual / estimate1.60 / 1.40USD
Surprise+14.3%Beat
EPS growth-year on year
Revenue / growth1505218000- · USD
Next close / four weeks-5.6% / -9.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period16 Nov 202330 Sep 2023 · exact
EPS actual / estimate0.63 / 1.76USD
Surprise-64.2%Miss
EPS growth-year on year
Revenue / growth1294104000- · USD
Next close / four weeks-0.1% / -9.8%completed weekly closes
ReadContainedresult versus price sign
Reported / period17 Aug 202330 Jun 2023 · exact
EPS actual / estimate1.80 / 1.55USD
Surprise+16.1%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-3.8% / -11.2%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context