US Equity · NYSE · Earnings Dossier

ZKH earnings intelligence

ZKH Group Limited

Consumer Cyclical · Internet Retail · USD reporting basis

Current earnings profile Delivery under pressure

Estimate misses and negative next-close reactions have appeared together often enough to warrant caution.

Evidence94/100 · Deep

Next scheduled catalyst

Friday 21 August 2026

Before the open · Fiscal period ending 30 Jun 2026

74event risk

High

Countdown9 dayscalendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement9.1%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

A full 156-week price window is needed.

Beat rate28.6%2 beats in 7 measured quarters
Average surprise-418.6%median -112.5%
Delivery streak22 consecutive misses
Average response-6.4%10 measured reactions
Result-price confirmation43%same directional sign
Surprise variability661.1 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 growth-year on year
Revenue growth3.3%year on year
Average surprise-67.2%latest four quarters
SUE-0.58standardised surprise
Net margin-0.9%trailing basis
Cash conversion0.54xcash flow / net income
P/E-current snapshot
Data completeness79%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close2.85 USDcompleted week
13-week return-5.0%price momentum
Fair-value gap-48.0%price versus current fair value
Relative strength-17.0exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateNegative43.3%

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.

10 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period21 May 202631 Mar 2026 · exact
EPS actual / estimate-0.01 / -USD
Surprise-Unavailable
EPS growth+97.1%year on year
Revenue / growth2113819000+9.2% · USD
Next close / four weeks-10.7% / -3.8%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period19 Mar 202631 Dec 2025 · exact
EPS actual / estimate0.00 / 0.00USD
Surprise-Unavailable
EPS growth+142.0%year on year
Revenue / growth2521942815+6.4% · USD
Next close / four weeks-13.4% / -8.3%completed weekly closes
ReadUnavailableresult versus price sign
Reported / period20 Nov 202530 Sep 2025 · exact
EPS actual / estimate-0.09 / 0.19USD
Surprise-147.4%Miss
EPS growth+77.5%year on year
Revenue / growth2328354000+2.1% · USD
Next close / four weeks+1.7% / +7.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 Aug 202530 Jun 2025 · exact
EPS actual / estimate-0.23 / -0.20USD
Surprise-15.0%Miss
EPS growth-9.5%year on year
Revenue / growth2166774000-3.7% · USD
Next close / four weeks-5.6% / -2.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 May 202531 Mar 2025 · exact
EPS actual / estimate-0.31 / -0.33USD
Surprise+6.1%Beat
EPS growth-14.8%year on year
Revenue / growth1935372000+4.0% · USD
Next close / four weeks-4.7% / +4.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period18 Mar 202531 Dec 2024 · exact
EPS actual / estimate-0.01 / 0.08USD
Surprise-112.5%Miss
EPS growth+80.5%year on year
Revenue / growth2370223000+27.4% · USD
Next close / four weeks-11.7% / -19.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period22 Nov 202430 Sep 2024 · exact
EPS actual / estimate-0.40 / -0.02USD
Surprise-1900.0%Miss
EPS growth-year on year
Revenue / growth2280690000+0.7% · USD
Next close / four weeks-13.2% / -11.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period22 Aug 202430 Jun 2024 · exact
EPS actual / estimate-0.21 / 0.03USD
Surprise-800.0%Miss
EPS growth-year on year
Revenue / growth2249996000- · USD
Next close / four weeks+8.4% / -13.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 May 202431 Mar 2024 · exact
EPS actual / estimate-0.27 / -0.44USD
Surprise+38.6%Beat
EPS growth-year on year
Revenue / growth1860409000- · USD
Next close / four weeks-18.3% / -64.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period19 Mar 202431 Dec 2023 · exact
EPS actual / estimate-0.05 / -USD
Surprise-Unavailable
EPS growth-year on year
Revenue / growth1860409000- · USD
Next close / four weeks+3.7% / -20.5%completed weekly closes
ReadUnavailableresult 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