The massive EPS miss signals a sharp deterioration in profitability, likely from lower transaction volumes or margin compression in the housing market. Monitor the Q1 2026 earnings call for guidance and commentary on market conditions; the stock is likely to trade down significantly.
Price Chart
Executive Summary
BEKE reported Q4 2025 EPS of $0.15, an 83.6% miss vs the $0.91 consensus, with revenue of $18.55B in line with estimates. The massive EPS miss, driven by a sharp sequential decline from $0.16 in Q3 2025, signals significant earnings deterioration in the core housing transaction business.
Key Financial Metrics
Key Facts
- EPS of $0.15 missed consensus of $0.91 by 83.6%
- Revenue of $18.55B in line with consensus
- EPS declined sequentially from $0.16 in Q3 2025 and $0.10 in Q2 2025
- Q4 2025 period ended December 31, 2025
Financial Impact
EPS miss of 83.6% vs consensus, representing a $0.76 per share shortfall
Risk Factors
- Further earnings deterioration if housing market weakness persists
- Potential for negative guidance revision on the upcoming Q1 2026 call
- Regulatory or macroeconomic headwinds in China's real estate sector
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3295917 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 6-K | $16.70 $16.57 | ▼ −0.78% | ▼ −0.88% | $16.43 (−1.62%) |
Sep 8, 2026 24d ago | 6-K | $16.87 $15.97 | ▼ −5.33% | ▼ −4.68% | $16.43 (−2.61%) |
Sep 3, 2026 29d ago | 6-K | $17.91 $16.93 | ▼ −5.47% | ▼ −4.32% | $16.43 (−8.26%) |
Aug 31, 2026 4w ago | 6-K | $17.19 $17.27 | ▲ +0.47% | ▲ +0.61% | $16.43 (−4.42%) |
Aug 21, 2026 6w ago | Press Release | $17.75 $18.32 | ▲ +3.21% | ▲ +2.74% | $16.43 (−7.44%) |
Aug 17, 2026 6w ago | 6-K | $16.87 $18.01 | ▲ +6.76% | ▲ +6.96% | $16.43 (−2.61%) |
Aug 11, 2026 7w ago | Press Release | $16.96 $16.87 | ▼ −0.53% | ▼ −0.13% | $16.43 (−3.12%) |
Aug 10, 2026 7w ago | 6-K | $17.65 $16.85 | ▼ −4.53% | ▼ −4.49% | $16.43 (−6.91%) |
Aug 3, 2026 8w ago | 6-K | $17.29 $17.65 | ▲ +2.08% | ▲ +0.05% | $16.43 (−4.97%) |
Jul 27, 2026 9w ago | 6-K | $16.39 $16.95 | ▲ +3.42% | ▲ +2.34% | $16.43 (+0.24%) |
US Market Status
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