The combination of accelerating revenue growth, expanding margins, and a clear capital return policy makes BZ a compelling candidate for long-term investors. Traders should monitor execution on AI product monetization and whether the guidance for Q1 2026 (6.6%-8.4% revenue growth) represents a slowdown trend.
Price Chart
Executive Summary
Kanzhun Limited (BZ) reported strong Q4 and full-year 2025 earnings with revenue up 14.0% YoY in Q4 and 12.4% for the full year, while profitability surged significantly—full-year net income grew 71.7% and adjusted net income rose 32.9%. The company also announced a new capital return policy targeting at least 50% of prior-year adjusted net income for dividends and buybacks annually, along with a $400 million share repurchase program extension.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $297.2 million, up 14.0% YoY
- Full-year 2025 revenue: $1.182 billion, up 12.4% YoY
- Full-year net income: $384.7 million, up 71.7% YoY
- Full-year adjusted net income: $515.1 million, up 32.9% YoY
- Operating margin expanded significantly, with income from operations up 110.1% YoY
- Company plans to return at least 50% of prior-year adjusted net income via dividends and buybacks starting in 2026
- $400 million share repurchase program approved through August 2027
Financial Impact
Revenue growth of 12.4% and net income growth of 71.7% in 2025, with operating cash flow increasing 28.5% to $651 million. The company holds $2.85 billion in cash and equivalents.
Risk Factors
- Q1 2026 revenue guidance implies deceleration to 6.6%-8.4% YoY growth
- Increased tax expenses due to Pillar Two and withholding taxes could pressure future margins
- Reliance on Chinese macroeconomic recovery in recruitment demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3258057 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | — | awaiting T+60 | — | — |
Oct 23, 2026 4d ago | 6-K | $16.66 | awaiting T+60 | — | $16.65 (−0.06%) |
Oct 21, 2026 6d ago | Institutional Cluster | $16.41 | awaiting T+60 | — | $16.65 (+1.46%) |
Oct 7, 2026 20d ago | 6-K | $15.18 | awaiting T+60 | — | $16.65 (+9.68%) |
Oct 2, 2026 25d ago | 6-K | $14.83 | awaiting T+60 | — | $16.65 (+12.27%) |
Sep 22, 2026 5w ago | Press Release | $14.28 | awaiting T+60 | — | $16.65 (+16.56%) |
Sep 21, 2026 5w ago | Press Release | $14.82 | awaiting T+60 | — | $16.65 (+12.35%) |
Sep 18, 2026 5w ago | Insider Cluster | $14.44 | awaiting T+60 | — | $16.65 (−15.30%) |
Sep 18, 2026 5w ago | Insider Cluster | $13.92 | awaiting T+60 | — | $16.65 (−19.63%) |
Sep 14, 2026 6w ago | Insider Cluster | $14.49 | awaiting T+60 | — | $16.65 (+14.89%) |
US Market Status
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