PDD Holdings Inc. Sponsored ADR (PDD) Beats Q3 Earnings Estimates

Core Insights - PDD Holdings Inc. reported quarterly earnings of $2.96 per share, exceeding the Zacks Consensus Estimate of $2.21 per share, and showing an increase from $2.65 per share a year ago, resulting in an earnings surprise of +33.94% [1] - The company posted revenues of $15.21 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.01%, but up from $14.16 billion year-over-year [2] - PDD Holdings' stock has increased approximately 33% since the beginning of the year, outperforming the S&P 500's gain of 13.4% [3] Earnings Outlook - The future performance of PDD Holdings' stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $2.72, with expected revenues of $17.53 billion, and for the current fiscal year, the EPS estimate is $9.62 on revenues of $60.3 billion [7] Industry Context - The Internet - Commerce industry, to which PDD Holdings belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, indicating potential challenges ahead [8] - Chewy, another company in the same industry, is expected to report quarterly earnings of $0.31 per share, reflecting a year-over-year increase of +55%, with revenues projected at $3.09 billion, up 7.5% from the previous year [9]