XNYS · Consumer Discretionary · Internet Retail
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.
Alibaba posted a solid revenue beat at **$39.6B** (+15% YoY), but the **$1.26 EPS miss** shows profitability remains pressured even after a 10.3% margin. As China internet retail leader, this was a mixed quarter: growth is intact, but earnings quality was weak.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-20 | Q1 2027 | 1.85 | 1.26 | -31.89% | $39.64B | ❌ Miss | +0.46% | -10.89% | — |
| 2026-05-13 | Q4 2026 | 1.12 | 0.09 | -91.96% | $35.28B | ❌ Miss | +0.83% | -7.78% | -22.63% |
| 2026-03-19 |
| Q3 2026 |
| 1.73 |
| 1.01 |
| -41.62% |
| $40.73B |
| ❌ Miss |
| +0.19% |
| +0.41% |
| +12.90% |
| 2025-11-25 | Q2 2026 | 0.49 | 0.61 | +24.49% | $34.81B | ✅ Beat | — | — | — |
| 2025-08-29 | Q1 2026 | 1.95 | 2.06 | -3.29% | $34.57B | ✅ Beat | +0.03% | +0.43% | +33.26% |
| 2025-05-15 | Q4 2025 | 1.48 | 1.73 | +16.89% | $32.58B | ✅ Beat | — | — | — |
| 2025-02-20 | Q3 2025 | 2.66 | 2.93 | +10.15% | $38.38B | ✅ Beat | — | — | — |
| 2024-11-15 | Q2 2025 | 2.26 | 2.15 | -4.87% | $33.70B | ❌ Miss | — | — | — |
Showing last 8 quarters.