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Autohome Inc. Announces Unaudited Second Quarter and Interim 2026 Financial Results

(Moderate)
(Positive)
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Autohome (NYSE: ATHM) reported unaudited results for the second quarter and six months ended June 30, 2026. Q2 net revenues were RMB1,198.0 million (US$176.6 million), down from RMB1,758.1 million a year earlier. Media services revenues were broadly flat at RMB280.4 million, while leads generation services revenues declined to RMB560.4 million and online marketplace and others revenues fell to RMB357.3 million, mainly due to reduced vehicle sales-related revenue.

Q2 operating profit was RMB130.0 million, versus RMB296.6 million in 2025. Net income attributable to Autohome was RMB247.8 million (US$36.5 million), and adjusted non-GAAP net income was RMB277.3 million (US$40.9 million), both down year over year. Basic and diluted EPS were RMB0.55, with non-GAAP basic and diluted EPS of RMB0.62 and RMB0.61, respectively.

Autohome completed a US$200 million share repurchase program by July 30, 2026, buying 10,627,269 ADSs, and launched a new US$400 million buyback plan, of which 1,895,093 ADSs (US$43.6 million) had been repurchased by August 14, 2026. The company reported cash, cash equivalents and investments of RMB19.36 billion (US$2.85 billion) and Q2 operating cash flow of RMB261.2 million.

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Positive

  • US$200 million ADS buyback completed, 10,627,269 ADSs repurchased by July 30, 2026
  • New US$400 million share repurchase program authorized, with US$43.6 million executed by August 14, 2026
  • Large liquidity position with RMB19.36 billion in cash, cash equivalents and investments as of June 30, 2026
  • Q2 cost of revenues reduced to RMB274.0 million from RMB503.4 million year over year
  • Total Q2 operating expenses decreased to RMB870.8 million from RMB1,015.7 million in 2025
  • Q2 net cash provided by operating activities of RMB261.2 million (US$38.5 million)

Negative

  • Q2 2026 net revenues declined to RMB1,198.0 million from RMB1,758.1 million in 2025
  • Q2 operating profit decreased to RMB130.0 million from RMB296.6 million year over year
  • Q2 net income attributable to Autohome fell to RMB247.8 million from RMB415.7 million
  • Q2 adjusted non-GAAP net income declined to RMB277.3 million from RMB475.7 million
  • Leads generation services revenues dropped to RMB560.4 million, mainly due to reduced dealer spending and fewer paying dealers
  • Online marketplace and others revenues fell to RMB357.3 million from RMB746.1 million, driven by lower vehicle sales business revenue

News Explained

For the six months ended June 30, 2026, Autohome reported unaudited net revenues of RMB2.246 billion and net income attributable to ordinary shareholders of RMB292.1 million, down from RMB3.212 billion and RMB739.3 million, respectively, in the comparable 2025 period. The interim results therefore add evidence of weaker first-half operating performance beyond the already reported second-quarter decline.

Market Context

Insider context recorded Net Selling during the analyzed period, while short positioning was categor...
Analysis

Insider context recorded Net Selling during the analyzed period, while short positioning was categorized as low. Those platform signals frame the results alongside capital returns, with operating trends remaining the key risk to monitor.

Key Figures

Net revenues: RMB1,198.0 million (US$176.6 million) Net income attributable: RMB247.8 million (US$36.5 million) Adjusted net income: RMB277.3 million (US$40.9 million) +5 more
8 metrics
Net revenues RMB1,198.0 million (US$176.6 million) 2Q 2026 vs. RMB1,758.1 million in 2Q 2025
Net income attributable RMB247.8 million (US$36.5 million) 2Q 2026 vs. RMB415.7 million in 2Q 2025
Adjusted net income RMB277.3 million (US$40.9 million) 2Q 2026 vs. RMB475.7 million in 2Q 2025
Operating profit RMB130.0 million (US$19.2 million) 2Q 2026 vs. RMB296.6 million in 2Q 2025
EPS RMB0.55 (US$0.08) Basic and diluted 2Q 2026 EPS vs. RMB0.85 in 2Q 2025
Completed share repurchase US$200 million; 10,627,269 ADSs Program effective March 5, 2026, completed July 30, 2026
New share repurchase authorization Up to US$400 million ADS repurchases over the next 12 months
Cash and investments RMB19.36 billion (US$2.85 billion) As of June 30, 2026

Previous Earnings Reports

5 past events · Latest: May 28 (Negative)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 28 1Q26 earnings Negative +5.6% Revenue and profit declined, but the stock posted a positive 24-hour reaction.
Nov 06 3Q25 earnings Negative +1.5% Adjusted earnings declined while revenue stayed roughly flat and operating profit improved.
Jul 31 2Q25 earnings Negative +0.3% Revenue and net income fell despite online marketplace revenue growth.
May 08 1Q25 earnings Negative -0.8% Revenue and net income declined alongside continued user and retail-network expansion.
Feb 20 4Q24 earnings Negative +0.2% Quarterly revenue and net income decreased despite marketplace and user growth.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Autohome's earnings announcements showed a predominantly divergent pattern, with positive historical reactions despite generally declining or mixed reported results.

Key Terms

non-gaap, eps, american depositary shares, share-based compensation
4 terms
non-gaap financial
"Adjusted net income attributable to Autohome (Non-GAAP)"
Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.
View in glossary
eps financial
"Basic and diluted earnings per share ("EPS") were RMB0.55"
Earnings per share (EPS) measures how much profit a company makes for each outstanding share of its stock by dividing the company’s profit after expenses by the number of shares. It matters to investors because it shows how much of the company’s “pie” each share represents—higher EPS usually signals greater profitability per share, helps compare companies of different sizes, and influences stock valuations and investor decisions.
View in glossary
american depositary shares financial
"repurchase up to US$400 million of its ADSs"
American depositary shares (ADSs) are a way for investors in the United States to buy shares of foreign companies without dealing with international markets directly. They represent ownership in a foreign company's stock and are traded on U.S. stock exchanges, making it easier for American investors to buy, sell, and own parts of companies from around the world.
share-based compensation financial
"Share-based compensation expenses included in cost of revenues"
Share-based compensation is when a company pays employees, executives or directors with its own stock or rights to buy stock instead of, or in addition to, cash. Think of it like receiving store gift cards instead of extra paycheck — it can motivate staff to boost the company’s value, but it also increases the number of shares outstanding and can shrink each existing owner’s slice of profits and voting power. Investors watch it because it affects reported earnings, share count and the alignment between management and shareholders.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BEIJING, Aug. 20, 2026 /PRNewswire/ -- Autohome Inc. (NYSE: ATHM; HKEX: 2518) ("Autohome" or the "Company"), the leading online destination for automobile consumers in China, today announced its unaudited financial results for the three months and six months ended June 30, 2026.

Second Quarter 2026 Highlights[1]

  • Net revenues in the second quarter of 2026 were RMB1,198.0 million (US$176.6 million), compared to RMB1,758.1 million in the corresponding period of 2025.

  • Net income attributable to Autohome in the second quarter of 2026 was RMB247.8 million (US$36.5 million), compared to RMB415.7 million in the corresponding period of 2025, while net income attributable to ordinary shareholders in the second quarter of 2026 was RMB247.8 million (US$36.5 million), compared to RMB398.9 million in the corresponding period of 2025.

  • Adjusted net income attributable to Autohome (Non-GAAP)[2] in the second quarter of 2026 was RMB277.3 million (US$40.9 million), compared to RMB475.7 million in the corresponding period of 2025.

  • Share repurchase: 

The US$200 million share repurchase program effective from March 5, 2026 was completed as of July 30, 2026, with a total of 10,627,269 American depositary shares ("ADSs") repurchased.

On July 28, 2026, Autohome's Board of Directors authorized a new share repurchase program under which the Company may repurchase up to US$400 million of its ADSs over the next 12 months. As of August 14, 2026, the Company had repurchased 1,895,093 ADSs for a total cost of approximately US$43.6 million.

[1] The reporting currency of the Company is Renminbi ("RMB"). For readers' convenience, certain amounts throughout the release are
presented in US dollars ("US$"). Unless otherwise noted, all conversions from RMB to US$ are translated at the noon buying rate of
US$1.00 to RMB6.7851 on June 30, 2026, in the City of New York for cable transfers of RMB as certified for customs purposes by the
Federal Reserve Bank of New York. No representation is made that the RMB amounts could have been, or could be, converted into
US$ at such rate.

[2] For more information on this and other non-GAAP financial measures, please see the section captioned "Use of Non-GAAP Financial
Measures" and the tables captioned "Unaudited Reconciliations of Non-GAAP and GAAP Results" set forth at the end of this release.

Mr. Chi Liu, Chairman of the Board of Directors and Chief Executive Officer of Autohome, stated, "During the quarter, our innovative business continued to make steady progress, driving Autohome's upgrade towards a comprehensive automotive service ecosystem. For our new retail business, with the authorized dealer model now in pilot operation and expanding to more cities, we launched the offline franchised chain brand, Autohome Good Car, further extending our offline service network. In addition, our used-car-trading global expansion is advancing steadily ---- our cross-border export platform completed its first transaction in July, providing valuable experience for further expanding our service capabilities."

"We also made major strides in AI, particularly in cutting-edge AI agent technologies. In early July, we unveiled our proprietary intelligent agent product, Cheese Car Butler, and opened it for public beta. As the first standalone agent product in the automotive industry, it represents both a pioneering exploration of intelligent applications and a key milestone in enriching our product portfolio and establishing a differentiated competitive edge."

Mr. Craig Yan Zeng, Chief Financial Officer of Autohome, added, "We made significant progress during the quarter and maintain our unwavering commitment to delivering sustainable shareholder returns. The US$200 million buyback program announced in early March 2026 was completed ahead of schedule, in less than six months. In late July, we announced a new US$400 million buyback plan, demonstrating our strong confidence in the Company's long-term value and deep commitment to shareholder interests."

Unaudited Second Quarter 2026 Financial Results 

Net Revenues

Net revenues in the second quarter of 2026 were RMB1,198.0 million (US$176.6 million), compared to RMB1,758.1 million in the corresponding period of 2025.                                          

  • Media services revenues were RMB280.4 million (US$41.3 million) in the second quarter of 2026, compared to RMB279.4 million in the corresponding period of 2025.

  • Leads generation services revenues were RMB560.4 million (US$82.6 million) in the second quarter of 2026, compared to RMB732.6 million in the corresponding period of 2025. The decline was primarily driven by reduced spending from dealers amid shrinking sales volumes, along with a decrease in the number of paying dealers.

  • Online marketplace and others revenues were RMB357.3 million (US$52.7 million) in the second quarter of 2026, compared to RMB746.1 million in the corresponding period of 2025. The decline was primarily driven by reduced revenue associated with the Company's vehicle sales business.

Cost of Revenues

Cost of revenues was RMB274.0 million (US$40.4 million) in the second quarter of 2026, compared to RMB503.4 million in the corresponding period of 2025, primarily due to a decline in revenue, which correspondingly reduced the associated costs. Share-based compensation expenses included in cost of revenues in the second quarter of 2026 were RMB3.0 million (US$0.4 million), compared to RMB3.4 million in the corresponding period of 2025.

Operating Expenses

Operating expenses were RMB870.8 million (US$128.3 million) in the second quarter of 2026, compared to RMB1,015.7 million in the corresponding period of 2025.

  • Sales and marketing expenses were RMB552.2 million (US$81.4 million) in the second quarter of 2026, compared to RMB630.0 million in the corresponding period of 2025, primarily due to a decrease in marketing and promotional expenses. Share-based compensation expenses included in sales and marketing expenses in the second quarter of 2026 were RMB7.1 million (US$1.0 million), compared to RMB13.3 million in the corresponding period of 2025.

  • General and administrative expenses were RMB95.5 million (US$14.1 million) in the second quarter of 2026, compared to RMB132.7 million in the corresponding period of 2025. Share-based compensation expenses included in general and administrative expenses in the second quarter of 2026 were RMB3.9 million (US$0.6 million), compared to RMB15.8 million in the corresponding period of 2025.

  • Product development expenses were RMB223.1 million (US$32.9 million) in the second quarter of 2026, compared to RMB253.0 million in the corresponding period of 2025. Share-based compensation expenses included in product development expenses in the second quarter of 2026 were RMB15.2 million (US$2.2 million), compared to RMB19.9 million in the corresponding period of 2025.

Operating Profit

Operating profit was RMB130.0 million (US$19.2 million) in the second quarter of 2026, compared to RMB296.6 million in the corresponding period of 2025. 

Income Tax Expense

Income tax expense was RMB33.6 million (US$4.9 million) in the second quarter of 2026, compared to RMB60.6 million in the corresponding period of 2025.

Net Income Attributable to Autohome

Net income attributable to Autohome was RMB247.8 million (US$36.5 million) in the second quarter of 2026, compared to RMB415.7 million in the corresponding period of 2025.

Net Income Attributable to Ordinary Shareholders and Earnings per Share/ADS

Net income attributable to ordinary shareholders was RMB247.8 million (US$36.5 million) in the second quarter of 2026, compared to RMB398.9 million in the corresponding period of 2025. Basic and diluted earnings per share ("EPS") were RMB0.55 (US$0.08) and RMB0.55 (US$0.08), respectively, in the second quarter of 2026, compared to basic and diluted EPS of RMB0.85 and RMB0.85, respectively, in the corresponding period of 2025. Basic and diluted earnings per ADS were RMB2.20 (US$0.32) and RMB2.19 (US$0.32), respectively, in the second quarter of 2026, compared to basic and diluted earnings per ADS of RMB3.40 and RMB3.38, respectively, in the corresponding period of 2025.

Adjusted Net Income Attributable to Autohome (Non-GAAP) and Non-GAAP EPS/ADS

Adjusted net income attributable to Autohome (Non-GAAP) was RMB277.3 million (US$40.9 million) in the second quarter of 2026, compared to RMB475.7 million in the corresponding period of 2025. Non-GAAP basic and diluted EPS were RMB0.62 (US$0.09) and RMB0.61 (US$0.09), respectively, in the second quarter of 2026, compared to non-GAAP basic and diluted EPS of RMB1.01 and RMB1.01, respectively, in the corresponding period of 2025. Non-GAAP basic and diluted earnings per ADS were RMB2.46 (US$0.36) and RMB2.46 (US$0.36), respectively, in the second quarter of 2026, compared to non-GAAP basic and diluted earnings per ADS of RMB4.06 and RMB4.04, respectively, in the corresponding period of 2025.

Balance Sheet and Cash Flow

As of June 30, 2026, the Company had cash and cash equivalents, short-term investments and other long-term investments of RMB19.36 billion (US$2.85 billion). Net cash provided by operating activities in the second quarter of 2026 was RMB261.2 million (US$38.5 million).

Employees 

The Company had 3,839 employees as of June 30, 2026, including 1,163 employees from TTP Car, Inc.

Conference Call Information

The Company will host an earnings conference call at 8:00 a.m. U.S. Eastern Time on Thursday, August 20, 2026 (8:00 p.m. Beijing Time on the same day).

Please register in advance of the conference call using the registration link provided below. Upon registering, each participant will receive a set of dial-in numbers and a personal PIN, which will be used to join the conference call.

Registration Link:
https://register-conf.media-server.com/register/BI296b7d951b7846ef99ed79972fbe1931

Please use the conference access information to join the call 10 minutes before the call is scheduled to begin.

Additionally, a live and archived webcast of the conference call will be available at https://ir.autohome.com.cn and a replay of the webcast will be available following the session.

About Autohome

Autohome Inc. (NYSE: ATHM; HKEX: 2518) is the leading online destination for automobile consumers in China. Its mission is to relentlessly reduce auto industry decision-making and transaction costs driven by advanced technology. Autohome provides occupationally generated content, professionally generated content, user-generated content, and AI-generated content, a comprehensive automobile library, and extensive automobile listing information to automobile consumers, covering the entire car purchase and ownership cycle. The ability to reach a large and engaged user base of automobile consumers has made Autohome a preferred platform for automakers and dealers to conduct their advertising campaigns. Further, the Company's dealer subscription and advertising services allow dealers to market their inventory and services through Autohome's platform, extending the reach of their physical showrooms to potentially millions of internet users in China and generating sales leads for them. The Company offers sales leads, data analysis, and marketing services to assist automakers and dealers with improving their efficiency and facilitating transactions. Further, through its websites and mobile applications, it also provides other value-added services, including auto financing, auto insurance, used car transactions, and aftermarket services. For further information, please visit https://www.autohome.com.cn/.

Safe Harbor Statement 

This press release contains statements that may constitute "forward-looking" statements pursuant to the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will", "expects", "anticipates", "future", "intends", "plans", "believes", "estimates" and similar statements. Among other things, Autohome's business outlook, Autohome's strategic and operational plans and quotations from management in this announcement contain forward-looking statements. Autohome may also make written or oral forward-looking statements in its periodic reports to the Securities and Exchange Commission ("SEC"), in announcements made on the website of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange"), in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about Autohome's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Autohome's goals and strategies; Autohome's future business development, results of operations and financial condition; the expected growth of the online automobile advertising market in China; Autohome's ability to attract and retain users and advertisers and further enhance its brand recognition; Autohome's expectations regarding demand for and market acceptance of its products and services; competition in the online automobile advertising industry; relevant government policies and regulatory environment of China; fluctuations in general economic and business conditions in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in Autohome's filings with the SEC and announcements on the website of the Hong Kong Stock Exchange. All information provided in this press release is as of the date of this press release, and Autohome does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

Use of Non-GAAP Financial Measures

To supplement net income presented in accordance with U.S. GAAP, we use Adjusted Net Income attributable to Autohome, Non-GAAP basic and diluted EPS and earnings per ADS, Adjusted net margin and Adjusted EBITDA as non-GAAP financial measures. We define Adjusted Net Income attributable to Autohome as net income attributable to Autohome excluding share-based compensation expenses, amortization of intangible assets resulting from business acquisition, share of results of equity method investments, and non-recurring employee severance costs, with all the reconciliation items adjusted for related income tax effects. We define non-GAAP basic and diluted EPS as Adjusted Net Income attributable to Autohome divided by the basic and diluted weighted average number of ordinary shares. We define non-GAAP basic and diluted earnings per ADS as Adjusted Net Income attributable to Autohome divided by the basic and diluted weighted average number of ADSs. We define Adjusted net margin as Adjusted Net Income attributable to Autohome divided by total net revenues. We define Adjusted EBITDA as net income attributable to Autohome before income tax expense, depreciation expenses of property and equipment, amortization expenses of intangible assets and share-based compensation expenses. We present these non-GAAP financial measures because they are used by our management to evaluate our operating performance, in addition to net income prepared in accordance with U.S. GAAP. We believe these non-GAAP financial measures are important to help investors understand our operating and financial performance, compare business trends among different reporting periods on a consistent basis and assess our core operating results, as they exclude certain non-cash charges or items that are non-operating in nature. The use of the above non-GAAP financial measures has certain limitations as they excluded certain items that have been and will continue to be incurred in the future, but such items should be considered in the overall evaluation of our results. These non-GAAP financial measures should be considered in addition to financial measures prepared in accordance with GAAP, but should not be considered a substitute for, or superior to, financial measures prepared in accordance with GAAP. For more information on these non-GAAP financial measures, please see the table captioned "Unaudited Reconciliation of non-GAAP and GAAP Results" set fourth at the end of this press release.

For investor and media inquiries, please contact:

Autohome Inc.
Sterling Song
Investor Relations Director
Tel: +86-10-5985-7483
E-mail: ir@autohome.com.cn 

Christensen China Limited 
Suri Cheng
Tel: +86-10-5900-1548
E-mail:  autohome@christensencomms.com

 

 

AUTOHOME INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS DATA

(Amount in thousands, except share and per share / per ADS data)  






 For three months ended June 30, 


 For six months ended June 30, 


2025


2026


2025


2026


RMB


RMB


US$


RMB


RMB


US$

Net revenues: 












Media services

279,399


280,386


41,324


521,578


443,069


65,300

Leads generation services 

732,581


560,357


82,586


1,377,724


1,063,812


156,786

Online marketplace and others

746,140


357,267


52,655


1,312,636


739,568


108,999

Total net revenues 

1,758,120


1,198,010


176,565


3,211,938


2,246,449


331,085

Cost of revenues

(503,424)


(273,997)


(40,382)


(818,944)


(531,025)


(78,263)

Gross profit 

1,254,696


924,013


136,183


2,392,994


1,715,424


252,822













Operating expenses: 












Sales and marketing expenses 

(629,982)


(552,168)


(81,379)


(1,173,621)


(1,058,517)


(156,006)

General and administrative
  expenses 

(132,665)


(95,518)


(14,078)


(263,688)


(215,377)


(31,743)

Product development expenses 

(253,017)


(223,112)


(32,883)


(527,158)


(496,972)


(73,245)

Total operating expenses

(1,015,664)


(870,798)


(128,340)


(1,964,467)


(1,770,866)


(260,994)

Other operating income, net

57,611


76,765


11,314


101,471


151,015


22,257

Operating profit

296,643


129,980


19,157


529,998


95,573


14,085

Interest and investment income,
net

165,123


132,868


19,582


342,194


275,005


40,531

Share of results of equity method
  investments

(322)


42


6


(11,958)


(55,506)


(8,181)

Income before income taxes 

461,444


262,890


38,745


860,234


315,072


46,435

Income tax expense

(60,596)


(33,567)


(4,947)


(116,925)


(58,786)


(8,664)

Net income 

400,848


229,323


33,798


743,309


256,286


37,771

Net loss attributable to
  noncontrolling interest

14,810


18,487


2,725


28,984


35,775


5,273

Net income attributable to
  Autohome

415,658


247,810


36,523


772,293


292,061


43,044

Accretion of mezzanine equity

(47,355)


(49,446)


(7,287)


(93,009)


(98,879)


(14,573)

Accretion attributable to
  noncontrolling interests

30,563


49,446


7,287


60,032


98,879


14,573

Net income attributable to
  ordinary shareholders

398,866


247,810


36,523


739,316


292,061


43,044













Earnings per share attributable
  to ordinary shareholders 












Basic 

0.85


0.55


0.08


1.57


0.64


0.09

Diluted 

0.85


0.55


0.08


1.56


0.64


0.09

Earnings per ADS attributable
  to ordinary shareholders (one
  ADS equals four ordinary
  shares)












Basic 

3.40


2.20


0.32


6.26


2.56


0.38

Diluted 

3.38


2.19


0.32


6.23


2.55


0.38













Weighted average shares used to compute
  earnings per share attributable to ordinary
  shareholders:























 Basic 

469,269,006


450,522,052


450,522,052


472,358,950


456,714,843


456,714,843

 Diluted

471,358,186


451,619,208


451,619,208


474,595,274


457,973,579


457,973,579

 

 

AUTOHOME INC.

UNAUDITED RECONCILIATIONS OF NON-GAAP AND GAAP RESULTS

(Amount in thousands, except share and per share / per ADS data)















For three months ended June 30,



For six months ended June 30,


2025


2026


2025


2026


RMB


RMB


US$


RMB


RMB


US$

Net income attributable to
  Autohome

415,658


247,810


36,523


 

772,293


292,061


43,044

Plus: income tax expense

61,936


33,903


4,997


119,605



59,459


8,763

 Plus: depreciation of property and
  equipment

25,846


31,202


4,599


 

53,216



59,002


8,696

Plus: amortization of intangible
  assets

9,595


444


65


 

19,216



888


131

EBITDA

513,035


313,359


46,184


964,330



411,410


60,634

Plus: share-based compensation
  expenses

52,311


29,104


4,289


 

97,801



65,133


9,599

Adjusted EBITDA

565,346


342,463


50,473


1,062,131



476,543


70,233














Net income attributable to Autohome

415,658


247,810


36,523


 

772,293



292,061


43,044

Plus: amortization of intangible assets
  resulting from business acquisition

9,583


432


64


 

19,166



864


127

Plus: share-based compensation
  expenses

52,311


29,104


4,289


 

97,801



65,133


9,599

Plus: share of results of equity method
  investments

322


(42)


(6)


 

11,958



55,506


8,181

Plus: Non-recurring employee severance
  costs

-


-


-


 

-



61,794


9,107

Plus: tax effects of the adjustments

(2,147)


(39)


(6)


(4,721)



(18,880)


(2,783)

Adjusted net income attributable
  to Autohome

475,727


277,265


40,864


 

896,497



456,478


67,275














Net income attributable to 
  Autohome

415,658


247,810


36,523


 

772,293



292,061


43,044

Net margin

23.6 %


20.7 %


20.7 %


24.0 %



13.0 %


13.0 %

Adjusted net income attributable
  to Autohome

475,727


277,265


40,864


896,497



456,478


67,275

Adjusted net margin

27.1 %


23.1 %


23.1 %


27.9 %



20.3 %


20.3 %














Non-GAAP earnings per share













Basic

1.01


0.62


0.09


1.90



1.00


0.15

Diluted

1.01


0.61


0.09


1.89



1.00


0.15

Non-GAAP earnings per ADS (one
ADS equals four ordinary shares)













Basic

4.06


2.46


0.36


7.59



4.00


0.59

Diluted

4.04


2.46


0.36


7.56



3.99


0.59














Weighted average shares used to
  compute non-GAAP earnings
  per share:













Basic

469,269,006


450,522,052


450,522,052


472,358,950



456,714,843


456,714,843

Diluted

471,358,186


451,619,208


451,619,208


474,595,274



457,973,579


457,973,579

 

 

AUTOHOME INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEET

(Amount in thousands, except as noted)



As of

December 31,


As of June 30,


2025


2026


RMB


RMB


US$

ASSETS






Current assets






Cash and cash equivalents

2,175,493


2,495,814


367,837

Restricted cash

74,424


76,276


11,242

Short-term investments

17,063,633


15,659,096


2,307,865

Accounts receivables, net

1,521,347


1,399,181


206,214

Amounts due from related parties, current

43,599


32,411


4,777

Prepaid expenses and other current assets

308,733


666,788


98,272

Total current assets

21,187,229


20,329,566


2,996,207

Non-current assets






Restricted cash, non-current

5,000


5,000


737

Property and equipment, net

191,063


210,542


31,030

Goodwill and intangible assets, net

3,995,489


3,990,117


588,070

Long-term equity investments

442,017


386,511


56,965

Other long-term investments

2,124,783


1,209,698


178,287

Deferred tax assets

262,622


270,872


39,922

Amounts due from related parties, non-current

9,709


9,709


1,431

Other non-current assets

90,612


154,528


22,775

Total non-current assets

7,121,295


6,236,977


919,217

Total assets

28,308,524


26,566,543


3,915,424







LIABILITIES AND EQUITY






Current liabilities






Accrued expenses and other payables

2,192,496


1,589,658


234,286

Advance from customers

98,083


107,332


15,819

Deferred revenue

170,836


698,629


102,965

Income tax payable

82,000


119,770


17,652

Amounts due to related parties

13,739


4,383


646

Dividends payable

976,382


489,821


72,191

Total current liabilities

3,533,536


3,009,593


443,559

Non-current liabilities






Other liabilities

21,544


45,710


6,738

Deferred tax liabilities

458,266


457,224


67,386

Total non-current liabilities

479,810


502,934


74,124

Total liabilities

4,013,346


3,512,527


517,683







MEZZANINE EQUITY






Convertible redeemable noncontrolling interests

2,121,191


2,220,070


327,198







EQUITY






Total Autohome shareholders' equity

23,041,328


21,836,008


3,218,229

Noncontrolling interests

(867,341)


(1,002,062)


(147,686)

Total equity

22,173,987


20,833,946


3,070,543

Total liabilities, mezzanine equity and equity

28,308,524


26,566,543


3,915,424

 

UNAUDITED RECONCILIATION BETWEEN U.S. GAAP AND IFRS Accounting Standards

The unaudited condensed consolidated statements of income for the six months ended June 30, 2026 and the unaudited condensed consolidated balance sheets as of June 30, 2026 (collectively, the "Unaudited Interim Financial Statements") of Autohome Inc., its subsidiaries, the variable interest entities, and the subsidiaries of the variable interest entities (collectively, the "Company") are prepared in accordance with the accounting principles generally accepted in the United States of America (the "U.S. GAAP"), and the differences between U.S. GAAP and IFRS Accounting Standards issued by the International Accounting Standards Board (together, the "Reconciliation Statement") have been disclosed in the Appendix — Unaudited Reconciliation Between U.S. GAAP and IFRS Accounting Standards attached herein.

PricewaterhouseCoopers, the auditor of the Company in Hong Kong, has performed a limited assurance engagement on the Reconciliation Statement in accordance with International Standards on Assurance Engagements 3000 (Revised) "Assurance Engagements Other Than Audits or Reviews of Historical Financial Information" issued by the International Auditing and Assurance Standards Board.

Appendix

The Unaudited Interim Financial Statements of the Company are prepared in accordance with U.S. GAAP, which differ in certain respects from IFRS Accounting Standards. The effects of material differences between the Unaudited Interim Financial Statements prepared under U.S. GAAP and IFRS Accounting Standards are as follows:

 

Reconciliation of unaudited condensed consolidated statements of income:




For six months ended June 30,

2025


2026

RMB


RMB

Reconciliation of net income in the consolidated statements of income

      (in thousands)

Net income as reported under U.S. GAAP


743,309


256,286

IFRS Accounting Standards adjustments:





Preferred shares (Note a) 


64,042


12,411

Leases (Note b)


1,253


(134)

Share-based compensation (Note c) 


(8,625)


11,011

Net income as reported under IFRS Accounting
Standards


799,979


279,574

 

 

Reconciliation of unaudited condensed consolidated balance sheets:






As of

December 31,


As of

June 30,

2025


2026

RMB


RMB

Reconciliation of total equity in the consolidated balance sheets

              (in thousands)

Total equity as reported under U.S. GAAP


22,173,987


20,833,946

IFRS Accounting Standards adjustments:





Preferred shares (Note a)


2,067,762


2,193,156

Leases (Note b)


(5,534)


(5,668)

Total equity as reported under IFRS Accounting Standards


24,236,215


23,021,434

 

 

Notes:


Basis of Preparation


The Directors of the Company are responsible for preparation of the Reconciliation Statement in accordance with the relevant
requirements of the Hong Kong Listing Rules. The Reconciliation Statement was prepared based on the Company's unaudited
interim condensed consolidated financial information for the six months ended June 30, 2026 prepared under U.S. GAAP, with
adjustments made (if any) thereto in arriving at the unaudited financial information of the Company prepared under IFRS
Accounting Standards. The adjustments reflect the differences between the Company's accounting policies under U.S. GAAP
and IFRS Accounting Standards. 


(a)  Preferred Shares


     Under U.S. GAAP, the preferred shares of the Company are accounted for as mezzanine equity, which is subsequently
     accreted to the amount which equals to redemption value of each series of preferred shares.


     Under IFRS Accounting Standards, the preferred shares, which are redeemable at the option of the holder, represent a
     financial liability. And the financial liability is measured at fair value and changes in the fair value are reflected in the
     consolidated statements of comprehensive income. The amount of change in the fair value of the financial liability that is
     attributable to changes in the credit risk of the liability shall be recognized in other comprehensive income/(loss); the
     remaining amount of change in the fair value of the liability shall be recognized in profit or loss.


     Accordingly, the reconciliation includes a fair value profit change of RMB64.04 million and RMB12.41 million recognized
     in the consolidated statements of comprehensive income for each of the six months ended June 30, 2025 and 2026,
     respectively. The reconciliation also includes the difference between mezzanine equity
under U.S. GAAP and financial
     liabilities under IFRS Accounting Standards of RMB2,067.76 million and RMB2,193.16 million as at December 31, 2025
    and June 30, 2026, respectively.


(b)  Leases


     For operating leases under U.S. GAAP, the subsequent measurement of the lease liability is based on the present
     value of the remaining lease payments using the discount rate determined at lease commencement, while the right-
     of-use asset is measured at the amount of the lease liability, adjusted for the remaining balance of any lease incentives
     received, cumulative prepaid or accrued rents, unamortized initial direct costs and any impairment. This treatment under
     U.S. GAAP results in straight-line expense being incurred over the lease term, as opposed to IFRS Accounting Standards
     which generally yields a "front-loaded" expense with more expense recognized in earlier years of the lease.


     Accordingly, the reconciliation includes an expenses difference recognized in the consolidated statements of
     comprehensive income of RMB1.25 million and RMB0.13 million (negative) for each of the six months ended June 30,
     2025 and 2026, respectively. The reconciliation also includes a difference in total equity of RMB5.53 million (negative)
    and RMB5.67 million (negative) as at December 31, 2025 and June 30, 2026, respectively.


(c)  Share-based Compensation


     Under U.S. GAAP, the Company has elected to recognize compensation expense using the straight-line method
     for all share-based awards granted with service conditions that have a graded vesting schedule. For awards with
     performance conditions and multiple service dates, if the performance conditions are all set at inception and
     independent for each year, each tranche is accounted for as a separate award with its own requisite service period.
     Compensation cost is recognized over the respective requisite service period separately for each separately-vesting
     tranche as though each tranche of the award is, in substance, a separate award.


     Under IFRS Accounting Standards, the accelerated method is required to recognize compensation expense for all
     employee equity awards granted with graded vesting.


     Accordingly, the reconciliation includes an expense recognition difference in the consolidated statements of
     comprehensive income of RMB8.63 million (negative) and RMB11.01 million for each of the six months ended June 30,
     2025 and 2026, respectively.

 

 

Cision View original content:https://www.prnewswire.com/news-releases/autohome-inc-announces-unaudited-second-quarter-and-interim-2026-financial-results-302856268.html

SOURCE Autohome Inc.

FAQ

How did Autohome (ATHM) perform financially in Q2 2026?

Autohome reported Q2 2026 net revenues of RMB1,198.0 million and net income attributable to Autohome of RMB247.8 million. According to Autohome, operating profit was RMB130.0 million and adjusted non-GAAP net income was RMB277.3 million, all lower than the same period in 2025.

What were Autohome (ATHM) segment revenues for Q2 2026?

In Q2 2026, Autohome generated RMB280.4 million from media services, RMB560.4 million from leads generation services, and RMB357.3 million from online marketplace and others. According to Autohome, declines mainly reflected reduced dealer spending and lower vehicle sales-related revenue.

What is Autohome (ATHM) reporting for Q2 2026 EPS and non-GAAP EPS?

For Q2 2026, Autohome reported basic and diluted EPS of RMB0.55. According to Autohome, non-GAAP basic and diluted EPS were RMB0.62 and RMB0.61, respectively, with non-GAAP basic and diluted earnings per ADS of RMB2.46 each.

How large are Autohome’s 2026 share repurchase programs and how much is completed?

Autohome completed a US$200 million buyback by July 30, 2026, repurchasing 10,627,269 ADSs. According to Autohome, a new US$400 million program began July 28, 2026, with 1,895,093 ADSs repurchased for about US$43.6 million by August 14, 2026.

What is Autohome’s (ATHM) cash and investment position as of June 30, 2026?

As of June 30, 2026, Autohome held RMB19.36 billion (US$2.85 billion) in cash, cash equivalents, short-term investments and other long-term investments. According to Autohome, Q2 2026 net cash provided by operating activities was RMB261.2 million, supporting liquidity and capital return programs.

How did Autohome’s operating expenses change in Q2 2026 versus 2025?

Total Q2 2026 operating expenses decreased to RMB870.8 million from RMB1,015.7 million in 2025. According to Autohome, sales and marketing, general and administrative, and product development expenses all declined, partly reflecting lower marketing and promotional spending and reduced share-based compensation.

What guidance or commentary did Autohome (ATHM) provide on business initiatives in 2026?

Autohome highlighted progress in new retail, used-car trading expansion, and AI agent technologies. According to Autohome, it piloted an authorized dealer model, launched the Autohome Good Car offline franchised brand, advanced cross-border used-car exports, and released its intelligent agent product Cheese Car Butler into public beta.