GDS Holdings Ltd director Gary J. Wojtaszek acquired 1,330 American Depositary Shares (ADSs) on October 15, 2026, upon settlement of Restricted Stock Unit (RSU) awards that were fully vested immediately upon grant. He held 90,679 ADSs directly after the transaction. Each ADS represents eight Class A ordinary shares. The transaction is identified as a grant or award acquisition.
GDS Holdings Limited received an updated Schedule 13G/A reporting that entities related to GIC Private Limited of Singapore collectively have beneficial ownership of 126,534,424 Ordinary Shares, representing 7.55% of GDS’s Ordinary Shares based on 1,675,642,815 Ordinary Shares, including shares issuable upon conversion of certain notes. GIC Private Limited has sole voting and dispositive power over 9,175,076 Ordinary Shares (including American Depositary Shares and Ordinary Shares) and shared voting and dispositive power over 117,359,348 Ordinary Shares tied largely to convertible senior notes. GIC Special Investments Private Limited and Ceningan Investment Pte. Ltd. each report shared voting and dispositive power over 100,212,248 Ordinary Shares, or 6.04% of the class, through rights to acquire shares upon conversion of GDS’s 0.25% Convertible Senior Notes due 2029 and 4.5% Convertible Senior Notes due 2030.
GDS Holdings Limited reported second quarter 2026 net revenue of RMB3,088.0 million, up 6.5% year-over-year, as more data centers ramped up. Gross profit fell 3.6% to RMB664.2 million and gross margin declined to 21.5%, mainly due to higher utility costs as a percentage of revenue.
Adjusted EBITDA rose 2.5% year-over-year to RMB1,406.0 million with a margin of 45.5%, down from 47.3% as utility costs partially offset corporate cost savings. Net income reached RMB837.6 million versus a net loss of RMB70.6 million a year earlier, largely driven by RMB959.9 million of income from equity method investees, mainly a dilution gain on the DayOne Data Centers investment.
Operationally, total area committed and pre-committed increased 18.2% year-over-year to 784,802 sqm, with area in service 92.4% committed and 79.2% utilized. Cash and cash equivalents were RMB14,927.3 million against total debt of about RMB46.1 billion. GDS raised its 2026 guidance, now expecting total revenues of RMB12,700–13,000 million and Adjusted EBITDA of RMB5,900–6,100 million, and lifted capex guidance to around RMB10,000 million to support expanded data center development, citing strong AI-driven demand.
GDS Holdings Ltd executive Zhang Kejing, EVP, sales and service, acquired 12,166 American Depositary Shares (ADS) on August 3, 2026 through settlement of fully vested Restricted Stock Unit awards after certification of performance and time conditions. Following this compensation-related acquisition, Zhang directly holds 51,758 ADS, each representing eight Class A ordinary shares.
GDS Holdings Ltd reports that Executive VP, operation, Qian Yixin acquired 12,800 American Depositary Shares on August 3, 2026 through settlement of fully vested Restricted Stock Unit awards after performance and time conditions were met. Each ADS represents eight Class A ordinary shares, bringing direct holdings to 79,665 ADS.
Liang Yan, executive vice president of data center operation and delivery at GDS Holdings Ltd, reported acquiring 11,166 American Depositary Shares (ADSs) on August 3, 2026. Footnotes state the ADSs were received upon settlement of fully vested RSU and option awards after performance and time conditions were met. Following this transaction, Yan directly holds 90,824 ADSs and 376,024 Class A ordinary shares.
GDS Holdings Ltd reports that Chief Financial Officer Daniel Antony Newman acquired 51,374 American Depositary Shares (ADS) on August 3, 2026 through settlement of fully vested Restricted Stock Unit awards after performance and time conditions were met. After this award, he directly holds 1,040,758 ADS and indirectly holds 200,000 ADS via Ofira Capital Limited, a company he beneficially owns. Each ADS represents eight Class A ordinary shares.
On August 3, 2026, GDS Holdings Ltd Chairman and CEO William Wei Huang acquired 53,334 American Depositary Shares (ADS) through settlement of fully vested RSU awards after certification of performance and time conditions. Following this award he directly holds 254,222 ADS and indirectly 318,671 ADS via Solution Leisure Investment Limited; each ADS represents eight (8) Class A ordinary shares.
GDS Holdings Limited plans to approve and release its unaudited second quarter 2026 financial results in mid-August. The board of directors will meet on August 12, 2026 in Hong Kong to approve results for the quarter ended June 30, 2026.
The company expects to announce these results after Hong Kong trading hours and before the U.S. market opens on August 13, 2026, and will host an earnings conference call at 8:00 AM U.S. Eastern Time (8:00 PM Hong Kong Time) that day, with live and archived webcasts available on its investor relations website. GDS highlights that it is controlled through a weighted voting rights structure and that each of its American depositary shares represents eight Class A ordinary shares.