ATRenew (ADR)
Sources, inspects, trades and resells pre-owned consumer products through online and physical channels.
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Profile
Sources pre-owned phones and consumer electronics, then inspects, trades and resells them through several named marketplaces and channels. Online and physical intake, including trade-in partnerships, support its collection and fulfillment infrastructure.
Sources pre-owned phones and consumer electronics through AHS Recycle, then inspects, trades and resells products through PJT Marketplace, Paipai Marketplace and AHS Device. Online and physical intake, including trade-in partnerships, feed the platform's collection and fulfillment infrastructure.
Operations are concentrated in China, with AHS Device Hong Kong supporting overseas expansion. The company operates through Chinese subsidiaries beneath a Cayman Islands holding company, so ADS holders do not directly own the operating subsidiaries. The model depends on device sourcing and its processing and fulfillment network, while China rules affect dividends, offshore investment and currency conversion.
Company facts
Categories
Key statistics
Year to date −25.6% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 19, 2026 | CICC | Initiate | Outperform | |
| Jul 21, 2026 | UBS | Initiate | Buy | $5.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026Q2 FY26 | $0.09 | $0.10 | +11.1% | $930.3M | $972.8M | +4.6% | −11.11% |
| May 19, 2026Q1 FY26 | $0.07 | $0.08 | +14.3% | $856.0M | $892.8M | +4.3% | +3.19% |
| Mar 11, 2026Q4 FY25 | $0.07 | $0.08 | +14.3% | $875.0M | $894.1M | +2.2% | +0.36% |
| Nov 20, 2025 | $0.06 | $0.07 | +16.7% | $718.3M | $724.5M | +0.9% | +0.74% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $691.1M | $742.7M | $766.2M | $930.6M | $916.6M | $980.6M | |
| Gross profit | $150.1M | $153.8M | $157.0M | $181.8M | $199.9M | $206.1M | |
| Operating income | $10.8M | $13.6M | $18.0M | $25.5M | $27.6M | $24.8M | |
| Net income | $6.4M | $10.8M | $13.5M | $19.4M | $20.1M | $19.2M | |
| Diluted EPS | $0.02 | $0.03 | $0.06 | $0.05 | $0.06 | $0.05 | |
| Gross margin | 21.7% | 20.7% | 20.5% | 19.5% | 21.8% | 21.0% | |
| Operating margin | 1.6% | 1.8% | 2.3% | 2.7% | 3.0% | 2.5% |
Fiscal years (4-quarter sums)FY21 $1.16B · FY22 $1.47B · FY23 $1.93B · FY24 $2.43B · FY25 $3.13B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $264.8M · Total debt $79.6M · Total assets $938.3M · Shareholders' equity $605.2M
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Apr 6, 2026 | Apr 6 | Apr 24 | $0.10 |
Ownership
Shares outstanding 362.65M · Float 131.46M · 36.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Tiger Global Management LLC | 9.83M | 2.71% | 13F | May 15, 2026 |
| Kerry Xuefeng Chen · director, officer: Chief Executive Officer | 9.13M | 2.52% | Form 4 | Mar 26, 2026 |
| Acadian Asset Management LLC | 5.31M | 1.46% | 13F | May 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 4.18M | 1.15% | 13F | May 15, 2026 |
| Wellington Management Group LLP | 3.60M | 0.99% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Rui Zhu | director | −4,762 | $4.00 |
Peers
- Alibaba Group (ADR)
Xianyu overlaps in C2C second-hand goods and consumer-device resale
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ATRenew (ADR) | $4.02 | −0.25% | $1.47B | 18.9 | 8.5 | 0.4 | +39.8% |
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| Median | 27.1 | 18.1 | 1.8 | +14.8% |