KE Holdings Inc. · BEKE · Next earnings

KE Holdings Inc. reports Tuesday, Nov 10, 2026

BEKE reports before market open with consensus EPS at $0.25 and revenue at $3.10B. Last quarter: KE Holdings: GTV Growth Returns as Margins Reach a Three-Year High

Reports Before market open5 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.25 Calendar consensus
Consensus revenue $3.10B Calendar consensus
Report date Nov 10, 2026 Tuesday, date estimated
Session Before market open 5 days away

Where BEKE left off: FY2026 Q2

Full report

KE Holdings: GTV Growth Returns as Margins Reach a Three-Year High

EPS surprise +35.5% Reported $0.42 vs $0.31
Revenue surprise +0.7% Reported $3.61B vs $3.59B
Stock move +4.5% Event window
Subsequent drift -8.3% Up to 20 sessions

Guidance sentiment was maintained. The supplied analysis does not identify a new quantitative guidance change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued weakness and price adjustments in the Chinese property market.
  • Developer credit risk in the new-home business.
  • Execution risk as AI changes agent roles and operating workflows.
  • Revenue pressure in home renovation and furnishing.
  • Macroeconomic uncertainty affecting housing demand.

Questions analysts left open

  • Whether margin expansion and cost discipline are durable as the property market remains volatile.
  • How quickly the renovation and furnishing business can recover from revenue pressure.
  • Execution of AI-led changes to agent roles and the client-manager platform.
  • Credit exposure in the new-home channel and continued weakness in new-home demand.

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Recent BEKE quarters

All BEKE earnings
+4.5%FY2026 Q2+5.2%FY2026 Q1+1.0%FY2025 Q4-1.3%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.