BYD Company Limited: EPS $0.16 vs $0.20 expected; revenue $33.3B vs $34.9B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.16 | 0.20 | −20.0% | — |
| Revenue (USD bn) | 33.28 | 34.85 | −4.5% | — |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 0.1600 | 0.2000 | −20.0% | 33.28 | 34.85 | −4.5% |
| Aug 28, 2026 | Q2 FY2026 | 0.1300 | 0.1100 | +18.2% | 28.96 | 25.81 | +12.2% |
| Apr 28, 2026 | Q1 FY2026 | 0.0600 | 0.0600 | — | 21.98 | 21.09 | +4.3% |
| Mar 27, 2026 | Q4 FY2025 | 0.1490 | 0.1700 | −12.4% | 34.39 | 35.53 | −3.2% |
| Dec 31, 2025 | Q4 FY2025 | 0.1401 | 0.1977 | −29.1% | 33.51 | 35.51 | −5.6% |
| Aug 27, 2025 | Q2 FY2025 | 0.0503 | 0.1577 | −68.1% | — | — | — |
| Apr 25, 2025 | Q1 FY2025 | 0.1400 | 0.1170 | +19.7% | 23.34 | 24.83 | −6.0% |
| Oct 30, 2024 | Q3 FY2024 | 0.1900 | 0.1866 | +1.8% | 28.27 | 28.29 | −0.1% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
BYD Company Limited results: EPS $0.16 vs $0.20 expected; revenue $33.3B vs $34.9B. The results cover the company's Q3 FY2026. EPS came in below analysts' estimate by 20.0%; revenue below the estimate by 4.5%. Figures are in USD as carried for this US-traded line; the company reports in CNY.
On its record, EPS topped analysts' estimates in 3 of 6 earlier comparable reports.
What the results mean
BYD Company Limited combines new energy vehicle manufacturing with batteries and electronics. Interpreting its results requires understanding the contribution of these distinct activities: the automotive business encompasses vehicles, components and related services, while the electronics business includes handset components and assembly services.
The company's activities span passenger and commercial vehicles, rail transit, rechargeable batteries and photovoltaics. This breadth makes product demand, sales mix and manufacturing costs important to understanding profitability, but the available material does not establish how each activity contributed to the results.
What to watch on the earnings call: Investors should follow management's discussion of demand for vehicles, handset components and assembly services, and how product mix and manufacturing costs affect margins. The contributions of batteries, photovoltaics and after-sales services also merit attention to clarify sources of profitability and spending allocation across activities.
For the full analysis of BYD Company Limited stock — valuation, scores and financial statements — see the stock page linked with this story.