Pulling SEC filings + quote and writing the call…

Kanzhun Ltd
Next earnings Aug 18, 2026 (before open) · consensus $2.17 EPS, $2.48B rev
China's BOSS Zhipin: 17% revenue growth, 30% margins, surging profit and a debt-free, cash-rich balance sheet at 32.6x earnings.
Revenue $1.18B · FY2025
Quality fundamentals and an attractive price line up (~20% below fair value) — the rarer case where both the business and the entry look good.
Kanzhun (BOSS Zhipin) is China's leading mobile-first online recruitment platform, and FY2025 marks a decisive inflection to high-margin profitability. Revenue grew 17.3% to $1.18B, the continuation of a steady ramp from $668M (2021) and $838M (2023). More striking is the operating leverage: operating income jumped 119.3% to $352M for a 29.8% operating margin, and net income surged to $391M (net margin 33.1%) with diluted EPS up 75.0% to $0.42. The business converts profit to cash exceptionally well -- operating cash flow of $651M (+34.1%) on just $17.0M of capex (-85.5%) -- the hallmark of an asset-light, scalable software platform.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $668M | $654M | $838M | $1.01B | $1.18B |
| Gross profit | — | — | — | — | — |
| Operating income | -$163M | -$18.8M | $81.8M | $161M | $352M |
| Net income | -$168M | $15.5M | — | — | $391M |
| Diluted EPS | — | $0.02 | $0.17 | $0.24 | $0.42 |
| Net margin | -25.1% | 2.4% | — | — | 33.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001842827, latest 6-K filed 2026-06-26) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:33 PM.
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Last 90 days: 0 open-market buys · 3 sales
| 2026-06-16 | Liu Hongyu Director | Exercise | 4.21K | |
| 2026-06-16 | Sun Yonggang Director | Exercise | 4.21K | |
| 2026-06-16 | Sun Yonggang Director | Sell | 548.00 @ $6.81 | $3.73K |
| 2026-06-16 | Chen Xu President | Exercise | 370.00 | |
| 2026-06-16 | Chen Xu President | Sell | 84.00 @ $6.83 | $573.30 |
| 2026-06-16 | Wang Wenbei Deputy Chief Financial Officer | Exercise | 25.0K | |
| 2026-06-16 | WANG Xiehua Director | Exercise | 150K | |
| 2026-06-16 | WANG Xiehua Director | Sell | 71.3K @ $6.82 | $486K |
| 2026-06-12 | Zhao Peng Jonathan Chief Executive Officer | Disposed (J) | 3.18M | |
| 2026-06-12 | Zhao Peng Jonathan Chief Executive Officer | Acquired (J) | 3.18M | |
| 2026-03-30 | Zhang Kylen Tao Chief Technology Officer | Exercise | 24.0K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1044 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.