Kanzhun delivered solid Q1 results with revenue and earnings in line or above consensus, supported by strong growth in paid enterprise users and blue-collar segments. Despite strong fundamentals and AI-driven innovation, macroeconomic headwinds in China—property weakness, declining consumption, and layoffs—pose significant risks to future growth. We maintain a HOLD rating, as risk-reward is balanced: leadership in online recruitment is offset by uncertain macro conditions and potential demand weakness.
I reiterate my buy rating on Kanzhun, as 1Q25 results show strong revenue growth, profitability rebound, and early AI monetization signals. Platform engagement remains robust, with rising hiring activity and user growth, even as the company reduced marketing spend, highlighting strong network effects. Expansion into blue-collar and lower-tier city markets is accelerating, unlocking new growth avenues and validating BZ's strategic direction.
KANZHUN LIMITED Sponsored ADR (BZ) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.16 per share a year ago.
![]() 8JN 4 Dec 2023 | Other | €0.16 Per Share |
26 Aug 2025 (75 Days) Date | | - Cons. EPS | - EPS |
22 May 2025 Date | | - Cons. EPS | - EPS |
19 May 2025 Date | | - Cons. EPS | - EPS |
10 Mar 2025 Date | | - Cons. EPS | - EPS |
12 Nov 2024 Date | | - Cons. EPS | - EPS |
![]() 8JN 4 Dec 2023 | Other | €0.16 Per Share |
26 Aug 2025 (75 Days) Date | | - Cons. EPS | - EPS |
22 May 2025 Date | | - Cons. EPS | - EPS |
19 May 2025 Date | | - Cons. EPS | - EPS |
10 Mar 2025 Date | | - Cons. EPS | - EPS |
12 Nov 2024 Date | | - Cons. EPS | - EPS |
Staffing & Employment Services Industry | Industrials Sector | Mr. Peng Zhao CEO | XMUN Exchange | US48553T1060 ISIN |
CN Country | 5,688 Employees | - Last Dividend | - Last Split | - IPO Date |
Kanzhun Limited is a prominent entity in the Chinese online recruitment services industry, with its operations rooted deeply since its establishment in 2013. Centered in Beijing, the heart of the People's Republic of China, the company has carved a niche for itself by leveraging technology to bridge the gap between job seekers and employers. Through its innovative approach, Kanzhun Limited, along with its subsidiaries, has revolutionized the traditional recruitment processes, favoring a more direct and efficient interaction facilitated via its mobile application, BOSS Zhipin. The company’s mission extends beyond mere job matchmaking, as it aims to streamline the complex recruitment landscape for its enterprise customers, simplifying their recruitment journey from start to finish. Kanzhun Limited also diversifies its portfolio by providing management consultancy and technical services, indicating its ambition to be a versatile player in the corporate services market.
Kanzhun Limited stands out in the online recruitment sector through its mobile app, BOSS Zhipin. This platform distinguishes itself by allowing direct interaction between job seekers and potential employers, making the recruitment process more personalized and efficient. The service caters specifically to the dynamics of the Chinese job market, facilitating a seamless flow of communication and engagement between parties.
Beyond connecting employers with potential employees, Kanzhun Limited extends its expertise to offering management consultancy services. This facet of the company highlights its commitment to addressing the broader challenges faced by enterprises in navigating the business landscape. Through these services, Kanzhun aims to equip organizations with strategic insights and solutions that foster growth and operational excellence.
The technical services offered by Kanzhun Limited underscore the company’s technological prowess and understanding of the digital needs of modern businesses. This service line is designed to support enterprises in optimizing their technological infrastructure and digital capabilities, thereby enhancing their operational efficiency and competitive edge in today’s fast-paced market.