Kanzhun Limited remains a buy as Q1 underlying signals improved despite headline revenue distortion from a later Chinese New Year. Large enterprise recovery, blue-collar revenue exceeding 40% of total, and measurable AI monetization reinforce BZ's growth thesis. Margins remain robust: 85% gross, ~42% EBITDA, ~30% EBIT, with a net cash balance and attractive ~11x forward P/E valuation.
Kanzhun Limited (BZ) Q1 2026 Earnings Call Transcript
KANZHUN LIMITED Sponsored ADR (BZ) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.24 per share a year ago.
I maintain a 'Buy' rating for Kanzhun, following my assessment of its quarterly performance and future cash distributions. The company achieved a 37% YoY operating profit increase for 4Q2025, thanks to its expansion in the lower-tier city and small enterprise segments. Management's new shareholder return target commits to distributing at least 50% of forward earnings, which implies a potential 4.7% yield.
Kanzhun Limited (BZ) Q4 2025 Earnings Call Transcript
Kanzhun Ltd. remains a buy as AI-driven products boost recruiter ROI, jobseeker engagement, and support margin expansion. AI integration has lifted recruiter conversion rates by 7%, and new tools like Dianzhang Zhipin drive efficiency, especially in blue-collar hiring. Gross margin expanded to 85.8%, and EBIT margin nearly doubled, reflecting strong operating leverage and disciplined cost management.
Kanzhun remains a 'Buy' following a strong Q3 2025 performance and favorable Q4 guidance. BZ's Q3 net profit grew 34% YoY and beat consensus by 6.6%, driven by improved revenue, higher margins, and efficient marketing spend. Its 4Q 2025 turnover is anticipated to expand at a similar rate (13%) as that of the preceding quarter, considering app data, management's disclosures, and the addressable market's size.
Kanzhun Limited ( BZ ) Q3 2025 Earnings Call November 18, 2025 7:00 AM EST Company Participants Wenbei Wang - Head of Investor Relations & Capital Markets Peng Zhao - Founder, Chairman & CEO Yu Zhang - CFO & Executive Director Conference Call Participants Eddy Wang - Morgan Stanley, Research Division Wei Xiong - UBS Investment Bank, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Kanzhun Limited Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] Today's conference is being recorded.
KANZHUN LIMITED Sponsored ADR (BZ) came out with quarterly earnings of $0.3 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.23 per share a year ago.
Ethic Inc. increased its position in shares of KANZHUN LIMITED Sponsored ADR (NASDAQ: BZ) by 106.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,907 shares of the company's stock after acquiring an additional 11,306 shares during the period. Ethic Inc.'s holdings
Here is how KANZHUN LIMITED Sponsored ADR (BZ) and Corning (GLW) have performed compared to their sector so far this year.
Kanzhun (BZ) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).