Kanzhun Limited reported second quarter 2026 revenue of $353.5 million, a 14.1% year-on-year increase that slightly trailed consensus estimates. However, the company delivered a significant bottom-line beat with adjusted diluted EPS of $0.33, outperforming expectations by roughly 6%. Operational efficiency remained a core theme, with income from operations rising 32.6% and operating margins expanding by 5.0 percentage points as Kanzhun leveraged its AI capabilities and realized strong operating leverage despite marketing costs for the 2026 FIFA World Cup.

Key Highlights

  • Average Monthly Active Users (MAU) hit a record high of 70.2 million for the quarter, up 10.4% from the prior year.
  • Total paid enterprise customers for the twelve months ended June 30, 2026, increased 10.8% to 7.2 million.
  • Declared an annual cash dividend of $0.510 per ADS ($230 million total) alongside over $300 million in year-to-date share buybacks.
  • GAAP net income surged 173.1% to RMB 1,942.3 million, primarily inflated by a non-cash investment gain of RMB 1,466.1 million from an investee's IPO.