Inferra AI / Company / BZ

Kanzhun Ltd

BZ · Information Technology

Last earnings Sep 30, 2026

Key results

Revenuequarter

14.1%

Wenbei Wang, Deputy Chief Financial Officer of the Company, added, The Company continued to deliver high-quality growth in the second quarter, with revenue up 14.1% year-on-year, accelerating from the first quarter, alongside a year-on- ye r i prove nt n m rgi ns.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Operating marginquarter

5.0 percent

By harnessing AI across our operations to enhance operating and management efficiency, combined with strong operating leverage, in the second quarter, our income from operations grew 32.6% year-on-year, and our operating margin expanded by 5.0 percentage points , further validating the efficiency of our bus iness model and the s trength of our management execution.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Our revenues increased by 11.0% from RMB4,025.7 million for the six months ended June 30, 2025 to RMB4,467.4 million for the six months ended June 30, 2026.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

In particular, revenues from online recruitment services to enterprise customers increased by 11.6% from RMB3,979.0 million for the six months ended June 30, to RMB4,441.8 million for the six months ended June Revenues from other services, which mainly comprise paid value-added services offered to job seekers, decreased from RMB46.7 million for the six months ended June 30, 2025 to RMB25.6 million for the six months ended June 30, 2026.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Cost of Revenues Our c ost of re ve nue s de re se d by 1.2% from RMB618.3 m on for t he si x m ont hs e nde June o RMB610.6 m on for the six months ended June 30, 2026, which was primarily attributable to a decrease in employee-related expenses, partially offset by an increase in server and bandwidth cost.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

AI analysis

Q2 2025 · reported Sep 30, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Operating margin · Q2 2025

5.0 percent

EX-99 · Sep 30, 2026

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
Revenue	14.1%	—	—
Operating margin	5.0 percent	—	—

EX-99 · Sep 30, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin5.0 percent

Capital allocation

DividendUS$230M

The Company has declared an annual dividend of approximately US$230 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Kanzhun Ltd Q2 2025 — Wenbei Wang, Deputy Chief Financial Officer of the Company, added, The Company continued to deliver high-quality growth in the second quarter, with revenue up 14.1% year-on-year, accelerating from the…

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The Company has declared an annual dividend of approximately US$230 million.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Together with over US$300 million of share buybacks completed year-to-date, total shareholder returns through dividends and share buybacks this year have already exceeded 100% of the prior year adjusted net income.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

We remain firmly committed to shareholder returns, with healthy cash flow and ample cash reserves supporting our share buyback and dividend arrangements.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

share buybacks completed either directly or through the trust under our share incentive plan.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Recent Developments Declaration of Annual Cash Dividend Under t he Company s a nnua l divi dend pol cy, the Boa rd has a pprove dana nnua l c ash di vi dend the Di vide nd of US$0.255 per ordinary share, or US$0.510 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on September Beijing Time and New York Time, respectively, payable in U.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

The ex-dividend date for holders of ordinary shares in Hong Kong will be September 25, 2026 and the ex-dividend date for holders of ADSs will be September 28, The aggregate amount of the Dividend to be paid will be approximately US$230 million, which will be funded by surplus cash on the Company s balance sheet.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Strategy & priorities

We have not only reinforced our market leadership but also validated the success of our strategy to penetrate diverse use r se gm ent s, as evi de nc d by t he growi ng proporti on of bl ue -col r worke rs, use rs from owe r-trcs, a nd sm o-m di um enterprise clients, underscoring our sustained growth potential.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

At the same time, we streamlined the user journey and enhanced the overall service experience while maintaining a focus on recruitment safety.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

We also strengthened our relationships with large state-owned enterprises and strategic customers by providing tailored recruitment solutions.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

The Company remained firmly committed to investing in the development of its AI foundation models, while actively advancing the adoption and application of AI across its technology, products, monetization and operations.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

These initiatives have received positive user feedback, and our initial commercialization efforts poin to substantial market potential.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Risks & headwinds

MATERIAL LITIGATION The Company was not involved in any material litigation or arbitration during the Reporting Period.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

The Directors are also not aware of any material litigation or claims that are pending or threatened against the Group during the Reporting Period.

SEC original ↗Kanzhun Ltd — Earnings release (6-K exhibit)EX-99Sep 30, 2026

Documents

Earnings deck slides

1 deck with slide view

Kanzhun Ltd — Presentation / slide deck (8-K exhibit)
23 slidesFiled Aug 25, 2026Original deck ↗

Kanzhun Ltd — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors