Overview

* Autohome Q2 2025 revenue falls 6.1% yr/yr

* Adjusted net income for Q2 2025 declines

* Co repurchased 5.35 mln ADSs for US$142.4 mln

Outlook

* Autohome ( ATHM ) plans to expand AI applications across products and services

* Company aims to deepen O2O automotive ecosystem deployment

* Autohome ( ATHM ) focuses on electrification, intelligence, globalization trends

* Company committed to capturing emerging growth opportunities in 2025

Result Drivers

* AI INNOVATION - Autohome ( ATHM ) accelerated AI-driven product innovation to empower user decision-making and improve cost efficiency, per CEO Song Yang

* NEW RETAIL BUSINESS - Robust performance in new retail business drove a 20.5% yr/yr increase in online marketplace and others revenues, per CFO Craig Yan Zeng

* ADVERTISING SPENDING - Media services revenues fell due to reduced advertising spending by internal combustion engine automakers

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 RMB 1.76

Revenue bln

Q2 RMB

Adjusted 475.70

Net mln

Income

Q2 Net RMB

Income 415.70

mln

Q2 RMB 1.02

Operatin bln

g

Expenses

Q2 RMB

Operatin 296.60

g Profit mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the online services peer group is "buy."

* Wall Street's median 12-month price target for Autohome Inc ( ATHM ) is $29.00, about 6.8% above its July 30 closing price of $27.02

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)