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ATRenew (RERE) earnings
ATRenew earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
ATRenew earnings callsATRenew earnings calls (RERE)
Latest concall · Q2 2026 · call held call held 20 Aug 2026
ATRenew Q2 FY26 — Strong 1P Growth and Overseas Expansion
What went well
- Total net revenues exceeded guidance, increasing 32.4% year-over-year to RMB 6.61 billion.
- Non-GAAP operating profit grew 70.1% year-over-year to RMB 210 million, with margin expanding 69 bps to 3.16%.
- 1P refurbished product revenue increased 87.8% year-over-year, driving 1P-C retail revenue up 92.4%.
What to watch
- Net service revenue decreased 4.2% year-over-year due to increased merchant subsidies and service fee discounts.
- Gold service revenue declined 35% year-over-year due to volatile and lower gold prices.
Performance −20.5% 1Y
1Y: $4.69 on 29 Sept 2025 → $3.73. High $6.34 (12 Jan 2026), low $3.62 (23 Jun 2026).
Balance sheet
| Year ending | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | $1.7K | — | — | — | — | — |
| Reserves | -$797.50M | -$1.03B | -$1.31B | -$1.29B | -$1.26B | -$1.26B |
| Total liabilities | $238.33M | $169.84M | $169.21M | $250.94M | $191.27M | $282.50M |
| Fixed assets | $10.64M | $16.30M | $17.20M | $20.88M | $21.45M | $34.23M |
| Investments | $14.97M | $80.10M | $113.41M | $57.82M | $79.97M | $38.27M |
| Total assets | $799.42M | $1.18B | $732.00M | $773.68M | $697.43M | $853.12M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
6 filings between Mar 25, 2026 and Jun 18, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$19.0K
1 sale by 1 insider
Compensation
not trading decisions- 5
- Option exercise — converted options into shares
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Zhu Rui | — | $19.0K | Jun 10, 2026 |
Latest filings (6)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 18, 2026 | Wang Jingbo Director | Option exercise | 15,000 | — |
| Jun 10, 2026 | Zhu Rui Director | Option exercise | 15,000 | — |
| Jun 10, 2026 | Zhu Rui Director | Sale | 4,762 | $19.0K |
| Mar 26, 2026 | Zhu Rui Director | Option exercise | 45,000 | — |
| Mar 25, 2026 | Wang Jingbo Director | Option exercise | 53,250 | — |
| Mar 25, 2026 | Chen Kerry Xuefeng Chief Executive Officer | Option exercise | 8,423,097 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.