Kanzhun Limited reported a robust fourth‑quarter 2025 performance, with revenue reaching RMB2.08 billion (US$297 million), up 14.0% from the same period in 2024. Operating income surged 80.2% to RMB686 million (US$98 million), while adjusted net income climbed 25.4% to RMB906 million (US$129 million). Basic and diluted earnings per share were RMB1.49 and RMB1.45, respectively, compared with RMB1.03 and RMB1.00 in Q4 2024.
The revenue lift was driven by continued penetration in the blue‑collar and small‑to‑medium‑enterprise (SME) segments, where the platform’s AI‑driven matching engine and cost‑efficiency initiatives have increased user acquisition and monetization. The AI system optimizes job‑candidate matching, reducing time‑to‑hire and allowing the company to charge higher placement fees without compromising volume.
Margin expansion is evident in the operating income jump, which outpaced revenue growth. Cost controls—particularly in marketing and technology spend—combined with a higher mix of higher‑margin enterprise placements have lifted operating income by 80.2% year‑over‑year. The company’s focus on AI and automation has also lowered per‑user acquisition costs, further supporting profitability.
On a full‑year basis, Kanzhun generated RMB8.27 billion (US$1.18 billion) in revenue, a 12.4% increase from 2024. Adjusted net income reached RMB3.60 billion (US$515 million), up 32.9% from RMB2.71 billion in 2024. Basic and diluted EPS for the year were RMB6.07 and RMB5.90, versus RMB3.59 and RMB3.49 in 2024, reflecting sustained top‑line and bottom‑line growth.
Management guided first‑quarter 2026 revenue to RMB2.05 billion–RMB2.085 billion, a 6.6%–8.4% year‑on‑year increase, signaling confidence in continued demand. The company reiterated its dividend policy, pledging to return at least 50% of adjusted net income to shareholders through dividends and share repurchases over the next three years, underscoring a commitment to shareholder value.
"In the fourth quarter and full year of 2025, we delivered strong sets of financials, with quality growth for both top‑line and profitability," said Ms. Wenbei Wang, Deputy Chief Financial Officer. "Driven by continued user penetration and enhanced monetization capabilities through service innovation, the Company's annual revenue grew by 12.4% year over year, further solidifying our industry‑"
"Throughout 2025, the Company achieved a steady and high‑quality growth," added Jonathan Peng Zhao, Founder, Chairman and Chief Executive Officer. "The recruitment market showed signs of a structural recovery over the year; while further penetrating the blue‑collar sector, the development of emerging technologies such as AI drove growth and recovery in recruitment demand within white‑collar technical industries."
Kanzhun’s performance reaffirms its position as China’s largest online recruitment platform, with a growing user base and a scalable AI‑powered business model that continues to attract enterprise customers and expand into lower‑tier cities. The company’s focus on AI innovation and cost efficiency positions it well to sustain high‑quality growth in a competitive market.
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