Enterprise Software
JD.com
A major Chinese e-commerce company with an integrated logistics arm, JD Logistics, deploying AI and robotics across its supply chain to drive dramatic operating income growth even as marketing and R&D spending rises sharply. JD.com reported Q1 2026 consolidated net revenue of RMB 316 billion (up 5% year-over-year), with JD Logistics revenue of RMB 60.58 billion (up 29%) and non-GAAP operating income surging 600% year-over-year; the company's new LangzuTech Packer robotic arm supports its push to integrate AI across the entire value chain.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 81% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — JD.com, Inc. FY2025 Annual Report (Form 20-F), filed with the SEC95% source confidence
- GuruFocus / JD Logistics Q1 2026 earnings coverage — JD Logistics operating income surges 600% YoY on AI and robotics as JD.com revenue grows 5%76% source confidence
- Yahoo Finance (JD.com Q1 2026 earnings call highlights) — JD.com integrates AI across full value chain from demand sourcing to autonomous logistics72% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What JD.com depends on below, and who depends on JD.com above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.