According to finance.biggo.com, JD Logistics reported strong financial performance for the first half of 2026, highlighting significant growth in integrated supply chain revenue and expanded overseas logistics capabilities.
Financial Performance and Revenue Breakdown
JD Logistics, Inc. (02618.HK) released its interim results for the first half of 2026 on August 13, indicating robust growth across key financial metrics.
Total revenue for the period reached 124.7 billion yuan, equivalent to approximately $18.5 billion. This figure represents a year-on-year increase of 26.5%. The company’s adjusted operating profit surged by 39.9%, totaling 3.6 billion yuan, or about $534.9 million. The growth rate of the adjusted operating profit significantly outpaced the revenue growth rate, indicating that cost reduction measures, efficiency gains, and business mix optimization are yielding substantial results.
The integrated supply chain segment, which serves as the core foundation of the company’s operations, generated 59.4 billion yuan in revenue, up 18.5% year-on-year. The company serves nearly 80,000 external integrated supply chain customers. The average revenue per customer reached 254,000 yuan, indicating a shift from volume-driven expansion to deep engagement with high-value clients.
Overseas Expansion and Cross-Border Logistics
JD Logistics’ overseas operations emerged as a primary growth engine, characterized by the rapid scaling of warehouse infrastructure and express delivery networks.
The company currently operates more than 200 overseas warehouses, bonded warehouses, and direct-mail warehouses across 26 countries and regions worldwide. The total overseas warehouse management area has exceeded 2 million square meters. JoyExpress, the company’s proprietary express delivery brand, has densified its network in multiple European countries, including the United Kingdom, Germany, the Netherlands, and France.
In the United States, the company expanded its roster of consumer electronics clients by offering integrated warehousing and omnichannel fulfillment services. In Europe, service coverage was broadened to include multiple leading home appliance and drone brands. Additionally, the company partnered with a top consumer electronics client in the Middle East to jointly build a high-standard smart warehouse, exporting its automation capabilities to the region.
Technology Adoption and Automation
JD Logistics is accelerating the deployment of artificial intelligence and automation technologies across its warehousing, sorting, and delivery operations.
The company deployed the fully upgraded Super Brain LLM 2.0 at scale during the JD 618 shopping festival. The system is capable of calculating the fastest routes for hundreds of millions of parcels within three minutes. An AI-powered map-based inventory diagnostic assistant enables differentiated smart replenishment across tens of millions of SKUs, driving merchant inventory turnover efficiency improvements of 30% to 40%.
In warehousing, the self-developed “ZhiLang” goods-to-person solution has entered a phase of large-scale replication. It has been deployed in more than 60 warehouses globally, with new installations in the United Kingdom and Germany. In sorting, the “YiLang” embodied intelligent robotic arm has been upgraded from a single-arm to a dual-arm configuration. Driven by the Super Brain LLM, the system fuses visual, force, and tactile sensor data to complete a full cycle of recognition, suction, grasping, and palletizing in just 10 seconds.
On the delivery side, over 1,000 autonomous vehicles are now in regular operation across more than 20 provinces in China. Shenzhen launched the first nighttime autonomous vehicle delivery routes to enable 24-hour uninterrupted operations. In drone delivery, the company operates over 100 domestic routes. In June, the company launched China’s largest drone-to-village delivery network in Zizhong County, Sichuan Province, covering 78 administrative villages with delivery times as fast as 7 minutes.
Service Innovations and Industry Penetration
JD Logistics introduced multiple new service offerings and deepened its penetration in specific industries during the first half of the year.
Revenue from other customers, including express delivery, freight, and on-demand delivery, reached 65.3 billion yuan, up 34.8% year-on-year. JD Airlines now operates 13 all-cargo aircraft, with next-day delivery capabilities for air freight continuing to improve. Express delivery services have achieved full coverage of all county-level regions in China, reaching essentially every administrative village, with nearly 100,000 service stations established across rural townships and villages nationwide.
The company introduced the “JingChongDa” pet delivery service in June, featuring proprietary dedicated delivery, pre-screening quarantine, and full-chain traceability. The service has expanded to more than 40 core cities across China with a 100% positive review rate. The express delivery division also rolled out integrated pickup-and-delivery services and two new time-definite products, including cross-city express delivery that is as fast as 4 hours.
Source: finance.biggo.com
Compiled from international media by the SCI.AI editorial team.
