Shares of Kanzhun (NASDAQ:BZ) fell about 4.4% after the company released its fourth-quarter financial results.
The online recruitment platform reported adjusted earnings of $0.27 per ADS for the quarter, while revenue reached $297.2 million, marking a 14.0% increase from $260.8 million in the same period last year. The company said the performance was supported by continued growth in its user base and improved monetization driven by service innovation.
Kanzhun also issued first-quarter 2026 revenue guidance of between RMB2.05 billion and RMB2.085 billion.
For the full year 2025, the company reported adjusted net income of $515.1 million, representing a 32.9% increase compared with $387.5 million in 2024. Total annual revenue rose 12.4% to $1.18 billion. The number of paid enterprise customers grew 11.5% to 6.8 million, while average monthly active users increased 14.5% to 60.7 million during the year.
“Throughout 2025, the Company achieved a steady and high-quality growth,” said 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.”
The company also introduced a new capital return policy, stating it plans to allocate at least 50% of the previous year’s adjusted net income to share buybacks and dividends annually over the next three years, beginning in 2026. In addition, the board expanded its share repurchase authorization to $400 million through August 28, 2027.