JD.com Q2 2026 Service Revenue Hits RMB 79.3 Billion, Accounting for 22.9% of Total

JD. com announced its second-quarter 2026 results, with service revenue reaching RMB 79.3 billion, accounting for 22.9% of total revenue. The company's total revenue for the quarter was RMB 346.4 billion, with service revenue contributing nearly 23%. For the first half of 2026, total revenue stood at RMB 662.1 billion, while service revenue grew 12.9% year-on-year. Strong growth was seen across service segments: JD Logistics revenue rose 26.5% year-on-year, JD Health service revenue increased 17.2%, and JD Industrial service revenue climbed 16.3%.

com continues to drive digital, standardized, and intelligent service upgrades, leveraging its supply chain, logistics, digital technology, and AI capabilities. By opening up its supply chain and service network, JD helps partners improve operational efficiency. The standardization of service processes, evaluation systems, and guarantee mechanisms has pushed modern services from being experience-driven to being standard-driven, data-driven, and intelligence-driven. JD's services cover an integrated system spanning industry and daily life, turning digital intelligence into physical-world service capabilities through the construction of the world's largest physical operations center.

As of the second quarter, JD. com's annual active users, quarterly active users, and PLUS members all achieved double-digit year-on-year growth. Service revenue from home scenarios grew 69.6% year-on-year. During the 618 shopping festival, JD Home Services' daily cleaning transactions surged over 200% year-on-year, while home appliance cleaning transactions jumped more than 300%. JD launched a 30-minute home repair convenience service, with on-site arrival within 30 minutes of order placement and 24/7 availability. JD Health's home testing and nurse visit services expanded coverage and testing categories, while two-wheeler doorstep services can complete tire or battery replacement within 28 minutes, now covering 400 cities nationwide.

Demographic shifts are driving growth in elder care demand. By the end of 2025, China's population aged 60 and above reached 320 million, accounting for 23% of the total population; those aged 65 and above numbered 220 million, representing 15.9% of the total. JD Home Services, relying on its self-operated model, introduced AI assistants and other intelligent training tools, requiring elder care workers to undergo systematic training covering 20 standard service procedures. JD's training base added specialized elder care courses for the first time, gradually rolling out diverse products such as bathing assistance and short-term care for the elderly. JD Home Improvement opened its first Smart Silver Age Age-Friendly Experience Store, showcasing comprehensive home modification solutions. JD Home Services now covers over 180 cities, serving tens of millions of families. National elder care service consumption subsidies went live on JD, with the first e-commerce transaction in the country landing in Beijing.

JD launched its 'Anxin Pet' service for pet dogs and cats, building a full-chain guarantee from selection to delivery. JD's pet ecosystem established an online-to-offline medical loop with China's largest chain pet hospital. JD Logistics' dedicated pet delivery service 'Jingchongda' expanded to over 40 cities nationwide. JD Travel's 'Pet Travel' became the first one-stop booking platform in China for pet airline tickets, hotels, and tickets. JD conducted the country's largest-scale blue-collar employment training, covering 183 frontline service positions and offering vocational skills and talent development programs. JD Car Maintenance has deployed over 4,000 stores nationwide, introducing a five-star service standard.

The embodied robotics industry is growing rapidly. JD has collaborated with several leading open robot rental platforms to build a full-chain robot service system. JD Logistics launched a 'robot ambulance' providing professional repair and maintenance for multiple robot types and introduced robot repair services in Europe, establishing JoyRobocare maintenance centers in the UK and Germany, covering major cities in the UK, Germany, France, the Netherlands, and other countries.