GDS
GDS Holdings·NASDAQ
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GDS fundamentals
GDS Holdings (GDS) released its earnings on Mar 17, 2026: revenue was 421.40M (YoY +14.35%), missed estimates; EPS was -0.0143 (YoY -103.72%), beat estimates.
Revenue / YoY
421.40M
+14.35%
EPS / YoY
-0.0143
-103.72%
Report date
Mar 17, 2026
GDS Earnings Call Summary for Q4,2025
- Revenue Growth: 11% YoY in 2025, with 2026 targeting 8.5-12.8% growth.
- AI-Driven Expansion: 500+ MW 2026 bookings (60-70% AI), 200 MW already secured.
- Financial Strength: $2.8B cash, net debt/EBITDA 5.8x (down from 6.8x).
- New Market Leadership: 3-gigawatt pipeline in Inner Mongolia, Ningxia, Guangdong.
- MSR Outlook: 3-4% YoY decline until 2028, offset by volume growth.
- Long-Term Potential: China AI adoption could follow U.S. trajectory, with 3x price growth possible.
EPS
Actual | -0.0127 | -0.0141 | -0.0264 | -0.2599 | -0.032 | -0.034 | -0.0357 | -0.0378 | -0.0615 | -0.0403 | -0.0337 | -0.1536 | -0.3843 | -0.1765 | -0.3286 | -0.3042 | -0.2658 | -0.1761 | -0.0199 | 0.3849 | 0.0592 | -0.0084 | 0.4494 | -0.0143 | ||||||||||||||
Forecast | -0.0297 | -0.0238 | -0.0447 | -0.048 | -0.0344 | -0.0508 | -0.0597 | -0.038 | -0.0515 | -0.0549 | -0.0462 | -0.6275 | -0.3967 | -0.3033 | -0.3512 | -0.3508 | -0.3025 | -0.225 | -0.1974 | -0.3158 | -0.1047 | -0.0651 | -0.0515 | -0.03 | ||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +57.24% | +40.76% | +40.94% | -441.46% | +6.98% | +33.07% | +40.20% | +0.53% | -19.42% | +26.59% | +27.06% | +75.52% | +3.13% | +41.81% | +6.44% | +13.28% | +12.13% | +21.73% | +89.92% | +221.88% | +156.54% | +87.10% | +972.62% | +52.33% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 174.88M | 189.74M | 223.88M | 249.49M | 260.25M | 288.47M | 319.68M | 344.25M | 353.68M | 344.78M | 332.72M | 348.37M | 350.67M | 340.79M | 344.93M | 360.08M | 363.73M | 388.80M | 422.50M | 368.51M | 375.14M | 404.74M | 405.44M | 421.40M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 174.44M | 188.96M | 218.19M | 251.13M | 262.19M | 289.45M | 319.06M | 338.63M | 351.28M | 340.69M | 330.47M | 343.93M | 359.93M | 340.78M | 343.43M | 364.32M | 368.73M | 384.91M | 425.72M | 426.21M | 376.82M | 395.98M | 406.06M | 422.16M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.25% | +0.41% | +2.61% | -0.65% | -0.74% | -0.34% | +0.19% | +1.66% | +0.68% | +1.20% | +0.68% | +1.29% | -2.57% | +0.00% | +0.44% | -1.16% | -1.36% | +1.01% | -0.76% | -13.54% | -0.44% | +2.21% | -0.15% | -0.18% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for GDS Holdings year over year?What were the key takeaways from GDS Holdings's earnings call?What is the market's earnings forecast for GDS Holdings next quarter?What is GDS Holdings's gross profit margin?What is GDS Holdings's latest dividend and current dividend yield?What does GDS Holdings do and what are its main business segments?What factors drove the changes in GDS Holdings's revenue and profit?What guidance did GDS Holdings's management provide for the next earnings period?
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