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RLX Technology Earnings Calls
| Release date | May 20, 2026 |
| EPS estimate | $0.0310 |
| EPS actual | $0.0300 |
| EPS Surprise | -3.26% |
| Revenue estimate | 166.989M |
| Revenue actual | 229.833M |
| Revenue Surprise | 37.63% |
| Release date | Mar 13, 2026 |
| EPS estimate | $0.0332 |
| EPS actual | $0.0300 |
| EPS Surprise | -9.69% |
| Revenue estimate | 154.343M |
| Revenue actual | 163.166M |
| Revenue Surprise | 5.72% |
| Release date | Nov 14, 2025 |
| EPS estimate | $0.0327 |
| EPS actual | $0.0200 |
| EPS Surprise | -38.89% |
| Revenue estimate | 152.062M |
| Revenue actual | 145.205M |
| Revenue Surprise | -4.51% |
| Release date | Aug 22, 2025 |
| EPS estimate | $0.0266 |
| EPS actual | $0.0200 |
| EPS Surprise | -24.73% |
| Revenue estimate | 101.174M |
| Revenue actual | 110.74M |
| Revenue Surprise | 9.45% |
Last 4 Quarters for RLX Technology
Below you can see how RLX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 22, 2025 |
| Price on release | $2.40 |
| EPS estimate | $0.0266 |
| EPS actual | $0.0200 |
| EPS surprise | -24.73% |
| Date | Price |
|---|---|
| Aug 18, 2025 | $2.23 |
| Aug 19, 2025 | $2.24 |
| Aug 20, 2025 | $2.24 |
| Aug 21, 2025 | $2.24 |
| Aug 22, 2025 | $2.40 |
| Aug 25, 2025 | $2.40 |
| Aug 26, 2025 | $2.40 |
| Aug 27, 2025 | $2.40 |
| Aug 28, 2025 | $2.47 |
| 4 days before | 7.62% |
| 4 days after | 2.92% |
| On release day | 0% |
| Change in period | 10.76% |
| Release date | Nov 14, 2025 |
| Price on release | $2.57 |
| EPS estimate | $0.0327 |
| EPS actual | $0.0200 |
| EPS surprise | -38.89% |
| Date | Price |
|---|---|
| Nov 10, 2025 | $2.31 |
| Nov 11, 2025 | $2.32 |
| Nov 12, 2025 | $2.37 |
| Nov 13, 2025 | $2.33 |
| Nov 14, 2025 | $2.57 |
| Nov 17, 2025 | $2.52 |
| Nov 18, 2025 | $2.47 |
| Nov 19, 2025 | $2.50 |
| Nov 20, 2025 | $2.48 |
| 4 days before | 11.26% |
| 4 days after | -3.50% |
| On release day | -1.95% |
| Change in period | 7.36% |
| Release date | Mar 13, 2026 |
| Price on release | $2.25 |
| EPS estimate | $0.0332 |
| EPS actual | $0.0300 |
| EPS surprise | -9.69% |
| Date | Price |
|---|---|
| Mar 09, 2026 | $2.24 |
| Mar 10, 2026 | $2.26 |
| Mar 11, 2026 | $2.25 |
| Mar 12, 2026 | $2.27 |
| Mar 13, 2026 | $2.25 |
| Mar 16, 2026 | $2.28 |
| Mar 17, 2026 | $2.36 |
| Mar 18, 2026 | $2.30 |
| Mar 19, 2026 | $2.20 |
| 4 days before | 0.446% |
| 4 days after | -2.22% |
| On release day | 1.33% |
| Change in period | -1.79% |
| Release date | May 20, 2026 |
| Price on release | $2.10 |
| EPS estimate | $0.0310 |
| EPS actual | $0.0300 |
| EPS surprise | -3.26% |
| Date | Price |
|---|---|
| May 14, 2026 | $2.11 |
| May 15, 2026 | $2.16 |
| May 18, 2026 | $2.17 |
| May 19, 2026 | $2.10 |
| May 20, 2026 | $2.10 |
| May 21, 2026 | $2.15 |
| May 22, 2026 | $2.07 |
| May 26, 2026 | $2.03 |
| May 27, 2026 | $1.98 |
| 4 days before | -0.474% |
| 4 days after | -5.71% |
| On release day | 2.38% |
| Change in period | -6.16% |
RLX Technology Earnings Call Transcript Summary of Q1 2026
RLX reported a strong start to 2026 with net revenues of RMB 1.59 billion (up 96.2% YoY, 38.9% QoQ), driven primarily by international expansion (now >70% of revenue) and accretion from a European investment. Gross margin improved to 31.8% and non-GAAP operating margin widened to 19.6%, reflecting product mix and supply-chain efficiency; non-GAAP net income was RMB 357.3 million. Management emphasized a disciplined, long-term Europe strategy (selective M&A + organic growth), continued focus on Asia market leadership, and that new UK generational cigarette restrictions create a regulatory tailwind for regulated harm-reduction products. Their Nexus integrated R&D/manufacturing/commercial hub is now fully operational, intended to boost quality, speed and IP protection. The company maintains a strong balance sheet (RMB 14.53 billion in financial assets) after paying dividends and says the short-term impact from China export tax rebate changes was a timing-driven volume pull-forward with limited long-term margin impact. Management reiterated prioritization of e-vapor growth and selective investment in new categories (oral pouch scaling, HNB not prioritized now).
