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Noah Holdings (NOAH)
NYSE:NOAH
Earnings Data
Report Date
Sep 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.51Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 28, 2025
|% Change Since: 3.20%
|Next Earnings Date:Sep 01, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed performance with significant growth in non-GAAP net income and overseas business, but challenges in total net revenue and domestic market performance. The company shows commitment to shareholder returns and strategic expansions, despite facing competitive and market challenges.Company Guidance
During Noah's 2025 First Quarter Earnings Call, the company provided guidance on various metrics and strategic directions. Non-GAAP net income for Q1 was RMB 169 million, marking a 4.7% increase year-over-year and a 27.4% rise sequentially, attributed to an 18.8% reduction in operating costs. Despite a challenging global economy, revenue from renminbi-denominated private secondary products surged 2.6x from the previous year, contributing a 9.4% increase in revenue. Overseas investment products also saw a 20.3% revenue growth, while overseas insurance products experienced a 22.8% decline. Overall, total net revenue fell by 5.4% year-over-year. The company's overseas operations showed a stable net revenue of RMB 304 million, with an increase in overseas AUM by 14.2% to USD 5.9 billion. Noah's strategic initiatives include growing its overseas teams, expanding market presence in regions such as Singapore and Southeast Asia, and enhancing client services with a broader product range. The company plans to focus on insurance sales via commission-only agents and investing in AI technologies to bolster online services. Additionally, Noah announced a share buyback program and plans to distribute RMB 550 million in dividends, representing 100% of its non-GAAP net income for 2024.Increase in Non-GAAP Net Income
Non-GAAP net income in the first quarter was RMB 169 million, up 4.7% from the same period last year and 27.4% sequentially, due to a drop in operating costs and expenses by 18.8%.
Overseas Expansion and Growth
Revenue contribution from overseas private investment products grew 20.3%, and overseas AUM reached USD 5.9 billion, up 14.2%. The number of overseas relationship managers increased by 44% from last year.
Significant Transaction Value in Domestic Secondary Products
Transaction value of renminbi-denominated private secondary products was RMB 3.3 billion, up 2.6x from last year.
Strong Operating Profit Growth
Operating profit surged by 53.1% year-over-year and 35.2% sequentially to RMB 186 million in the first quarter, with the operating profit margin increasing to 30.3%.
Commitment to Shareholder Returns
The company implemented a USD 50 million share buyback program and plans to distribute annual and special dividends totaling RMB 550 million.
NOAH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NOAH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2025 | $9.99 | $10.77 | +7.81% |
Mar 25, 2025 | $11.28 | $10.50 | -6.91% |
Nov 26, 2024 | $11.71 | $12.81 | +9.39% |
Aug 28, 2024 | $7.33 | $8.41 | +14.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Noah Holdings (NOAH) report earnings?
Noah Holdings (NOAH) is schdueled to report earning on Sep 01, 2025, TBA Not Confirmed.
What is Noah Holdings (NOAH) earnings time?
Noah Holdings (NOAH) earnings time is at Sep 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NOAH EPS forecast?
Currently, no data Available