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Mar 31, 2025
Qudian Q1 2025 Earnings Report
Qudian posted a return to profitability in Q1 2025, driven by strong investment and derivative income despite a sharp decline in revenue.
Key Takeaways
Qudian reported a net income of $20.7M in Q1 2025, reversing a loss from the same quarter last year. The company's revenue fell sharply due to competition in its last-mile delivery segment, but gains from investments and derivatives offset the decline.
Revenue dropped 53.8% YoY to $3.6M due to declining performance in the last-mile delivery segment.
Net income reached $20.7M, reversing a $73.6M loss in Q1 2024.
Derivative instruments and investment income contributed significantly to profitability.
The company is considering winding down its last-mile delivery business due to competitive pressure.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Qudian is evaluating the future of its last-mile delivery operations while focusing on cash preservation and exploring new opportunities.
Positive Outlook
- Strong net income driven by investment and derivative gains
- Substantial operating and investing cash flow
- Reduced general and administrative expenses
- Continued execution of share repurchase program
- Improved balance sheet stability with high cash reserves
Challenges Ahead
- Significant decline in core revenue
- Last-mile delivery segment under heavy competitive pressure
- Operating loss persisted despite profitability at the net level
- Foreign exchange losses impacted results
- Ongoing uncertainty in business model transition
Historical Earnings Impact
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Avg. Return Before/After Earnings
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