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Jun 30, 2025
Noah Q2 2025 Earnings Report
Noah reported strong growth in profitability and overseas contributions in Q2 2025.
Key Takeaways
Noah Holdings posted a significant jump in net income and operating profit, driven by increased distribution of investment products and a growing share of overseas revenues.
Net income rose to $24.9M, up 79% YoY.
Adjusted EPS reached $0.38.
Overseas revenue accounted for nearly half of total net revenues.
Operating margin expanded to 25.6%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management remains focused on expanding overseas business while staying cautious of macroeconomic headwinds.
Positive Outlook
- Steady recovery in profitability and revenue.
- Strong distribution of private secondary products.
- Overseas revenue now near 50% of total.
- Effective cost management drove margin expansion.
- Growth in active client base and overseas relationship managers.
Challenges Ahead
- Macroeconomic environment remains uncertain.
- Decrease in domestic insurance distribution.
- Drop in investment income due to fair value changes.
- Lower cash balance compared to previous quarters.
- Reduced revenue from domestic asset management YoY.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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