NASDAQ$QFIN

Qifu Technology Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Qifu Technology reported solid earnings growth for Q4 2024, with higher revenue and profitability.

Qifu Technology delivered strong financial performance in Q4 2024, achieving $614.1 million in revenue and $262.0 million in net income. The company saw a notable increase in non-GAAP net income, reflecting operational efficiencies and strong credit demand. Qifu's platform services contributed significantly to revenue growth, and its capital-light model continued to gain traction.

  • Total revenue reached $614.1 million, slightly lower than the prior quarter but stable year-over-year.
  • Net income increased to $262.0 million, reflecting higher profitability and cost efficiency.
  • Non-GAAP net income rose to $270.2 million, with a strong 44.0% margin.
  • Platform services revenue surged to $218.2 million, driven by higher loan facilitation volume.

Headline financials

Total Revenue

$614M

Previous: $622M-1.3%
EPS (adj)

$1.87

Previous: $1.01+85.1%
Operating Margin

42.2%

No prior period
Non-GAAP Operating Margin

43.5%

No prior period
Net Income Margin

42.7%

No prior period
Non-GAAP Net Income Margin

44.0%

No prior period
Net Income

$262M

Previous: $154M+70.4%
Operating Income

$259M

Previous: $2.06B-87.5%

Revenue & EPS history

Qfin Holdings · Revenue · Quarterly

$614M

Q4 2024-1.3%vs Q4 2023
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Revenue by segment

Qfin Holdings · $3.91B total across 2 segments · Q1 2026

  • Credit Driven Services
    $2.96B
  • Platform Services
    $952M

Forward guidance

Qifu Technology expects steady revenue growth in Q1 2025, driven by improved loan demand and efficiency gains.

Tailwinds

  • Projected net income between $239.7 million and $253.4 million for Q1 2025.
  • Non-GAAP net income expected to range from $246.5 million to $260.3 million.
  • Continued expansion of platform services driving revenue diversification.
  • Higher efficiency in loan facilitation expected to support margin growth.
  • Increased AI adoption in credit-tech operations to enhance risk management.

Headwinds

  • Persistent macroeconomic uncertainties could impact credit demand.
  • Regulatory changes in China's financial sector may introduce compliance challenges.
  • Potential pressure on loan origination growth due to market conditions.
  • Rising competition from other fintech and traditional lending platforms.
  • Operational costs may increase as Qifu expands its platform services.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.6%

Avg return

30 days after

47%

15 / 32 earnings

Positive

+24.9%

Q1 2026

Best reaction

-27.1%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+24.9%+34.4%
Q4 2025-6.2%+0.7%+15.6%
Q3 2025-14.2%-19.0%-15.3%
Q2 2025-4.0%-10.9%-14.8%
Q1 2025-1.0%-3.3%-2.0%
Q4 2024+9.1%+3.9%-15.4%
Q3 2024+9.2%+7.0%+17.5%
Q2 2024+14.5%+16.0%+18.8%
Q1 2024-3.7%-6.2%-7.1%
Q4 2023+20.8%+20.5%+31.6%
Q3 2023+2.7%+0.6%-9.7%
Q2 2023-1.9%-1.0%-4.8%
Q1 2023-13.2%-15.1%-6.9%
Q4 2022-10.8%-11.9%-3.3%
Q3 2022+12.5%-4.0%+23.8%
Q2 2022-0.9%-4.7%-6.0%
Q1 2022-1.9%+5.3%+21.8%
Q4 2021-27.1%-33.9%-21.1%
Q3 2021+7.5%-0.1%-21.6%
Q2 2021+10.3%+21.6%+17.8%
Q1 2021-2.3%+17.5%+46.5%
Q4 2020+0.8%-2.0%-23.0%
Q3 2020+1.8%+11.7%-7.1%
Q2 2020-3.8%-16.1%-20.4%
Q1 2020+1.9%-5.1%+14.2%
Q4 2019+0.4%+9.5%+19.1%
Q3 2019+21.2%+20.9%+20.0%
Q2 2019-5.6%-10.9%-7.8%
Q1 2019+7.9%-0.1%-14.9%
Q4 2017-3.5%-4.6%-21.6%
Q4 2016-3.5%-4.6%-21.6%
Q4 2018-0.5%+1.5%+46.0%
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro