NASDAQ$SY

So-Young International Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

So-Young swings to loss as branded-center expansion weighs on margins

So-Young International reported Q3 2025 total revenue of RMB386.7 million (US$54.3 million), up 4.0% from RMB371.8 million a year ago. Aesthetic treatment services revenue surged to RMB183.6 million from RMB45.4 million, exceeding guidance, but the company posted a net loss attributable to shareholders of RMB64.3 million versus net income of RMB20.3 million in Q3 2024. Non-GAAP net loss was RMB61.6 million. Verified treatment visits at branded aesthetic centers exceeded 89,800 in the quarter.

  • Total revenue rose 4.0% to RMB386.7M; aesthetic treatment services revenue jumped to RMB183.6M, above guidance.
  • Net loss attributable to So-Young was RMB64.3M (US$9.0M) versus net income of RMB20.3M in Q3 2024.
  • Non-GAAP net loss was RMB61.6M compared with non-GAAP net income of RMB22.2M a year earlier.
  • Verified treatment visits at branded centers exceeded 89,800 in the quarter.
  • Q4 2025 aesthetic treatment services revenue is guided to RMB216.0M–RMB226.0M, up 166–178% year over year.

Headline financials

Total Revenue

¥387M

Previous: ¥53M+629.8%
EPS (adj)

-¥0.64

Previous: ¥0.03-2233.3%
Verified treatment visits at branded centers

89.8K

No prior period
Net Income

-¥64.3M

No prior period

Revenue & EPS history

So-Young · Revenue · Quarterly

¥387M

Q3 2025+629.8%vs Q3 2024
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Revenue by segment

So-Young · ¥433M total across 4 segments · Q1 2026

  • Aesthetic treatment services
    ¥282M
  • Information and reservation services
    ¥80.3M
  • Sales of medical products and maintenance services
    ¥57.1M
  • Other services
    ¥12.9M

Forward guidance

For Q4 2025, So-Young expects aesthetic treatment services revenue of RMB216.0M–RMB226.0M (US$30.3M–US$31.7M), representing 165.8%–178.1% growth versus Q4 2024.

Tailwinds

  • Branded-center rollout driving triple-digit aesthetic services revenue growth outlook

Headwinds

  • Near-term profitability remains pressured as expansion investments continue

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 Q3 2025

Historical avgQ3 2025

-2.1%

Avg return

Earnings day

-3.5%

Avg return

5 days after

-4.5%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+23.6%

Q4 2022

Best reaction

-27.7%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+9.6%-11.0%-6.5%
Q3 2025-8.4%-17.2%-23.2%
Q2 2025-22.7%-16.1%-22.1%
Q1 2025+1.4%+7.3%+18.4%
Q4 2024-9.6%-5.3%-13.7%
Q3 2024+1.0%-2.4%-13.5%
Q2 2024-4.6%+0.6%-16.6%
Q1 2024-1.9%+1.9%+0.0%
Q4 2023+0.0%+1.0%+11.5%
Q3 2023+6.0%+0.9%+6.8%
Q2 2023+10.7%+9.9%-6.6%
Q1 2023-9.3%-10.9%-20.2%
Q4 2022+23.6%+31.5%+64.5%
Q3 2022+6.5%+6.6%+80.3%
Q2 2022-6.2%-13.7%-2.2%
Q1 2022-13.0%+2.6%-20.6%
Q4 2021-5.9%-5.0%-33.9%
Q3 2021+7.1%-4.4%-26.4%
Q2 2021-9.2%-10.6%-16.2%
Q1 2021-4.3%+0.7%+2.3%
Q4 2020-16.5%-19.9%-24.0%
Q3 2020-10.3%-16.1%-24.9%
Q2 2020+6.9%+2.2%+0.0%
Q1 2020+1.5%-12.1%-3.9%
Q4 2019+12.8%+15.1%+18.4%
Q3 2019-2.2%-4.3%+1.0%
Q2 2019-27.7%-33.4%-43.0%
Q1 2019+6.7%+5.5%-10.5%
Q3 2018
Q2 2018
Q1 2018
Q4 2017

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