NASDAQ$SY

So-Young International Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

So-Young Q4 revenue up 25% to RMB461M as clinic network scales to 49 centers

So-Young International reported unaudited Q4 and full-year 2025 results. Fourth-quarter total revenues rose 24.8% to RMB460.7 million (US$65.9 million), driven by branded aesthetic center expansion, while net loss attributable to So-Young narrowed to RMB108.8 million from RMB607.6 million in Q4 2024 (which included RMB540 million goodwill impairment). Non-GAAP net loss was RMB93.4 million versus RMB53.2 million a year ago. Aesthetic treatment services revenue surged 205.3% to RMB248.1 million, exceeding prior guidance, while information and reservation services fell 26.8% to RMB125.7 million. The company operated 49 branded centers across 15 cities; 25 achieved center-level profitability in the quarter. Fiscal 2025 revenue was RMB1,523.4 million with a net loss of RMB242.3 million.

  • Q4 revenues were RMB460.7 million (+24.8% YoY); aesthetic treatment services revenue was RMB248.1 million (+205.3%), beating guidance.
  • Q4 net loss attributable to So-Young was RMB108.8 million versus RMB607.6 million prior year; non-GAAP net loss was RMB93.4 million.
  • Verified treatment visits exceeded 125,000 (+178% YoY); 49 operating centers with 25 profitable in Q4 and 39 generating positive operating cash flow.
  • Platform information and reservation revenue declined 26.8% to RMB125.7 million as subscribing providers decreased.
  • Fiscal 2025 revenue was RMB1,523.4 million (+3.9% YoY) with net loss of RMB242.3 million; share repurchase program extended through March 2027.

Headline financials

Total Revenue

¥461M

Previous: ¥1.47B-68.6%
EPS (adj)

-¥0.93

Previous: -¥0.09-933.3%
Fully operational branded aesthetic centers

49

No prior period
Center-level profitable locations (Q4)

25

No prior period
Verified treatment visits at branded centers

125.0K

No prior period
Active users (12-month)

171.0K

No prior period
Net Income

-¥109M

Previous: -¥590M+81.5%
Operating Income

-¥123M

Previous: -¥82.1M-49.7%
Gross Profit

¥205M

Previous: ¥29.6M+591.6%

Revenue & EPS history

So-Young · Revenue · Quarterly

¥461M

Q4 2025-68.6%vs Q4 2024
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Revenue by segment

So-Young · ¥461M total across 4 segments · Q4 2025

  • Aesthetic treatment services
    ¥248M
  • Information and reservation services
    ¥126M
  • Sales of medical products and maintenance services
    ¥69.3M
  • Other services
    ¥17.7M

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 2025

Historical avgQ4 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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