NYSE$FINV

FinVolution Group · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

FinVolution posted solid Q1 results with increased net income and robust revenue growth.

FinVolution reported a strong Q1 2025, achieving higher revenue and net income amid macro headwinds. The company saw growth in both domestic and international segments, with international revenue now contributing over 20% of total revenue.

  • Revenue reached $479.7 million, driven by growth in loan facilitation service fees.
  • Net income rose to $101.7 million, reflecting stronger profitability.
  • International revenues hit $97.9 million, making up 20.4% of total revenue.
  • Adjusted operating income stood at $126.5 million, underscoring operational efficiency.

Headline financials

Total Revenue

$480M

Previous: $440M+8.9%
EPS (adj)

$0.41

Previous: $0.29+41.4%
International Revenue Share

20.4%

No prior period
Adjusted Operating Income

$126M

No prior period
China unique borrowers

2.2M

No prior period
Average loan size (China)

$1.45K

No prior period
Total transaction volume

$7.18B

No prior period
Net Income

$102M

Previous: $73.4M+38.5%
Operating Income

$122M

No prior period

Revenue & EPS history

FinVolution · Revenue · Quarterly

$480M

Q1 2025+8.9%vs Q1 2024
Beat estimate in 1 of 5 quarters(20%)
ActualEstimate

Revenue by segment

FinVolution · $3.21B total across 5 segments · Q1 2026

  • Loan facilitation service fees
    $1.18B
  • Guarantee income
    $886M
  • Net interest income
    $485M
  • Post-facilitation service fees
    $348M
  • Other revenue
    $310M

Forward guidance

FinVolution reiterated its 2025 revenue guidance of $1.98–$2.07 billion, reflecting confidence in continued growth across core and international markets.

Tailwinds

  • Total revenue guidance remains unchanged despite market uncertainties.
  • Strong execution of international expansion strategies.
  • Diversified revenue streams offer resilience against local market fluctuations.
  • Repeat borrower volumes remain strong.
  • Solid liquidity position to support operations and growth.

Headwinds

  • Seasonal softness in domestic markets noted.
  • Lower guarantee income due to reduced risk-bearing loans in China.
  • Higher provisions for accounts receivable impacting margins.
  • Ongoing macroeconomic uncertainties may affect loan demand.
  • Reduction in other income due to fewer investment returns.

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 Q1 2025

Historical avgQ1 2025

+3.6%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-1.0%

Avg return

30 days after

61%

22 / 36 earnings

Positive

+70.0%

Q4 2020

Best reaction

-23.0%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+12.2%-17.3%-18.4%
Q3 2025-14.0%-5.4%-6.5%
Q2 2025+5.7%+2.7%-11.4%
Q1 2025-0.1%-0.2%+7.2%
Q4 2024+17.5%+10.1%-21.5%
Q3 2024+4.9%+4.0%+14.6%
Q2 2024-5.0%-8.1%-5.9%
Q1 2024-2.1%-6.6%-9.1%
Q4 2023-4.0%-3.0%-7.3%
Q3 2023-3.6%-9.1%-6.9%
Q2 2023+2.2%+0.2%-2.9%
Q1 2023-3.9%-3.2%+11.5%
Q4 2022-15.1%-17.1%-15.7%
Q3 2022+9.4%-2.7%-0.2%
Q2 2022+6.8%+7.7%+1.4%
Q1 2022+7.4%-4.8%+12.8%
Q4 2021+3.9%+36.7%+20.8%
Q3 2021-6.9%-7.7%-22.1%
Q2 2021+8.8%+5.0%+1.2%
Q1 2021-4.2%-3.2%+21.9%
Q4 2020+70.0%+59.7%+36.8%
Q3 2020+0.5%+0.5%+10.8%
Q2 2020-6.6%-18.8%-34.0%
Q1 2020-0.7%+1.4%+17.6%
Q4 2019+9.2%+16.2%+27.7%
Q3 2019-23.0%-25.1%-18.5%
Q2 2019+0.3%-0.3%-6.5%
Q1 2019+4.4%-12.7%-26.8%
Q4 2018-0.8%-6.9%+7.1%
Q3 2018+13.8%+14.7%-30.9%
Q2 2018+6.0%+10.0%+27.2%
Q1 2018+21.4%+8.1%-9.7%
Q4 2016+1.6%-2.1%+10.0%
Q4 2015+1.6%-2.1%+10.0%
Q4 2017+4.0%-5.7%-12.9%
Q3 2017+7.9%-3.2%-6.7%
Q2 2017
Q1 2017
Q3 2016
Q2 2016
Q1 2016

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