NYSE$FINV

FinVolution Group · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

FinVolution Q2 profit jumps 36% as international lending accelerates

FinVolution Group reported Q2 2025 results on August 20 with net revenue of RMB3.58 billion ($499.5 million), up 12.9% year over year, as loan facilitation fees surged on higher transaction volume. Net profit rose 36.4% to RMB751.3 million ($104.9 million) with diluted EPS of RMB2.82 ($0.39) per ADS; non-GAAP adjusted operating income grew 42.8% to RMB854.8 million. International transaction volume jumped 39.1% to RMB3.2 billion and international revenue reached RMB796.7 million (22.3% of total). The company completed a $150M convertible bond offering in June and repurchased $63.8M of shares in H1.

  • Q2 net revenue RMB3.58B (+12.9% YoY); net profit RMB751.3M (+36.4% YoY).
  • Total transaction volume RMB54.0B (+10.9% YoY); outstanding loan balance RMB77.5B (+18.1%).
  • International revenue RMB796.7M (+41.5% YoY), now 22.3% of total vs. 17.8% prior year.
  • Non-GAAP adjusted operating income RMB854.8M (+42.8% YoY); 90-day+ delinquency 1.92%.
  • Full-year 2025 revenue guidance reiterated at RMB14.4–15.0B (+10–15% YoY).

Headline financials

Total Revenue

¥3.58B

Previous: ¥437M+718.0%
EPS (adj)

¥0.41

Previous: ¥0.30+36.7%
Total transaction volume

¥54B

No prior period
90-day+ delinquency ratio (China)

1.9%

No prior period
Outstanding loan balance

¥77.5B

No prior period
Net Income

¥751M

Previous: ¥76.1M+887.2%
Operating Income

¥816M

No prior period
Cash & Equivalents

¥5.3B

No prior period

Revenue & EPS history

FinVolution · Revenue · Quarterly

¥3.58B

Q2 2025+718%vs Q2 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

Full-year 2025 total revenue guidance reiterated at approximately RMB14.4B to RMB15.0B, representing 10–15% year-over-year growth.

Tailwinds

  • International diversification accelerating with 22.3% revenue share and 50% loan balance growth abroad.
  • Strong capital position with RMB7.9B cash and short-term investments; completed $150M convertible notes.

Headwinds

  • Guarantee income declined on lower risk-bearing loans in China, partially offset internationally.
  • RMB50.4M goodwill impairment on a 2017 micro-lending acquisition during the quarter.

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 Q2 2025

Historical avgQ2 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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