NYSE$FINV

FinVolution Group · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

FinVolution reported solid revenue growth with strong international expansion.

FinVolution Group delivered a strong Q4-24, with revenue increasing to $473.6M and net income reaching $93.3M. The company continues to expand internationally, with overseas revenue accounting for 21.4% of total revenue. Profitability improved, driven by higher transaction volumes and cost efficiencies.

  • Revenue grew to $473.6M, reflecting a strong performance in both domestic and international markets.
  • Net income increased to $93.3M, showing improved profitability.
  • International revenue accounted for 21.4% of total revenue, highlighting successful expansion.
  • Adjusted operating income reached $112.6M, demonstrating strong operational execution.

Headline financials

Total Revenue

$474M

Previous: $446M+6.2%
EPS (adj)

$0.38

Previous: $0.29+31.0%
International Revenue Share

21.4%

No prior period
Adjusted Operating Income

$113M

No prior period
Total transaction volume

$56.9B

No prior period
Net Income

$93.3M

Previous: $72.6M+28.6%
Operating Income

$108M

No prior period

Revenue & EPS history

FinVolution · Revenue · Quarterly

$474M

Q4 2024+6.2%vs Q4 2023
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 expects continued revenue growth in 2025, driven by strong transaction volume and international expansion.

Tailwinds

  • Total revenue for FY25 expected to grow by 10-15% year-over-year.
  • International markets continue to expand, with growing borrower base.
  • Strong balance sheet with $640.2M in cash and cash equivalents.
  • Improving loan quality with lower delinquency rates.
  • Ongoing investments in technology to enhance operational efficiency.

Headwinds

  • Regulatory uncertainties in China could impact operations.
  • Potential macroeconomic headwinds in international markets.
  • Rising competition in fintech and lending sectors.
  • Costs associated with expansion could pressure margins.
  • Foreign exchange fluctuations may impact earnings.

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

+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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