NYSE$FINV

FinVolution Group · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

FinVolution Q4 2025: RMB3.0B revenue, RMB416M net profit; FY revenue up 3.8% to RMB13.6B

FinVolution Group reported Q4 2025 net revenue of RMB3,023.9 million (US$432.4 million), down from RMB3,456.7 million in Q4 2024, as tighter underwriting in China weighed on loan facilitation fees and guarantee income. Net profit was RMB415.5 million compared with RMB680.8 million in the prior-year quarter. International revenue grew 28.6% to RMB950.9 million, representing 31.4% of Q4 total revenue. For full year 2025, net revenue rose 3.8% to RMB13.6 billion and net profit increased 6.6% to RMB2.5 billion, with international transaction volume up 38.6% to RMB14.0 billion. The company increased its dividend to US$0.306 per ADS (+10.5% YoY) and repurchased US$107.2 million of shares in 2025.

  • Q4 net revenue of RMB3,023.9M; net profit of RMB415.5M amid tighter China underwriting
  • FY2025 net revenue of RMB13.6B (+3.8% YoY); net profit of RMB2.5B (+6.6% YoY)
  • International Q4 revenue of RMB950.9M (+28.6% YoY), 31.4% of total; Indonesia and Philippines reached full-year profitability
  • China Q4 transaction volume fell 28.3% to RMB38.7B; international volume up 41.4% to RMB4.1B
  • Dividend increased 10.5% to US$0.306/ADS; US$107.2M in share repurchases during 2025

Headline financials

Total Revenue

¥3.02B

Previous: ¥474M+538.5%
EPS (adj)

¥1.77

Previous: ¥0.38+365.8%
International transaction volume

¥4.1B

No prior period
Cumulative registered users (China)

187.4M

No prior period
China transaction volume

¥38.7B

No prior period
Net Income

¥416M

Previous: ¥93.3M+345.3%
Operating Income

¥483M

Previous: ¥108M+347.4%
Cash & Equivalents

¥4.29B

No prior period

Revenue & EPS history

FinVolution · Revenue · Quarterly

¥3.02B

Q4 2025+538.5%vs Q4 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 expects full-year 2026 total revenue in the range of approximately RMB11.5 billion to RMB12.9 billion, representing a year-over-year decline of approximately 5% to 15%, reflecting near-term regulatory uncertainties in China.

Tailwinds

  • International expansion accelerating with Australia entry via Fundo Loans acquisition
  • Indonesia and Philippines reached full-year profitability

Headwinds

  • Recent regulatory changes in China create near-term revenue uncertainty
  • China transaction volume and unique borrowers declining significantly

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

+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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