NYSE$NOAH

Noah Holdings Limited · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Noah FY2025 net income rises 18% to RMB559M as overseas revenue nears half of net revenue

Noah Holdings reported unaudited consolidated results for the year ended December 31, 2025 under U.S. GAAP. Net revenues were RMB2,610.2 million, up 0.4% from 2024, while net income attributable to shareholders increased 17.5% to RMB558.9 million and non-GAAP net income rose 11.2% to RMB611.9 million, helped by cost control on compensation and lower fair-value losses on affiliate investments, partly offset by contingent litigation expenses related to the Camsing incident. Income from operations grew 22.5% to RMB776.7 million. Overseas net revenue reached 49.0% of the total as transaction value of overseas products distributed rose 8.1% to RMB33.7 billion. The company ended 2025 with RMB4.36 billion in cash and cash equivalents and proposed a final dividend of RMB0.933 per share plus a special dividend.

  • Net revenues were RMB2,610.2 million (+0.4% YoY) and net income attributable to shareholders was RMB558.9 million (+17.5% YoY).
  • Non-GAAP net income attributable to shareholders was RMB611.9 million (+11.2% YoY); basic EPS was RMB1.60 versus RMB1.36 in 2024.
  • Income from operations increased 22.5% to RMB776.7 million despite a 1.3% decline in pre-tax income.
  • Overseas business contributed 49.0% of net revenue; overseas product distribution transaction value rose 8.1% to RMB33.7 billion.
  • Cash and cash equivalents totaled RMB4.36 billion; management proposed a final dividend of RMB0.933 per share and a special dividend.

Headline financials

Total Revenue

¥2.61B

No prior period
EPS (adj)

¥1.74

No prior period
Overseas product distribution transaction value

¥33.7B

No prior period
Overseas share of net revenue

49.0%

No prior period
Net Income

¥559M

No prior period
Operating Income

¥777M

No prior period
Cash & Equivalents

¥4.36B

No prior period

Revenue & EPS history

Noah · Revenue · Quarterly

¥2.61B

Q3 2026
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-1.2%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-2.8%

Avg return

30 days after

36%

20 / 55 earnings

Positive

+19.8%

Q4 2019

Best reaction

-18.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q1 2026-0.1%
Q3 2026-1.1%-12.7%-9.2%
Q3 2023-5.2%-2.9%+2.1%
Q2 2023+15.0%+16.7%+1.1%
Q1 2023+4.8%+9.6%-4.9%
Q4 2022-2.7%-4.9%-7.6%
Q3 2022-18.7%-9.0%+2.4%
Q2 2022-8.3%+0.5%-20.1%
Q1 2022-8.4%-12.8%+2.2%
Q4 2021-2.9%+30.0%+4.6%
Q3 2021-12.9%-15.1%-32.4%
Q2 2021-9.3%-14.3%-9.3%
Q1 2021-3.5%-1.9%+0.7%
Q4 2020-2.8%+0.9%-10.7%
Q3 2020-6.0%-1.9%+42.0%
Q2 2020-9.4%-7.9%-12.8%
Q1 2020+5.9%-1.5%-0.5%
Q4 2019+19.8%+14.0%+18.6%
Q3 2019-5.6%-14.4%-9.7%
Q2 2019-2.9%+1.1%-1.7%
Q1 2019-8.1%-12.9%-12.9%
Q4 2018-10.9%-13.0%-7.6%
Q3 2018+6.8%+7.4%-1.8%
Q2 2018+1.1%-3.4%-14.3%
Q1 2018-6.0%-3.8%-19.1%
Q4 2017+8.5%+18.2%+13.4%
Q3 2017+3.5%+10.6%+0.9%
Q2 2017-1.4%-1.7%+3.7%
Q1 2017+3.7%+6.3%+3.3%
Q4 2016+2.1%+8.6%+1.9%
Q3 2016-4.2%-2.5%-10.5%
Q2 2016-2.6%-4.4%-4.2%
Q1 2016+9.9%+8.4%+3.5%
Q4 2015-0.9%
Q3 2015+12.4%
Q2 2015+5.9%
Q1 2015-3.9%
Q4 2014+9.2%
Q3 2014-4.8%
Q2 2014-4.4%
Q1 2014+13.4%
Q4 2013+15.1%
Q3 2013-16.7%
Q2 2013-4.2%
Q1 2013+4.6%
Q4 2012+6.7%
Q3 2012+0.6%
Q2 2012-9.4%
Q4 2009-2.8%
Q4 2011-2.8%
Q4 2010-2.8%
Q1 2012-0.7%
Q3 2011-15.5%
Q2 2011-15.5%
Q1 2011+0.4%
Q3 2010
Q2 2010

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