NMR Earnings Prediction
The chart below shows how NMR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NMR sees a +2.70% change in stock price 10 days leading up to the earnings, and a +2.03% change 10 days following the report. On the earnings day itself, the stock moves by -1.37%. This data can give you a slight idea of what to expect for the next quarter's release.
NMR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
8.33B
18.87%
6.55%
Gross Margin
--
--
--
Operating Margin
10.71%
91.25%
26.75%
Net Margin
7.87%
124.22%
34.07%
EPS
0.22
175.00%
57.14%
No Data Available
NMR Earnings Analysis
Nomura Holdings, Inc Corporation (NMR.N) Earnings Conference Call
Positive
Quarterly Revenue Increase: Group-wide net revenue increased 6% quarter-on-quarter to JPY 483.3 billion.
Income Tax Growth: Income before income taxes grew 29% to JPY 133 billion.
Net Income Surge: Net income was JPY 98.4 billion, representing a 43% increase over last quarter.
EPS and ROE Performance: EPS was JPY 32.26 and annualized ROE was 11.6%, at the upper limit of our 2030 quantitative target of ROE of 8% to 10% or more.
International Profitability and Tax Rate: All three international regions were profitable and some international entities made use of tax loss carryforwards, lowering our effective tax rate to 27%.
Negative
Sales Decline Analysis: Total sales declined by ¥900 billion to ¥5.9 trillion, attributed to last quarter's inclusion of a tender offer exceeding ¥1 trillion.
Stock Sales Increase: Sales of stock increased from last quarter, but overall sales were impacted negatively.
Recurring Revenue Increase: Recurring revenue increased by 10% to a record high of ¥50.3 billion, but this was not sufficient to offset declines in other areas.
Customer Accounts Growth vs. Acquisition: The number of customer accounts with balance equity increased, but the overall customer acquisition rate has slowed down significantly.
Operating Expenses Analysis: Operating expenses were roughly flat at JPY 350.3 billion, indicating a lack of cost management effectiveness despite a 83% cost-to-income ratio.
NMR FAQs
How does NMR typically perform around its earnings report dates?
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NMR Earning Call Sentiment
Nomura Holdings, Inc. (NMR) Q2 2025 Earnings Call Transcript
NMR.N
-2.11%Positive
The earnings call summary indicates strong financial performance with significant increases in net income, pre-tax income, and ROE. Despite a decrease in assets under management, other metrics such as investment management income and wholesale revenue have shown robust growth. The Q&A session reveals management's confidence in sustaining performance in wealth management and ECM, despite no share buyback. Additionally, cost-saving measures are being implemented, and the dividend payout ratio is high. These factors suggest a positive outlook, likely resulting in a 2% to 8% stock price increase over the next two weeks.
