The earnings call reflected a strong overall performance with significant revenue and profit growth across multiple segments. However, there were challenges such as a decline in investment banking revenue, costs related to phishing scams, and ETF outflows. The company's financial position was affected by increased risk assets and acquisition-related impacts.

Company Guidance

During the fiscal year 2026 Q1 results call on July 29, 2025, CFO Hiroyuki Moriuchi reported strong financial performance across all divisions despite an uncertain market environment. Group net revenue rose by 16% to JPY523.3 billion, while income before income taxes increased by 64% to JPY160.3 billion, and net income was up 45% to JPY104.6 billion. EPS for the quarter was JPY34.04, with an annualized ROE of 12%. Key metrics highlighted included a 6% increase in wealth management net revenue to JPY105.8 billion and an 8% rise in income before income taxes to JPY38.8 billion. The investment management segment saw an 18% increase in net revenue to JPY50.6 billion, and a 39% rise in income before income taxes to JPY21.5 billion. Wholesale net revenue rose by 1% to JPY261.1 billion, with a 12% increase in income before income taxes to JPY41.9 billion. Global markets revenues increased by 8%, while investment banking revenues fell by 27% but were still at their highest Q1 level since FY2016/17. The banking division, newly established as an independent division, reported a 12% rise in net revenue to JPY12.8 billion and a 19% increase in income before income taxes to JPY3.6 billion. Group-wide expenses rose by 2% to JPY363 billion, with compensation and benefits up 8% to JPY186.3 billion. The Common Equity Tier 1 ratio stood at 13.2% at the end of June, within the target range of 11% to 14%.

Significant Revenue and Profit Growth

Group net revenue reached JPY523.3 billion, up 16% over last quarter. Income before income taxes grew 64% to JPY160.3 billion, while net income increased by 45% to JPY104.6 billion compared with last quarter.

Wealth Management Success

Wealth management Q1 net revenue increased 6% to JPY105.8 billion, with income before income taxes rising 8% to JPY38.8 billion. The segment saw a net inflow of recurring revenue assets for the 13th consecutive quarter.

Record Assets Under Management

Assets under management reached a record high of JPY94.3 trillion, with net inflows of approximately JPY108 billion, driven by inflows into yen bonds and international high-yield bonds.

Continued Strength in Global Markets

Global markets revenues increased 8%, with fixed income net revenue rising 18% to JPY124.8 billion. Equities in the Americas showed strong performance, particularly in derivatives.

Banking Division Growth

The newly established banking division recorded net revenue of JPY12.8 billion, a rise of 12%, with income before income taxes increasing 19% to JPY3.6 billion.

Nomura Holdings (JP:8604) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JP:8604 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q2)	25.37 / -	33.3	―	―	―
Jul 29, 2025	2026 (Q1)	36.54 / 35.19	23.33	50.84% (+11.86)
Apr 25, 2025	2025 (Q4)	26.85 / 24.35	18.92	28.70% (+5.43)
Feb 05, 2025	2025 (Q3)	21.48 / 34.32	16.74	105.02% (+17.58)
Nov 01, 2024	2025 (Q2)	21.46 / 33.30	11.63	186.33% (+21.67)
Jul 30, 2024	2025 (Q1)	- / 23.33	7.71	202.59% (+15.62)
Apr 26, 2024	2024 (Q4)	- / 18.92	2.5	656.80% (+16.42)
Jan 31, 2024	2024 (Q3)	- / 16.74	22.27	-24.83% (-5.53)
Oct 27, 2023	2024 (Q2)	11.60 / 11.63	5.57	108.80% (+6.06)
Aug 01, 2023	2024 (Q1)	14.50 / 7.71	0.56	1276.79% (+7.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:8604 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	¥993.00	¥996.20	+0.32%
Apr 25, 2025	¥811.60	¥815.40	+0.47%
Feb 05, 2025	¥965.63	¥967.28	+0.17%
Nov 01, 2024	¥773.05	¥752.15	-2.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Nomura Holdings (JP:8604) report earnings?

Nomura Holdings (JP:8604) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Nomura Holdings (JP:8604) earnings time?

Nomura Holdings (JP:8604) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Nomura Holdings stock?

The P/E ratio of Nomura Holdings is N/A.

What is JP:8604 EPS forecast?

JP:8604 EPS forecast for the fiscal quarter 2026 (Q2) is 25.37.

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