The earnings call revealed strong financial growth across several divisions, notably in net revenue and investment management. Despite significant challenges such as phishing scams and regional weaknesses, the overall financial performance and strategic growth initiatives paint an optimistic picture.

Company Guidance -

Q2 2026

During the Q1 fiscal year 2026 earnings call, Nomura Holdings reported significant growth across various metrics, despite a challenging market environment. Group net revenue increased by 16% to JPY523.3 billion, while income before income taxes jumped 64% to JPY160.3 billion, and net income grew 45% to JPY104.6 billion. Earnings per share (EPS) reached JPY34.04, and the annualized return on equity (ROE) was 12%, surpassing previous quarters. The wealth management division saw a 6% increase in net revenue to JPY105.8 billion, with income before income taxes rising 8% to JPY38.8 billion. Investment management also performed well, with net revenue up 18% to JPY50.6 billion and income before income taxes increasing 39% to JPY21.5 billion. The wholesale division experienced a modest 1% growth in net revenue to JPY261.1 billion, and income before income taxes increased 12% to JPY41.9 billion. Notably, assets under management hit a record high of JPY94.3 trillion, driven by strong net inflows. Despite some challenges, such as phishing scams resulting in JPY6.6 billion in compensation costs, Nomura maintained a solid financial position with a Tier 1 capital of about JPY3.4 trillion and a Common Equity Tier 1 ratio of 13.2%. Overall, the company's performance was robust, with all divisions showing growth in revenue and profit.

Record Net Revenue Increase

Group net revenue rose to JPY523.3 billion, marking a 16% increase over the last quarter.

Strong Income Growth

Income before income taxes increased by 64% to JPY160.3 billion, and net income grew by 45% to JPY104.6 billion compared to the previous quarter.

Banking Division Success

The newly established banking division achieved growth in both revenues and profits compared with last quarter.

Wealth Management Performance

Wealth management Q1 net revenue increased 6% to JPY105.8 billion, with a 8% rise in income before income taxes.

Investment Management Growth

Net revenue was up 18% to JPY50.6 billion, and income before income taxes rose 39% to JPY21.5 billion.

Record High Assets Under Management

Assets under management at the end of June reached a record high level of JPY94.3 trillion.

Global Markets Revenue Growth

Global markets revenues increased by 8%, with fixed income net revenue up 18%.

Investment Banking Record

Investment banking net revenue for Q1 was the highest on record since FY2016/17.

Banking Division's Strong Start

Banking net revenue rose 12% to JPY12.8 billion, and income before income taxes increased 19%.

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

Daily Earnings Calendar >

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 Inc (JP:8604) report earnings?

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

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

Nomura Holdings Inc (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 Inc 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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