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Nomura (8604) investor relations material
Nomura Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Oct, 2025
Executive summary
Net revenue for Q2 FY2026 was JPY 515.5 billion, down 2% QoQ, and for the first half rose 10.8% YoY to JPY 1,038.8 billion; net income for Q2 was JPY 92.1 billion, down 12% QoQ, and for the first half up 17.5% YoY to JPY 196.6 billion.
ROE reached 10.6% for Q2 and 11.3% for the first half, exceeding the 2030 target for six consecutive quarters.
All four divisions posted a 25% increase in income before income taxes, with international regions up 63% and nine consecutive quarters of profitability.
Wealth Management and Investment Management achieved record recurring revenue assets and AuM, respectively.
Global Markets revenues hit a record high in Equities; Investment Banking showed strong momentum in Japan and recovery internationally.
Financial highlights
Group-wide net revenue: JPY 515.5 billion (down 2% QoQ, up 7% YoY); net income: JPY 92.1 billion (down 12% QoQ, down 6% YoY); EPS for Q2: JPY 30.49.
First half income before income taxes up 25.8% YoY to JPY 296.9 billion; net income up 17.5% YoY to JPY 196.6 billion; EPS for first half: JPY 64.53.
Group-wide expenses rose 4% QoQ to JPY 378.8 billion, mainly due to higher compensation and benefits.
Cost-coverage ratio at 71%; group revenue up 11% YoY.
Total assets increased to JPY 60,368 billion as of September 2025, up JPY 3,566 billion from March 2025.
Outlook and guidance
Stable revenue growth expected from recurring assets in Wealth and Investment Management, and Banking.
October net revenue in Wealth Management is above Q2 levels; Wholesale revenue remains solid.
Continued focus on raising profit baseline and prudent risk-taking aligned with market conditions.
No earnings or dividend forecasts provided due to ongoing uncertainties in global capital markets and economic conditions.
Phishing scam Q2 profit impact & future risk mitigation
Capital allocation post-Macquarie CET1 ratio drop?
Wholesale Equities record high: drivers & sustainability?
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Q3 20264 Feb, 2026
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Frequently asked questions
Nomura Holdings Inc. is a leading financial services group offering a wide array of services to a diverse client base that includes individuals, corporations, financial institutions, governments, and governmental agencies. The company's operations segmented into Retail, Investment Management, and Wholesale, Nomura delivers comprehensive financial products, investment consultation services, fund and investment trust management, as well as advisory and underwriting services. The company is headquartered in Tokyo, Japan, and its shares are listed on the New York Stock Exchange.
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