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Nomura (8604) investor relations material

Nomura Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary29 Jul, 2025

Executive summary

  • Net revenue rose 16% quarter-on-quarter to ¥523.3 billion, with all divisions achieving revenue and profit growth; ROE reached 12% for five consecutive quarters.

  • Net income increased 45% quarter-on-quarter and 51.7% year-over-year to ¥104.6 billion; EPS reached ¥34.04.

  • Income before income taxes grew 64% quarter-on-quarter and 55.7% year-over-year to ¥160.3 billion, aided by fixed asset sales.

  • Wealth and Investment Management saw strong recurring revenue asset inflows and record AUM, while Wholesale benefited from market volatility.

  • Comprehensive income declined 67.4% year-over-year to ¥61.6 billion due to negative other comprehensive income items.

Financial highlights

  • Net revenue: ¥523.3 billion (+16% QoQ, +15.2% YoY); income before income taxes: ¥160.3 billion (+64% QoQ, +55.7% YoY); net income: ¥104.6 billion (+45% QoQ, +51.7% YoY).

  • EPS: ¥34.04 (+46% QoQ, +52% YoY); annualized ROE: 12.0%.

  • Non-interest expenses rose 2% quarter-on-quarter and 3.3% year-over-year to ¥363.0 billion, mainly from higher performance-linked bonuses.

  • Tier one capital was ¥3.4 trillion, with CET1 ratio at 13.2%, within the 11–14% target range.

  • Total assets as of June 30, 2025 were ¥58.1 trillion, up ¥1.3 trillion from March.

Outlook and guidance

  • July net revenue in Wealth Management and Wholesale tracked at or above Q1 levels, supported by improved client sentiment and market recovery.

  • Recurring revenue assets continue to see net inflows, and recurring revenue is rising with market recovery.

  • No earnings or dividend forecasts provided due to global market uncertainties.

  • Management expects continued solid performance, focusing on risk management and cost controls.

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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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