← NOAH HOLDINGS LTD
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $362.0m |
$434.5m
+20.01%
|
$478.5m
+10.12%
|
$487.2m
+1.83%
|
$506.6m
+3.99%
|
$673.7m
+32.97%
|
$449.5m
-33.28%
|
$3.3b
+638.10%
|
$2.6b
-20.99%
|
$2.6b
+0.32%
|
$2.6b
-0.32%
|
|
| Revenue from Contract with Customer, Including Assessed Tax | — | — | $481.4m | $490.3m | $509.5m | $678.9m | $453.6m | $467.3m | $359.1m | $376.1m | — | |
| General and Administrative Expense | $33.8m | $38.3m | $40.6m | $42.6m | $42.6m | $60.2m | $34.1m | $38.8m | $40.7m | $43.7m | $290.9m | |
| General and administrative expenses | ($234.5m) | ($248.9m) | ($279.4m) | ($296.5m) | ($277.9m) | ($383.3m) | ($235.3m) | ($275.7m) | ($296.8m) | ($305.6m) | $290.9m | |
| Labor and Related Expense | $187.3m | $216.3m | $227.5m | $231.4m | $230.5m | $340.3m | $209.1m | $205.2m | $184.9m | $174.0m | — | |
| Operating Lease, Expense | — | — | — | $109.8m | $99.3m | $102.3m | $98.9m | $85.7m | $64.4m | $50.9m | — | |
| Operating expenses: | ||||||||||||
| Other operating expenses, net | — | — | — | ($196.8m) | ($99.0m) | ($107.8m) | ($115.7m) | ($112.5m) | ($93.2m) | ($62.9m) | — | |
| Operating Income (Loss) | $96.1m |
$119.4m
+24.26%
|
$134.8m
+12.83%
|
$131.4m
-2.47%
|
$192.9m
+46.75%
|
$188.1m
-2.46%
|
$157.8m
-16.12%
|
$154.6m
-2.01%
|
$86.8m
-43.84%
|
$111.1m
+27.89%
|
$827.1m
+644.73%
|
|
| Other Operating Income (Expense), Net | $667.3m | $777.0m | $926.5m | $915.0m | $1.3b | $1.2b | $1.1b | ($15.8m) | ($12.8m) | ($9.0m) | — | |
| Investment Income, Interest | $5.7m | $6.9m | $10.2m | — | — | — | — | — | — | — | — | |
| Interest income | $39.5m | $45.0m | $69.8m | $89.1m | $67.3m | $71.9m | $61.4m | $161.9m | $155.8m | $127.5m | $126.8m | |
| Investment Income, Net | $7.0m | $10.3m | $7.1m | — | — | — | — | — | — | — | — | |
| Debt Securities, Gain (Loss) | — | — | — | — | — | — | $0 | — | — | — | — | |
| Fair Value, Option, Changes in Fair Value, Gain (Loss) | — | ($555k) | — | $5.1m | $1.7m | $395k | ($1.5m) | ($1.1m) | — | ($350k) | — | |
| Other Nonoperating Income (Expense) | ($365k) | $544k | ($3.4m) | ($1.0m) | $638k | ($2.9m) | $1.9m | $1.5m | $186k | ($4.4m) | — | |
| Income (Loss) from Equity Method Investments | $3.2m | $14.2m | $2.1m | $16.6m | $15.4m | $47.4m | $12.9m | $7.6m | ($15.3m) | ($199k) | — | |
| Nonoperating Income (Expense) | $9.5m | $14.1m | $12.4m | $7.6m | ($282.6m) | $15.6m | $8.9m | $15.7m | $32.0m | $11.4m | — | |
| Other Expenses | $21.8m | $22.6m | $24.6m | $28.3m | $15.2m | $16.9m | $16.8m | $112.5m | $93.2m | $62.9m | — | |
| Other income (expense), net | ($2.5m) | $3.5m | ($23.4m) | ($7.0m) | $4.2m | ($18.2m) | $13.1m | $10.9m | $1.4m | ($30.8m) | ($64.2m) | |
| Total other income | $66.3m | $91.8m | $85.1m | $53.0m | ($1.8b) | $99.1m | $61.1m | $111.3m | $233.7m | $79.8m | — | |
| Income before taxes and income from equity in affiliates | $733.5m | $868.8m | $1.0b | $968.0m | ($585.3m) | $1.3b | $1.1b | $1.2b | $867.6m | $856.4m | $889.6m | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $105.7m | $133.5m | $147.1m | $139.0m | ($89.7m) | $203.7m | — | — | — | — | $889.6m | |
| Current Income Tax Expense (Benefit) | $24.0m | $30.6m | $35.8m | $40.6m | $49.8m | $64.9m | $51.3m | $35.0m | $24.4m | $38.8m | $303.9m | |
| Income tax expense | ($158.0m) | ($199.1m) | ($222.3m) | ($220.0m) | ($258.5m) | ($293.9m) | ($267.1m) | ($262.4m) | ($268.6m) | ($297.8m) | $303.9m | |
| Income Tax Expense (Benefit) | $22.8m | $30.6m | $32.3m | $31.6m | $39.6m | $46.1m | $38.7m | $37.0m | $36.8m | $42.6m | $303.9m | |
| Net Income (Loss) Attributable to Parent | $92.7m |
$117.3m
+26.45%
|
$118.0m
+0.63%
|
$119.1m
+0.93%
|
($114.2m)
-195.90%
|
$206.2m
+280.55%
|
$141.6m
-31.34%
|
$142.2m
+0.42%
|
$65.1m
-54.19%
|
$79.9m
+22.69%
|
$534.6m
+568.97%
|
|
| Net Income (Loss) Available to Common Stockholders, Basic | $92.7m |
$117.3m
+26.45%
|
$118.0m
+0.63%
|
$119.1m
+0.93%
|
($745.2m)
-725.72%
|
$1.3b
+276.34%
|
$976.6m
-25.69%
|
$1.0b
+3.37%
|
$475.4m
-52.90%
|
$558.9m
+17.54%
|
$534.6m
-4.34%
|
|
| Net Income (Loss) Attributable to Noncontrolling Interest | ($5.8m) | ($2.1m) | ($1.1m) | $5.0m | $261k | ($1.3m) | ($722k) | ($1.2m) | $1.6m | ($234k) | $534.6m | |
| Net Income (Loss) Attributable to Nonredeemable Noncontrolling Interest | ($768k) | — | — | — | — | — | — | — | — | — | $534.6m | |
| Earnings Per Share, Basic | $3.29 | $4.15 | $4.02 | $3.90 | ($3.68) | $6.14 | $4.14 | $0.41 | $0.19 | $0.23 | $7.68 | |
| Earnings Per Share, Diluted | $3.18 | $3.98 | $3.88 | $3.86 | ($3.68) | $6.10 | $4.14 | $0.41 | $0.18 | $0.23 | $7.63 | |
| Weighted Average Number of Shares Outstanding, Basic | 28.2m | 28.3m | 29.3m | 30.6m | 31.0m | 33.6m | 34.2m | 347.4m | 350.8m | 348.8m | 69.5m | |
| Weighted Average Number of Shares Outstanding, Diluted | 30.0m | 30.2m | 30.7m | 30.9m | 31.0m | 33.8m | 34.2m | 347.4m | 352.4m | 352.0m | 70.2m | |
| Additional Financial Items | ||||||||||||
| Costs and Expenses | $265.9m | $315.1m | $343.7m | $355.8m | $313.8m | $485.5m | $291.7m | $309.4m | $269.5m | $262.2m | — | |
| Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual Amount | — | — | — | — | — | — | — | $13.3m | $1.0m | $0 | — | |
| Selling Expense | $46.5m | $49.3m | $60.0m | $47.6m | $41.6m | $68.6m | $50.6m | $68.4m | $36.9m | $34.7m | — | |
| Less:VAT related surcharges | ($48.1m) | ($19.1m) | ($20.5m) | ($21.4m) | ($18.9m) | ($33.5m) | ($28.5m) | ($23.1m) | ($20.4m) | ($19.5m) | — | |
| Relationship manager compensation | ($563.6m) | ($616.1m) | ($633.6m) | ($625.0m) | ($614.0m) | ($920.9m) | ($497.1m) | ($655.5m) | ($562.5m) | ($498.5m) | — | |
| Other compensations | ($728.6m) | ($780.0m) | ($909.4m) | ($954.4m) | ($804.6m) | ($1.1b) | ($937.7m) | ($801.3m) | ($786.9m) | ($718.1m) | — | |
| Selling expenses | ($322.7m) | ($320.5m) | ($412.7m) | ($331.3m) | ($271.7m) | ($437.1m) | ($349.0m) | ($485.8m) | ($269.0m) | ($242.8m) | — | |
| Reversal of (provision for) credit losses | — | ($2.1m) | $688k | ($130.7m) | ($8.1m) | ($113.0m) | $424k | $7.0m | ($23.9m) | ($52.2m) | — | |
| Government subsidies | $162.4m | $74.2m | $62.6m | $89.3m | $113.4m | $115.9m | $129.5m | $127.0m | $65.2m | $46.5m | — | |
| Investment (loss) income | $48.5m | $67.3m | $48.6m | ($28.6m) | ($86.4m) | $65.4m | $85.6m | ($61.5m) | $50.2m | $32.3m | — | |
| Reversal of settlement expenses | — | — | — | — | — | — | — | — | $12.5m | $956k | — | |
| Contingent litigation expenses, net | — | — | — | — | — | — | $99.0m | — | ($14.0m) | ($50.2m) | — | |
| Income (loss) from equity in affiliates | $22.3m | $92.1m | $14.5m | $115.8m | $100.3m | $302.0m | $89.1m | $54.1m | ($112.0m) | ($1.4m) | — | |
| Less: net (loss) income attributable to non-controlling interests | ($40.6m) | ($13.7m) | ($7.6m) | $34.6m | $1.7m | ($8.1m) | ($5.0m) | ($8.5m) | $11.6m | ($1.6m) | — | |
| Total compensation and benefits | ($1.3b) | ($1.4b) | ($1.6b) | ($1.6b) | ($1.5b) | ($2.2b) | ($1.4b) | ($1.5b) | ($1.3b) | ($1.2b) | — | |
| Total operating cost and expenses | ($1.8b) | ($2.0b) | ($2.4b) | ($2.5b) | ($2.0b) | ($3.1b) | ($2.0b) | ($2.2b) | ($2.0b) | ($1.8b) | — |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.