노무라 홀딩스(주)(Nomura Holdings, Inc.)는 전 세계의 개인, 기관 및 정부 고객을 대상으로 투자, 자금조달 및 관련 서비스를 제공합니다. 회사는 자산관리(Wealth Management), 투자관리(Investment ...
예상 EPS $38.49 · 매출 $640.22B · 1 명의 애널리스트
예상 EPS $39.91 · 매출 $656.45B · 1 명의 애널리스트
예상 EPS $151.93 · 매출 $2.41T · 1 명의 애널리스트
예상 EPS $36.53 · 매출 $647.28B · 1 명의 애널리스트
EPS ¥48.34 · 매출 ¥686.71B
$51.00 주당
$51.00 주당
EPS ¥118.99 · 매출 ¥4.76T
EPS ¥30.73 · 매출 ¥1.17T
EPS ¥30.49 · 매출 ¥1.11T
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $4758.5B | +5.6% | -49.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $362.1B | +6.3% | +96.9% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +45.6% | +23.5% | +67.6% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +11.3% | +8.3% | +288.7% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +7.6% | +0.7% | +289.5% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-1196.8B | -37.8% | — |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -25.2% | -30.5% | — |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 466.5% | -48.3% | +96.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.43x | +571.3% | -33.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $62645.9B | +10.3% | +8.9% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 118.99 vs 131.57 | -9.6% | 48.34 vs 38.49 | +25.6% |
| 매출 서프라이즈 | $4758.5B vs $2107.6B | +125.8% | $686.7B vs $640.2B | +7.3% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Ishizuka Masahiro | director | Common Stock | A | 196 | $9.87 |
| Aug 25, 2026 | Tobari Akihito | officer: See Remarks | Common Stock | A | 65 | $9.87 |
| Aug 25, 2026 | Ozaki Yukiko | officer: See Remarks | Common Stock | A | 7 | $9.87 |
| Aug 25, 2026 | Ogawa Shoji | director | Common Stock | A | 196 | $9.87 |
| Aug 25, 2026 | Koike Hiroyasu | officer: See Remarks | Common Stock | A | 262 | $9.87 |
Operator: Good day, everyone, and welcome to today's Nomura Holdings First Quarter Operating Results for Fiscal Year ended March 2027 Conference Call. Please be reminded that today's conference call is being recorded at the request of the hosting company. Please note that this telephone conference contains certain forward-looking statements and other projected results which involve known and unknown risks, delays, uncertainties and other factors not under the company's control, which may cause actual results, performance or achievements of the company to be materially different from the results, performance or other expectations implied by these projections. Such factors include economic and market conditions, political events and investor sentiments, liquidity of secondary markets, level and volatility of interest rates, currency exchange rates, security valuations, competitive conditions and size, number and timing of transactions. With that, we'd like to begin the conference. Mr. Hiroyuki Moriuchi, Chief Financial Officer, please go ahead. Hiroyuki Moriuchi: This is Moriuchi , CFO, speaking. I would like to start right away to report the results from Q1 year ending March 2027. In this quarter, all divisions achieved higher revenue and income before income taxes than in the previous quarter and ROE reached 15.4%. We believe the result of the structural reforms implemented over the past few years are now steadily being reflected in our performance and that we are making good progress further 2030 management vision. I would like to highlight 3 key points. First, growth in our recurring revenue business contributed to the steady strengthening of our stable revenue base. Second, our international businesses saw sharp growth, particularly in our priority areas. Income before income taxes in our 3 overseas regions reached a record high since disclosure began in fiscal year 2008, '09 adding greater depth to profits. Third, we launched deposit sweep service to strengthen our banking business, and we are still laying the groundwork for future growth. Through these initiatives, we feel confident that heading towards 2030, the stability of our earnings base has steadily improved and our ability to generate profit has also been enhanced. We now look at first quarter results for each division. Please turn to Page 7. All percentage discussed from now on are based on quarter-on-quarter comparison. On the top left, you can see the Wealth Management net revenue increased 9% to JPY 145.4 billion, while income before income taxes increased 16% to JPY 71.1 billion. Thus, revenue and income increased for the fifth consecutive quarter as asset management business transformed the division's revenue structure. On the bottom left, you can see the recurring revenue rose to an all-time high of JPY 59.2 billion. Net inflows of recurring revenue assets also remained strong, reaching an all-time high of JPY 539.6 billion. Flow revenue was strong, too. Accurate …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Christopher Paul Willcox | Executive Officer, Deputy President, Head of Wholesale & Chairman of Investment Management | JPY 15,980,768 | Male | 1968 | Active |
Kentaro Okuda | President, Group Chief Executive Officer, Representative Executive Officer & Director | JPY 10,265,593 | Male | 1963 | Active |
Yutaka Nakajima | Representative Executive Officer, Deputy President & Director | JPY 5,797,570 | Male | 1965 | Active |
Toshiyasu Iiyama | Chief of Staff, Exe. Off., Head of Well Growing Inst., Hd of China Committee & Deputy President | JPY 3,645,328 | Male | 1965 | Active |
Hiroyuki Moriuchi | Executive Officer & Chief Financial Officer | JPY 1,872,600 | — | 1976 | Active |
Takumi Kitamura | Executive Officer & Chief Transformation Officer | JPY 1,810,180 | Male | 1966 | Active |
Sotaro Kato | Executive Officer & Chief Risk Officer | JPY 1,747,760 | Male | 1969 | Active |
Akio Hori | Senior MD & Chief Information Officer | — | — | — | Active |
Masato Kohno | Senior Managing Director of Executive Management Headquarters & Executive Management and Resilience | — | — | — | Active |
Nicolas Bertrand | Chief Executive Officer of Komainu | — | Male | — | Active |
Satoshi Kawamura | Senior Managing Director | — | — | — | Active |
Patrick Eltridge | Senior MD & Chief Information Officer | — | Male | — | Active |
Akihiro Koseki | MD, Head of Investor Relations & Co-Head of Investment Banking - Asia ex-Japan | — | — | — | Active |
Shinichi Mizuno | Senior MD, Joint Chief Compliance Officer & Audit Mission Director. | — | Male | 1968 | Active |
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The Nikkei Stock Average was 0.4% higher as gains in electronics stocks offset losses in financial shares.
