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FinVolution Group Reports First Quarter 2026 Unaudited Financial Results

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FinVolution (NYSE: FINV) reported first quarter 2026 net revenue of RMB3,210.1 million and net profit of RMB421.1 million, both lower year over year. Total transaction volume fell to RMB42.6 billion, as Chinese Mainland activity declined while overseas volume and revenue grew strongly.

Overseas net revenue rose 34.5% to RMB948.9 million, contributing 29.6% of total revenue. The company repurchased US$39.4 million of shares and paid a dividend of US$0.306 per ADS, and reaffirmed 2026 revenue guidance of RMB11.5–12.9 billion.

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AI-generated analysis. Not financial advice.

Positive

  • Overseas net revenue rose 34.5% YoY to RMB948.9 million, 29.6% of total
  • Overseas operating profit increased to RMB45.8 million, up 87.7% year over year
  • Net interest income doubled to RMB484.7 million from RMB241.6 million YoY
  • Overseas unique borrowers reached 4.5 million, up 155.4% year over year
  • Share repurchases totaled US$39.4 million in the first quarter of 2026
  • Annual dividend of US$0.306 per ADS, up 10.5% year over year

Negative

  • Group net revenue declined to RMB3,210.1 million from RMB3,481.0 million YoY
  • Net profit fell to RMB421.1 million from RMB737.6 million year over year
  • Chinese Mainland transaction volume dropped 21.6% YoY to RMB38.5 billion
  • Chinese Mainland unique borrowers decreased 22.7% YoY to 1.7 million
  • Operating profit declined to RMB546.8 million from RMB883.2 million YoY
  • Provision for loans receivable rose to RMB218.1 million from RMB85.4 million YoY

Key Figures

Q1 2026 net revenue: RMB3,210.1M Q1 2026 net profit: RMB421.1M China transaction volume: RMB38.5B +5 more
8 metrics
Q1 2026 net revenue RMB3,210.1M Group net revenue vs RMB3,481.0M in Q1 2025
Q1 2026 net profit RMB421.1M Group net profit vs RMB737.6M in Q1 2025
China transaction volume RMB38.5B Chinese Mainland Q1 2026 vs RMB49.1B in Q1 2025
Overseas net revenue RMB948.9M Q1 2026 overseas revenue, +34.5% YoY, 29.6% of total
Cash & cash equivalents RMB4,687.8M Balance as of March 31, 2026
Short-term investments RMB2,643.8M Mainly wealth management products and term deposits, March 31, 2026
Share repurchases US$39.4M Q1 2026 repurchases of Class A ordinary shares/ADSs
Dividend per ADS US$0.306 8th annual dividend, up 10.5% year over year

Market Reality Check

Price: $4.49 Vol: Volume 2,386,152 vs 20-da...
high vol
$4.49 Last Close
Volume Volume 2,386,152 vs 20-day avg 963,316, a relative volume of 2.48x ahead of/into this report. high
Technical Shares at 4.49, trading below the 200-day MA of 5.98 and near the 52-week low of 4.3503.

Peers on Argus

FINV fell 6.07% while key peers like LX rose (6.52% today, and flagged in moment...
1 Up

FINV fell 6.07% while key peers like LX rose (6.52% today, and flagged in momentum at +2.55%). Other peers (NAVI, ATLC, EZPW, WRLD) were modestly positive, pointing to stock‑specific pressure rather than a sector-wide move.

Previous Earnings Reports

5 past events · Latest: Mar 16 (Positive)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Mar 16 Q4/FY25 earnings Positive +12.6% Full-year 2025 revenue and profit growth with strong international expansion.
Nov 19 Q3 2025 earnings Positive -13.9% Q3 2025 revenue and profit growth but market reacted negatively.
Aug 20 Q2 2025 earnings Positive +5.5% Strong Q2 2025 growth, especially internationally, plus solid liquidity.
May 20 Q1 2025 earnings Positive -0.5% Strong Q1 2025 growth across metrics but slight share price decline.
Mar 17 Q4/FY24 earnings Positive +17.5% Q4 2024 revenue and profit growth plus significant shareholder returns.
Pattern Detected

Earnings releases have often been received positively, but there are notable cases where strong fundamentals coincided with negative price reactions, indicating mixed and sometimes contrarian post‑earnings trading.

Recent Company History

Recent earnings releases for FINV have highlighted steady revenue and net profit growth through 2024–2025, with expanding international contribution and consistent capital returns via buybacks and dividends. Market reactions have been mixed: some quarters (e.g., Q4 2024, Q2 2025, Q4 2025) saw strong gains, while others (Q1 and Q3 2025) sold off despite positive operating trends. Today’s Q1 2026 report fits into this sequence as another key checkpoint on growth vs. profitability and regional mix.

Historical Comparison

+4.3% avg move · Past 5 earnings releases saw an average move of 4.26% with mixed direction. Today’s -6.07% reaction ...
earnings
+4.3%
Average Historical Move earnings

Past 5 earnings releases saw an average move of 4.26% with mixed direction. Today’s -6.07% reaction is weaker than typical, but still within the historically wide range of post‑earnings outcomes.

Earnings reports show a progression from strong 2024–2025 growth, led by international expansion, into 2026 where management had already guided for softer revenues amid a tougher China environment.

Market Pulse Summary

This announcement details Q1 2026 results showing declining group net revenue and net profit, alongs...
Analysis

This announcement details Q1 2026 results showing declining group net revenue and net profit, alongside continued expansion in overseas markets and ongoing capital returns via buybacks and a higher dividend. Compared with prior earnings, the mix is shifting further overseas while the Chinese Mainland business normalizes from earlier growth. Key items to watch include credit metrics such as the 3.11% 90‑day+ delinquency ratio, loan mix between risk-bearing and capital-light models, and management’s reiterated 2026 revenue guidance.

Key Terms

american depositary share, ads, non-gaap, ebitda, +4 more
8 terms
american depositary share financial
"announced a cash dividend of US$0.306 per American Depositary Share, up 10.5%"
An American Depositary Share (ADS) is a U.S.-listed certificate that represents a specified number of shares in a foreign company, held by a custodian bank; it works like a receipt that allows U.S. investors to buy and trade foreign equity on American exchanges without dealing with another country’s markets. Investors care because ADSs make foreign stocks easier to access, improve liquidity and settlement in dollars, and can affect dividend payments, voting rights and regulatory oversight compared with buying the underlying foreign shares directly.
ads financial
"Diluted net profit per American depositary share ("ADS") was RMB1.65 (US$0.24)"
Ads are paid promotional messages a company places across media — online, on TV, in print, or on social platforms — to attract customers, explain products, or shape public perception. For investors, ads matter because they drive sales growth, affect how much a company must spend to win customers, and influence brand strength and long-term value. Ads can also create regulatory or reputational risk if claims are misleading, which can affect profits and stock price.
non-gaap financial
"Non-GAAP adjusted EBITDA11, which excludes depreciation and amortization"
Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.
ebitda financial
"Non-GAAP adjusted EBITDA11, which excludes depreciation and amortization"
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It measures a company's profitability by focusing on the money it makes from its core operations, ignoring expenses like taxes and accounting adjustments. Investors use EBITDA to compare how well different companies are performing financially, as it provides a clearer picture of operational success without the influence of financial structure or accounting choices.
capital-light model financial
"RMB15.5 billion was facilitated under the capital-light model, for which the Company"
A capital-light model is a way of running a business that avoids large upfront investments in factories, equipment or real estate by using outsourcing, licensing, digital delivery or partner networks instead. For investors it matters because such companies often need less cash to grow, can scale faster and carry lower fixed costs—potentially boosting returns—while being more exposed to partner risk and competitive pressure, like renting tools instead of buying them.
on-balance sheet loans financial
"increase in the average outstanding loan balances of on-balance sheet loans in both"
On-balance sheet loans are loans that a lender keeps on its own financial statements rather than selling or packaging for others. They show up as assets and are matched with the lender’s capital and reserves, so they directly affect reported profitability, capital strength and risk exposure; think of them like inventory a shop keeps on its shelf rather than consigning to another store. Investors watch them to judge credit risk, earnings stability and capital adequacy.
quality assurance commitment financial
"fair value of quality assurance commitment upon loan origination is released as"
A quality assurance commitment is a company’s explicit promise to maintain consistent product or service standards and follow relevant safety and regulatory rules. For investors it signals lower risk of defects, recalls, fines, or reputational damage—similar to a vehicle owner saying they will always get regular inspections so the car stays reliable—potentially protecting revenue, reducing unexpected costs, and supporting long‑term value.
gaap financial
"U.S. GAAP operating profit10 was RMB598.7 million (US$86.8 million)"
GAAP, or Generally Accepted Accounting Principles, are a set of standardized rules and guidelines that companies follow when preparing their financial statements. They ensure consistency, transparency, and comparability across different companies, making it easier for investors to understand and compare financial information accurately. This helps investors make informed decisions based on trustworthy and uniform financial reports.

AI-generated analysis. Not financial advice.

SHANGHAI, May 25, 2026 /PRNewswire/ -- FinVolution Group ("FinVolution" or the "Company") (NYSE: FINV), a leading fintech platform across China and overseas markets, today announced its unaudited financial results for the first quarter ended March 31, 2026.


For the Three Months Ended/As of

YoY

Change


March 31, 2025

March 31, 2026

Total Transaction Volume (RMB in billions)1

52.1

42.6

-18.2 %

- Chinese Mainland2

49.1

38.5

-21.6 %

- Overseas Markets3

3.0

4.1

36.7 %





Total Outstanding Loan Balance (RMB in billions)

74.1

67.7

-8.6 %

- Chinese Mainland4

72.2

65.1

-9.8 %

- Overseas Markets5

1.9

2.6

36.8 %

First Quarter 2026 Highlights

Chinese Mainland Market

  • Cumulative registered users reached 190.0 million as of March 31, 2026, an increase of 7.2% compared with March 31, 2025.
  • Cumulative borrowers reached 29.6 million as of March 31, 2026, an increase of 8.4% compared with March 31, 2025.
  • Number of unique borrowers6 for the first quarter of 2026 was 1.7 million, a decrease of 22.7% compared with the same period of 2025.
  • Transaction volume2 was RMB38.5 billion for the first quarter of 2026, a decrease of 21.6% compared with the same period of 2025.
  • Transaction volume facilitated for repeat individual borrowers7 for the first quarter of 2026 was RMB31.4 billion, a decrease of 26.3% compared with the same period of 2025.
  • Outstanding loan balance4 was RMB65.1 billion as of March 31, 2026, a decrease of 9.8% compared with March 31, 2025.
  • Average loan size was RMB12,098 for the first quarter of 2026, compared with RMB10,494 for the same period of 2025.
  • Average loan tenure was 8.5 months for the first quarter of 2026, compared with 8.2 months for the same period of 2025.
  • 90 day+ delinquency ratio8 was 3.11% as of March 31, 2026.
  • Net revenue9 was RMB2,216.1 million (US$321.3 million) for the first quarter of 2026, compared with RMB2,770.2 million for the same period of 2025.
  • U.S. GAAP operating profit10 was RMB598.7 million (US$86.8 million) for the first quarter of 2026, compared with RMB913.1 million for the same period of 2025.
  • Non-GAAP adjusted EBITDA11, which excludes depreciation and amortization and share-based compensation expenses from operating profit, was RMB614.9 million (US$89.1 million) for the first quarter of 2026, compared with RMB930.1 million for the same period of 2025.

Overseas Markets

  • Cumulative registered users reached 56.5 million as of March 31, 2026, an increase of 45.2% compared with March 31, 2025.
  • Cumulative borrowers reached 13.4 million as of March 31, 2026, an increase of 76.3% compared with March 31, 2025.
  • Number of unique borrowers12 for the first quarter of 2026 was 4.5 million, an increase of 155.4% compared with the same period of 2025.
  • Number of new borrowers13 for the first quarter of 2026 was 1.7 million, an increase of 160.0% compared with the same period of 2025.
  • Transaction volume3 reached RMB4.1 billion for the first quarter of 2026, an increase of 36.7% compared with the same period of 2025.
  • Outstanding loan balance5 reached RMB2.6 billion as of March 31, 2026, an increase of 36.8% compared with March 31, 2025.
  • Net revenue14 was RMB948.9 million (US$137.6 million) for the first quarter of 2026, an increase of 34.5% compared with the same period of 2025, representing 29.6% of total revenue for the first quarter of 2026.
  • U.S. GAAP operating profit10 was RMB45.8 million (US$6.6 million) for the first quarter of 2026, compared with RMB24.4 million for the same period of 2025.
  • Non-GAAP adjusted EBITDA11, which excludes depreciation and amortization and share-based compensation expenses from operating profit, was RMB47.5 million (US$6.9 million) for the first quarter of 2026, compared with RMB25.5 million for the same period of 2025.

Group Financial Highlights

  • Net revenue was RMB3,210.1 million (US$465.4 million) for the first quarter of 2026, compared with RMB3,481.0 million for the same period of 2025.
  • Net profit was RMB421.1 million (US$61.0 million) for the first quarter of 2026, compared with RMB737.6 million for the same period of 2025.
  • U.S. GAAP operating profit was RMB546.8 million (US$79.3 million) for the first quarter of 2026, compared with RMB883.2 million for the same period of 2025.
  • Non-GAAP adjusted operating profit15, which excludes share-based compensation expenses before tax, was RMB585.0 million (US$84.8 million) for the first quarter of 2026, compared with RMB917.9 million for the same period of 2025.
  • Diluted net profit per American depositary share ("ADS") was RMB1.65 (US$0.24) and diluted net profit per share was RMB0.33 (US$0.05) for the first quarter of 2026, compared with RMB2.84 and RMB0.57 for the same period of 2025, respectively.
  • Non-GAAP diluted net profit per ADS was RMB1.80 (US$0.26) and non-GAAP diluted net profit per share was RMB0.36 (US$0.05) for the first quarter of 2026, compared with RMB2.97 and RMB0.59 for the same period of 2025, respectively. Each ADS of the Company represents five Class A ordinary shares of the Company.

________________________________________________________________

1 Represents the total transaction volume facilitated in the Chinese Mainland and overseas markets on the Company's platform during the period presented.

2 Represents our transaction volume facilitated in the Chinese Mainland during the period presented. During the first quarter, RMB15.5 billion was facilitated under the capital-light model, for which the Company does not bear principal risk.

3 Represents our transaction volume facilitated in Indonesia, the Philippines and Australia during the period presented.

4 Outstanding loan balance as of any date refers to the balance of outstanding loans in the Chinese Mainland market excluding loans delinquent for more than 180 days from such date. As of March 31, 2026, RMB35.0 billion was facilitated under the capital-light model, for which the Company does not bear principal risk.

5 Outstanding loan balance as of any date refers to the balance of outstanding loans in Indonesia, the Philippines and Australia excluding loans delinquent for more than 30 days from such date. 

6 Represents the total number of borrowers in the Chinese Mainland who successfully borrowed on the Company's platform during the period presented.

7 Represents the transaction volume facilitated for borrowers who had historically completed a transaction on the Company's platform in the Chinese Mainland during the period presented.

8 "90 day+ delinquency ratio" refers to the outstanding principal balance of loans, excluding loans facilitated under the capital-light model, that were 90 to 179 calendar days past due as a percentage of the total outstanding principal balance of loans, excluding loans facilitated under the capital-light model on the Company's platform as of a specific date. Loans that originated outside the Chinese Mainland are not included in the calculation.

9 Represents revenue from the Chinese Mainland. Prior period segment results from the Chinese Mainland have been recast to conform to the current period presentation. Please refer to the "Selected Segment Information" tables at the end of this release for a breakdown by segment for the periods presented.

10 Please refer to the "Selected Segment Information" tables at the end of this release for reconciliation between Operating Segment Profit/(Loss) and GAAP operating profit.

11 Please refer to the "Selected Segment Information" tables at the end of this release for reconciliation between GAAP operating profit and Non-GAAP adjusted EBITDA.

12 Represents the total number of borrowers in Indonesia, the Philippines and Australia who successfully borrowed on the Company's platforms during the period presented.

13 Represents the total number of new borrowers in Indonesia, the Philippines and Australia whose transactions were facilitated on the Company's platforms during the period presented.

14 Represents revenue from overseas markets outside the Chinese Mainland, namely Indonesia, the Philippines, and Australia. Prior period segment results from overseas markets have been recast to conform to the current period presentation. Please refer to "Selected Segment Information" for a breakdown by segment for the periods presented.

15 Please refer to "UNAUDITED Reconciliation of GAAP and Non-GAAP Results" for reconciliation between GAAP and Non-GAAP adjusted operating profit.

Mr. Tiezheng Li, Vice Chairman and Chief Executive Officer of FinVolution, commented, "In the first quarter, we delivered continued growth in our overseas business and a resilient performance in the Chinese Mainland segment against an evolving regulatory backdrop, demonstrating the strength of our two-engine model. Beginning this quarter, we are reporting our overseas business as a separate reportable segment, reflecting our strategic trajectory and the earnings power of our diversified business.

"In our Chinese Mainland segment, we executed with discipline, acquiring approximately 0.6 million new borrowers while prioritizing asset quality, customer quality and unit economics. The segment remained stable and profitable, reinforcing its role as the anchor of our operating cash flow.

"Our Overseas Markets segment delivered robust year-over-year revenue growth, contributing 29.6% of our total first quarter revenue. Our 'Local Excellence, Global Outlook+' strategy of transferring proven risk management and operational capabilities across regions drove strong year-over-year loan volume growth and more than doubled our unique overseas borrowers, underscoring our accelerating global traction.

"Looking ahead, we will continue to manage our China business prudently while expanding our overseas platform with deeper integration into the local ecosystems. Supported by strong technology advantages and a healthy balance sheet, we are well-positioned to continue creating durable value for customers and delivering sustainable financial returns for our stakeholders," concluded Mr. Li.

Mr. Jiayuan Xu, Chief Financial Officer of FinVolution, continued, "Total net revenues for the first quarter were RMB3.2 billion, up 6.2% sequentially. Early signs of credit recovery in our Chinese Mainland business supported a recovery in loan origination volume to RMB38.5 billion, driving a 6.9% sequential increase in Chinese Mainland net revenue to RMB2.2 billion. In our overseas markets, revenue grew 34.5% year over year to RMB948.9 million, and operating profit reached RMB45.8 million, up 87.7% year over year, highlighting our overseas platform's scalability and growing operating leverage.

"Meanwhile, we continued to return capital to our shareholders, executing share repurchases totaling US$39.4 million in the first quarter alongside our 8th annual dividend of US$0.306 per ADS in May, a 10.5% increase year over year. We reiterate our full-year 2026 revenue guidance of approximately RMB11.5 billion to RMB12.9 billion, which reflects the expected near-term impact of China's regulatory environment. We remain confident in the resilience of our model and committed to long-term value creation," concluded Mr. Xu.

First Quarter 2026 Financial Results

Net revenue for the first quarter of 2026 was RMB3,210.1 million (US$465.4 million), compared with RMB3,481.0 million for the same period of 2025. This decrease was primarily due to decreases in loan facilitation service fees, post-facilitation service fees and guarantee income, partially offset by increases in net interest income and other revenue.

Loan facilitation service fees were RMB1,181.3 million (US$171.3 million) for the first quarter of 2026, compared with RMB1,477.8 million for the same period of 2025. The decrease was primarily due to decreases in the transaction volume and average rate of transaction service fees in the Chinese Mainland market, partially offset by the increase in transaction volume in overseas markets.

Post-facilitation service fees were RMB348.3 million (US$50.5 million) for the first quarter of 2026, compared with RMB380.6 million for the same period of 2025. This decrease was primarily due to the rolling impact of deferred transaction fees. 

Guarantee income was RMB886.1 million (US$128.5 million) for the first quarter of 2026, compared with RMB1,099.5 million for the same period of 2025. This decrease was primarily due to the decrease in risk-bearing loans in the Chinese Mainland market, as well as the rolling impact of deferred guarantee income. The fair value of quality assurance commitment upon loan origination is released as guarantee income systematically over the term of the loans subject to quality assurance commitment. 

Net interest income was RMB484.7 million (US$70.3 million) for the first quarter of 2026, compared with RMB241.6 million for the same period of 2025. This increase mainly resulted from the increase in the average outstanding loan balances of on-balance sheet loans in both the Chinese Mainland and overseas markets, partially offset by the decrease in interest yield in the Chinese Mainland market.

Other revenue was RMB309.7 million (US$44.9 million) for the first quarter of 2026, compared with RMB281.5 million for the same period of 2025. This increase was primarily due to the increase in the contributions from other revenue streams, including other value-added services.

Origination, servicing expenses and other costs of revenue were RMB745.2 million (US$108.0 million) for the first quarter of 2026, compared with RMB620.5 million for the same period of 2025. This increase was primarily driven by the increase in employee expenditures and higher loan collection expenses in both the Chinese Mainland and overseas markets.

Sales and marketing expenses were RMB492.4 million (US$71.4 million) for the first quarter of 2026, compared with RMB529.7 million for the same period of 2025. This decrease was primarily due to improved efficiency and decreased investment in marketing activities in the Chinese Mainland market.

Research and development expenses were RMB125.5 million (US$18.2 million) for the first quarter of 2026, compared with RMB126.0 million for the same period of 2025. This decrease was primarily due to efficiency improvements in technology development.

General and administrative expenses were RMB113.8 million (US$16.5 million) for the first quarter of 2026, compared with RMB106.9 million for the same period of 2025, primarily due to an increase in office expenses.

Provision for accounts receivable and contract assets was RMB111.5 million (US$16.2 million) for the first quarter of 2026, compared with RMB117.7 million for the same period of 2025. The decrease was primarily due to decreased transaction volume of off-balance sheet loans in the Chinese Mainland market, partially offset by the increase in volume of off-balance sheet loans in overseas markets. 

Provision for loans receivable was RMB218.1 million (US$31.6 million) for the first quarter of 2026, compared with RMB85.4 million for the same period of 2025. This increase was primarily due to the increase in the outstanding loan balance of on-balance sheet loans in the Chinese Mainland and overseas markets.

Credit losses for quality assurance commitment were RMB856.6 million (US$124.2 million) for the first quarter of 2026, compared with RMB1,011.6 million for the same period of 2025. The decrease was primarily due to the decrease in risk-bearing loans in the Chinese Mainland market.

Operating profit was RMB546.8 million (US$79.3 million) for the first quarter of 2026, compared with RMB883.2 million for the same period of 2025.

Non-GAAP adjusted operating profit, which excludes share-based compensation expenses before tax, was RMB585.0 million (US$84.8 million) for the first quarter of 2026, compared with RMB917.9 million for the same period of 2025.

Other income/(expenses) was an expense of RMB15.5 million (US$2.3 million) for the first quarter of 2026, compared with income of RMB9.0 million for the same period of 2025. The decrease was mainly due to foreign exchange losses.

Income tax expense was RMB93.1 million (US$13.5 million) for the first quarter of 2026, compared with RMB153.9 million for the same period of 2025. This decrease was mainly due to the decrease in pre-tax profit.

Net profit was RMB421.1 million (US$61.0 million) for the first quarter of 2026, compared with RMB737.6 million for the same period of 2025.

Net profit attributable to ordinary shareholders of the Company was RMB415.1 million (US$60.2 million) for the first quarter of 2026, compared with RMB746.4 million for the same period of 2025.

Diluted net profit per ADS was RMB1.65 (US$0.24) and diluted net profit per share was RMB0.33 (US$0.05) for the first quarter of 2026, compared with RMB2.84 and RMB0.57 for the same period of 2025, respectively.

Non-GAAP diluted net profit per ADS was RMB1.80 (US$0.26) and non-GAAP diluted net profit per share was RMB0.36 (US$0.05) for the first quarter of 2026, compared with RMB2.97 and RMB0.59 for the same period of 2025, respectively. Each ADS represents five Class A ordinary shares of the Company.

As of March 31, 2026, the Company had cash and cash equivalents of RMB4,687.8 million (US$679.6 million) and short-term investments, mainly in wealth management products and term deposits, of RMB2,643.8 million (US$383.3 million).

The following chart shows the historical cumulative 30-day plus past due delinquency rates by loan origination vintage for loan products facilitated through the Company's platform in the Chinese Mainland as of March 31, 2026. Loans facilitated under the capital-light model, for which the Company does not bear principal risk, are excluded from the chart.

 Click here to view the chart.

Shares Repurchase Update

For the first quarter of 2026, the Company deployed approximately US$39.4 million to repurchase its own Class A ordinary shares in the form of ADSs. As of March 31, 2026, in combination with the Company's historical and existing share repurchase programs, the Company had cumulatively repurchased its own Class A ordinary shares in the form of ADSs with a total aggregate value of approximately US$516.7 million since 2018.

Business Outlook

Strong execution of the Company's 'Local Excellence, Global Outlook+' Strategy drove a resilient first quarter performance despite domestic macro headwinds and seasonal softness. The Company reiterates its full-year 2026 total revenue guidance to be in the range of approximately RMB11.5 billion to RMB12.9 billion.

The above forecast is based on the current market conditions and reflects the Company's current preliminary views and expectations on market and operational conditions and the regulatory and operating environment, as well as customers' and institutional partners' demands, all of which are subject to change.

Conference Call

The Company's management will host an earnings conference call at 8:30 PM U.S. Eastern Time on May 25, 2026 (8:30 AM Beijing/Hong Kong Time on May 26, 2026).

Participants should complete online registration using the link provided below at least 15 minutes before the scheduled start time. Upon registration, participants will receive the conference call access information, including dial-in numbers, a personal PIN and an e-mail with detailed instructions to join the conference call.

Participant Online Registration:
https://register-conf.media-server.com/register/BIf9feb90f9176441083910b143e67c48d

Additionally, a live and archived webcast of the conference call will be available on the Company's investor relations website at https://ir.finvgroup.com.

About FinVolution Group 

FinVolution Group is a leading fintech platform with strong brand recognition across China and overseas markets, connecting borrowers of the young generation with financial institutions. Established in 2007, the Company is a pioneer in China's online consumer finance industry and has developed innovative technologies and has accumulated in-depth experience in the core areas of credit risk assessment, fraud detection, big data and artificial intelligence. The Company's platforms, empowered by proprietary cutting-edge technologies, features a highly automated loan transaction process, which enables a superior user experience. As of March 31, 2026, the Company had 246.5 million cumulative registered users across China and overseas markets.

For more information, please visit https://ir.finvgroup.com

Use of Non-GAAP Financial Measures

We use non-GAAP adjusted operating profit, non-GAAP operating margin, non-GAAP adjusted EBITDA, non-GAAP net profit, non-GAAP net profit attributable to FinVolution Group, and non-GAAP basic and diluted net profit per share and per ADS which are non-GAAP financial measures, in evaluating our operating results and for financial and operational decision-making purposes. We believe that these non-GAAP financial measures help identify underlying trends in our business by excluding the impact of share-based compensation expenses and expected discretionary measures. We believe that non-GAAP financial measures provide useful information about our operating results, enhance the overall understanding of our past performance and future prospects and allow for greater visibility with respect to key metrics used by our management in its financial and operational decision-making.

Non-GAAP adjusted operating profit, non-GAAP operating margin, non-GAAP adjusted EBITDA, non-GAAP net profit, non-GAAP net profit attributable to FinVolution Group, and non-GAAP basic and diluted net profit per share and per ADS are not defined under U.S. GAAP and are not presented in accordance with U.S. GAAP. These non-GAAP financial measures have limitations as analytical tool, and when assessing our operating performance, cash flows or our liquidity, investors should not consider it in isolation, or as a substitute for net income, cash flows provided by operating activities or other consolidated statements of operation and cash flow data prepared in accordance with U.S. GAAP. The Company encourages investors and others to review our financial information in its entirety and not rely on a single financial measure.

For more information on this non-GAAP financial measure, please see the table captioned "Reconciliations of GAAP and Non-GAAP results" set forth at the end of this press release.

Exchange Rate Information

This announcement contains translations of certain RMB amounts into U.S. dollars at a specified rate solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars are made at a rate of RMB6.8980 to US$1.00, the rate in effect as of March 31, 2026 as certified for customs purposes by the Federal Reserve Bank of New York.

Safe Harbor Statement

This press release contains forward-looking statements. These statements constitute "forward-looking" statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates," "target," "confident" and similar statements. Such statements are based upon management's current expectations and current market and operating conditions and relate to events that involve known or unknown risks, uncertainties and other factors, all of which are difficult to predict and many of which are beyond the Company's control. Forward-looking statements involve risks, uncertainties and other factors that could cause actual results to differ materially from those contained in any such statements. Potential risks and uncertainties include, but are not limited to, uncertainties as to the Company's ability to attract and retain borrowers and investors on its marketplace, its ability to increase volume of loans facilitated through the Company's marketplace, its ability to introduce new loan products and platform enhancements, its ability to compete effectively, laws, regulations and governmental policies relating to the online consumer finance industry in China, general economic conditions in China, and the Company's ability to meet the standards necessary to maintain listing of its ADSs on the NYSE, including its ability to cure any non-compliance with the NYSE's continued listing criteria. Further information regarding these and other risks, uncertainties or factors is included in the Company's filings with the U.S. Securities and Exchange Commission. All information provided in this press release is as of the date of this press release, and FinVolution does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law.

For investor and media inquiries, please contact:

In China:
FinVolution Group
Head of Capital Markets
Yam Cheng
Tel: +86 (21) 8030-3200 Ext. 8601
E-mail: ir@xinye.com 

Piacente Financial Communications
Jenny Cai
Tel: +86 (10) 6508-0677
E-mail: finv@tpg-ir.com   

In the United States:
Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
E-mail: finv@tpg-ir.com

FinVolution Group

UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS

(All amounts in thousands, except share data, or otherwise noted)



As of December 31,


As of March 31,


2025


2026


RMB


RMB

USD

Assets





Cash and cash equivalents

4,285,121


4,687,773

679,584

Restricted cash

1,912,850


1,862,880

270,061

Short-term investments

3,015,226


2,643,817

383,273

Investments

1,141,816


1,142,087

165,568

Quality assurance receivable, net of credit loss allowance for
  quality assurance receivable of RMB581,475 and RMB616,214
  as of December 31, 2025 and March 31, 2026, respectively  

1,315,184


 

1,376,678

 

199,576

Intangible assets

270,246


270,246

39,177

Property, equipment and software, net

641,316


625,456

90,672

Loans receivable, net of credit loss allowance for loans receivable
  of RMB544,905 and RMB572,937 as of December 31, 2025 and
  March 31, 2026, respectively

6,471,619


 

6,963,186

 

1,009,450

Accounts receivable and contract assets, net of credit loss
  allowance for accounts receivable and contract assets of
  RMB340,816 and RMB349,157 as of December 31, 2025 and
  March 31, 2026, respectively 

2,028,585


1,599,215

231,838

Deferred tax assets

2,992,071


3,219,281

466,698

Right of use assets

52,020


50,340

7,298

Prepaid expenses and other assets

1,207,791


1,168,487

169,395

Goodwill

79,759


79,759

11,563

Total assets

25,413,604


25,689,205

3,724,153

Deferred guarantee income

1,119,004


1,130,264

163,854

Liability from quality assurance commitment

2,574,842


2,374,176

344,183

Payroll and welfare payable

361,188


186,742

27,072

Taxes payable

177,064


428,808

62,164

Short-term borrowings

170,408


192,101

27,849

Funds payable to investors of consolidated trusts

778,531


974,768

141,312

Contract liability

226


-

-

Deferred tax liabilities

786,556


787,615

114,180

Accrued expenses and other liabilities

1,448,231


1,380,470

200,126

Leasing liabilities

44,711


44,760

6,489

Dividends payable

-


506,708

73,457

Convertible senior notes

1,019,266


1,005,162

145,718

Long-term borrowings

89,590


132,118

19,153

Total liabilities

8,569,617


9,143,692

1,325,557

Commitments and contingencies





FinVolution Group Shareholders' equity





Ordinary shares

103


103

15

Additional paid-in capital

5,908,586


5,942,443

861,473

Treasury stock

(2,465,259)


(2,736,995)

(396,781)

Statutory reserves

1,042,312


1,042,312

151,104

Accumulated other comprehensive income

13,027


38,083

5,521

Retained Earnings

12,051,332


11,959,686

1,733,790

Total FinVolution Group shareholders' equity

16,550,101


16,245,632

2,355,122

Non-controlling interest

293,886


299,881

43,474

Total shareholders' equity

16,843,987


16,545,513

2,398,596

Total liabilities and shareholders' equity

25,413,604


25,689,205

3,724,153

 

 

FinVolution Group

UNAUDITED INTERIM CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME

(All amounts in thousands, except share data, or otherwise noted)



For the Three Months Ended March 31,


2025


2026


RMB


RMB

USD






Operating revenue:





Loan facilitation service fees

1,477,798


1,181,314

171,255

Post-facilitation service fees

380,614


348,343

50,499

Guarantee income

1,099,514


886,069

128,453

        Net interest income

241,614


484,681

70,264

Other revenue

281,501


309,655

44,890

Net revenue

3,481,041


3,210,062

465,361

Operating expenses:





       Origination, servicing expenses and other costs of revenue

(620,465)


(745,172)

(108,027)

Sales and marketing expenses

(529,703)


(492,447)

(71,390)

Research and development expenses

(126,041)


(125,459)

(18,188)

General and administrative expenses

(106,894)


(113,843)

(16,504)

Provision for accounts receivable and contract assets

(117,718)


(111,514)

(16,166)

Provision for loans receivable

(85,414)


(218,148)

(31,625)

Credit losses for quality assurance commitment

(1,011,615)


(856,637)

(124,186)

Total operating expenses

(2,597,850)


(2,663,220)

(386,086)

Operating profit

883,191


546,842

79,275

Interest expenses

(652)


(17,147)

(2,486)

Other income/(expenses), net

9,033


(15,521)

(2,250)

Profit before income tax expense

891,572


514,174

74,539

Income tax expenses

(153,931)


(93,117)

(13,499)

Net profit

737,641


421,057

61,040

Less: Net (loss)/profit attributable to non-controlling interest shareholders

(8,765)


5,995

869

Net profit attributable to FinVolution Group

746,406


415,062

60,171

Foreign currency translation adjustment, net of nil tax

(16,273)


25,056

3,632

Total comprehensive income attributable to FinVolution Group

730,133


440,118

63,803

Weighted average number of ordinary shares used in computing net profit per share





Basic

1,265,759,932


1,194,294,986

1,194,294,986

Diluted

1,315,948,116


1,283,838,301

1,283,838,301

Net profit per share attributable to FinVolution Group's ordinary shareholders





Basic

0.59


0.35

0.05

Diluted

0.57


0.33

0.05

Net profit per ADS attributable to FinVolution Group's ordinary shareholders (one ADS equals five ordinary shares)





Basic

2.95


1.74

0.25

Diluted

2.84


1.65

0.24

 

 

FinVolution Group

UNAUDITED INTERIM CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(All amounts in thousands, except share data, or otherwise noted)



Three Months Ended March 31,


2025


2026


RMB


RMB


USD

Net cash provided by operating activities

522,335


225,990


32,760

Net cash provided by investing activities

365,196


146,022


21,168

Net cash (used in)/provided by financing activities

(198,331)


9,418


1,366

Effect of exchange rate changes on cash and cash equivalents

(11,265)


(28,748)


(4,166)

Net increase in cash, cash equivalents and restricted cash

677,935


352,682


51,128

Cash, cash equivalents and restricted cash at beginning of period

6,747,072


6,197,971


898,517

Cash, cash equivalents and restricted cash at end of period

7,425,007


6,550,653


949,645

 

 

FinVolution Group

UNAUDITED Reconciliation of GAAP and Non-GAAP Results

(All amounts in thousands, except share data, or otherwise noted)



For the Three Months Ended March 31,


2025


2026


RMB


RMB

USD






Net Revenue

3,481,041


3,210,062

465,361

Less: total operating expenses

(2,597,850)


(2,663,220)

(386,086)

Operating Profit

883,191


546,842

79,275

Add: share-based compensation expenses

34,679


38,173

5,534

Non-GAAP adjusted operating profit

917,870


585,015

84,809






Operating Margin

25.4 %


17.0 %

17.0 %

Non-GAAP operating margin

26.4 %


18.2 %

18.2 %

Non-GAAP adjusted operating profit

917,870


585,015

84,809

Less: interest expenses

(652)


(17,147)

(2,486)

Add: other income/(expenses), net

9,033


(15,521)

(2,250)

Less: income tax expenses

(153,931)


(93,117)

(13,499)

Non-GAAP net profit

772,320


459,230

66,574

Less: Net (loss)/profit attributable to non-controlling interest shareholders

(8,765)


5,995

869

Non-GAAP net profit attributable to FinVolution Group

781,085


453,235

65,705






Weighted average number of ordinary shares used in computing net profit per share





Basic

1,265,759,932


1,194,294,986

1,194,294,986

Diluted

1,315,948,116


1,283,838,301

1,283,838,301

Non-GAAP net profit per share attributable to FinVolution Group's ordinary shareholders





Basic

0.62


0.38

0.06

Diluted

0.59


0.36

0.05

Non-GAAP net profit per ADS attributable to FinVolution Group's ordinary shareholders (one ADS equals
five ordinary shares)





Basic

3.09


1.90

0.28

Diluted

2.97


1.80

0.26

 

 

FinVolution Group

Selected Segment Information 

(All amounts in thousands, except share data, or otherwise noted)


For the Three Months Ended March 31, 2026







Chinese Mainland

Overseas Markets(1)

Others(2)

Elimination

Total


RMB

RMB

RMB

RMB

RMB

Net Revenue

2,216,096

948,946

50,148

(5,128)

3,210,062

Less(3): Operating Expenses (4)

(1,617,349)

(903,196)

(88,761)

5,128

(2,604,178)

Operating Segment Profit/(Loss)

598,747

45,750

(38,613)

-

605,884

Less: Unallocated expenses(5)





(59,042)

Operating profit





546,842



For the Three Months Ended March 31, 2025







Chinese Mainland

Overseas Markets(1)

Others(2)

Elimination

Total


RMB

RMB

RMB

RMB

RMB

Net Revenue

2,770,160

705,343

8,250

(2,712)

3,481,041

Less(3): Operating Expenses (4)

(1,857,018)

(680,964)

(27,901)

2,712

(2,563,171)

Operating Segment Profit/(Loss)

913,142

24,379

(19,651)

-

917,870

Less: Unallocated expenses(5)





(34,679)

Operating profit





883,191


Notes:

(1): "Overseas Markets" includes Indonesia, the Philippines and Australia.

(2): "Others" includes a combination of multiple business activities that each does not meet the quantitative thresholds to qualify as reportable segments.

(3): The significant expense categories and amounts align with the segment-level information that is regularly provided to the CODM.

(4): "Operating Expenses" includes Origination, servicing expenses and other costs of revenue, Sales and marketing expenses, General and
administrative expenses, Research and development expenses, Credit losses for quality assurance commitment, Provision for loans receivable and Provision
for accounts receivable and contract assets.

(5): Unallocated expenses are mainly related to share-based compensation, impairment of goodwill of prior acquisitions, and other miscellaneous items that
are not allocated to segments. These expenses are excluded from segment results as they are not reviewed by the CODM as part of segment performance.

 

 

FinVolution Group

Selected Segment Information

(All amounts in thousands, except share data, or otherwise noted)


For the Three Months Ended March 31, 2026







Chinese Mainland

Overseas Markets

Others

Unallocated expenses

Total


RMB

RMB

RMB

RMB

RMB

Operating profit

598,747

45,750

(38,613)

(59,042)

546,842

Add: Depreciation and amortization

16,180

1,785

116

-

18,081

Add: Share-based compensation expenses

-

-

-

38,173

38,173

Non-GAAP Adjusted EBITDA

614,927

47,535

(38,497)

(20,869)

603,096



For the Three Months Ended March 31, 2025







Chinese Mainland

Overseas Markets

Others

Unallocated expenses

Total


RMB

RMB

RMB

RMB

RMB

Operating profit

913,142

24,379

(19,651)

(34,679)

883,191

Add: Depreciation and amortization

16,919

1,104

11

-

18,034

Add: Share-based compensation expenses

-

-

-

34,679

34,679

Non-GAAP Adjusted EBITDA

930,061

25,483

(19,640)

-

935,904


Note:

"Non-GAAP Adjusted EBITDA" represents operating profit (loss) plus (a) depreciation and amortization expenses and (b) share-based compensation expenses.

 

Cision View original content:https://www.prnewswire.com/news-releases/finvolution-group-reports-first-quarter-2026-unaudited-financial-results-302781329.html

SOURCE FinVolution Group

FAQ

How did FinVolution (NYSE: FINV) perform financially in Q1 2026?

FinVolution reported lower year-over-year results, with net revenue of RMB3,210.1 million and net profit of RMB421.1 million. According to the company, operating profit was RMB546.8 million and diluted net profit per ADS was RMB1.65, with non-GAAP diluted net profit per ADS at RMB1.80.

How did FinVolution's overseas segment perform in the first quarter of 2026?

FinVolution’s overseas segment grew rapidly in Q1 2026. According to the company, overseas net revenue rose 34.5% year over year to RMB948.9 million, operating profit reached RMB45.8 million, and unique borrowers increased 155.4% to 4.5 million, with transaction volume up 36.7%.

What happened to FinVolution's Chinese Mainland loan volume and borrowers in Q1 2026?

FinVolution’s Chinese Mainland business saw reduced activity in Q1 2026. According to the company, transaction volume declined 21.6% year over year to RMB38.5 billion and unique borrowers fell 22.7% to 1.7 million, while outstanding loan balance decreased 9.8% to RMB65.1 billion.

What capital return actions did FinVolution take for shareholders in Q1 2026?

FinVolution returned cash through buybacks and dividends. According to the company, it repurchased US$39.4 million of shares in Q1 2026 and paid its eighth annual dividend of US$0.306 per ADS in May, representing a 10.5% year-over-year increase.

What is FinVolution's full-year 2026 revenue guidance and outlook for FINV investors?

FinVolution reaffirmed its 2026 revenue outlook despite regulatory headwinds. According to the company, full-year 2026 net revenue guidance remains approximately RMB11.5 billion to RMB12.9 billion, reflecting expected near-term impact from China’s regulatory environment while emphasizing confidence in its business model and long-term value creation.

How did FinVolution's asset quality and provisions change in Q1 2026?

FinVolution’s credit metrics showed mixed movements in Q1 2026. According to the company, the 90 day+ delinquency ratio in the Chinese Mainland was 3.11%, while provision for loans receivable increased to RMB218.1 million and credit losses for quality assurance commitment decreased to RMB856.6 million year over year.

How did FinVolution's operating expenses evolve in Q1 2026?

FinVolution’s cost base shifted across categories in Q1 2026. According to the company, origination, servicing and other costs rose to RMB745.2 million, sales and marketing expenses declined to RMB492.4 million, research and development was RMB125.5 million, and general and administrative expenses increased to RMB113.8 million.