)
Bohai Leasing (000415) investor relations material
Bohai Leasing Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for the first three quarters reached ¥40.28 billion, up 60.58% year-over-year, driven by increased aircraft sales and leasing income.
Net loss attributable to shareholders was ¥1.37 billion, a decrease of 186.31% year-over-year, mainly due to a ¥3.277 billion goodwill impairment from the sale of GSCL.
Excluding the impairment, net profit attributable to shareholders was ¥1.904 billion, up 19.75% year-over-year.
Aircraft leasing business profit increased due to strong global air travel demand and high aircraft market values.
Financial highlights
Operating cash flow for the period was ¥17.78 billion, down 4.88% year-over-year.
Basic and diluted EPS were -¥0.2219, down 186.31% year-over-year.
Total assets at period end were ¥286.33 billion, nearly flat from the previous year.
Shareholders’ equity decreased by 8.3% to ¥28.86 billion.
Gross margin and other profitability metrics were impacted by the one-time impairment.
Outlook and guidance
Aircraft market value, lease rates, and renewal rates remain high due to robust demand and limited manufacturer capacity.
Ongoing optimization of fleet structure and focus on core aircraft leasing business.
- TimeTickerHeadlineOpen
- DNB
Q4 2025 saw strong growth and high returns, but annual profit fell due to higher costs and impairments. - DNB
Q4 2025 profit NOK 11.6bn, 16.6% ROE, NOK 18 dividend, and strong CET1 at 17.9%. - PARADEEP
Revenue and profit surged on higher volumes, MCFL merger, and expansion, with regulatory changes noted. - 2454
Q4 2025 saw strong revenue growth but lower net income and margins amid rising costs. - QBY
Profitability focus drives AI investment, international growth, and share buyback plans. - WRT1V
All-time high profit and cash flow, with robust Marine and Energy growth and key divestments. - NOBA
Record profit growth, robust capital, and SME expansion via acquisition in 2025. - 8354
Profit and net income rose over 15% YoY, with higher guidance and improved asset quality. - 4208
Operating profit surged 52% despite lower sales, driven by restructuring and acquisitions. - SAP
Earnings declined sharply on lower prices and volumes, with a net loss and higher leverage.
Next Bohai Leasing earnings date
Next Bohai Leasing earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)