英文【摩根大通】OneMain控股公司（OMF,OMF US）：OneMain Holdings第一季度呈现积极信贷趋势；管理层保持储备谨慎态度

报告摘要

North America Equity Research 1Q Delivers Positive Credit Trends; Mgmt. Maintains OMF announced 1Q25 adj. C&I EPS of $1.72, in line with JPMe of $1.73 and

核心要点

30 April 2025
2026.
1.46
1.02
1.26
1.16
4.89
1.72A

报告信息

文件全名: 《英文【摩根大通】OneMain控股公司（OMF,OMF US）：OneMain Holdings第一季度呈现积极信贷趋势；管理层保持储备谨慎态度-15页.pdf》
适合读者: 战略规划行业研究员
核心数据: above the consensus estimate of $1.57. Total NCOs were 8.17%, better than JPMe
8.50% and consensus estimate of 8.31%, with 30+ day DQs improving Y/Y (41bps to 5.16%). OMF remains confident in achieving its 2025 guidance.
estimate of $8.38 (down from $8.45), implying a 14.4% annualized total return
Our NIM estimate is unchanged at 16.9% in 2025 and 17.1% in 2026.
Our NCO estimate is essentially unchanged at 7.86% in 2025 and 7.29% in
核心议题: 管理

常见问题

《英文【摩根大通】OneMain控股公司（OMF,OMF US）：OneMain Holdings第一季度呈现积极信贷趋势；管理层保持储备谨慎态度》主要包含哪些内容?

North America Equity Research 1Q Delivers Positive Credit Trends; Mgmt. Maintains OMF announced 1Q25 adj. C&I EPS of $1.72, in line with JPMe of $1.73 and核心数据:above the consensus estimate of $1.57. Total NCOs were 8.17%, better than JPMe;8.50% and consensus estimate of 8.31%, with 30+ day DQs improving Y/Y (41bps to 5.16%). OMF remains confident in achieving its 2025 guidance.;estimate of $8.38 (down from $8.45), implying a 14.4% annualized total return。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 15。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了管理等议题。