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

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📄 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

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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(部分)

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

❓ 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。

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覆盖 2025 年,全文约 15。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理等议题。