Viomi Technology Q4 Earnings Call Highlights

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Wed, March 25, 2026 astatine 9:18 AM CDT 7 min read

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Mixed financials: Second-half 2025 nett gross fell 25.9% to CNY 950.6M (led by a 32.1% driblet successful location h2o systems), but full-year gross grew 14.6% to CNY 2,428.2M; gross margins moved somewhat portion operating expenses roseate sharply.
Global enlargement and merchandise push: Management is executing a "Global Water" strategy with triple‑digit sequential Amazon maturation successful North America, caller launches successful Southeast Asia, a unrecorded overseas premium accumulation enactment and implicit 1,950 planetary patent applications focused connected AI-driven h2o tech.
Investment and shareholder returns: The institution accrued R&D and brand-building spend, declared peculiar dividends and authorized a $20M buyback (having repurchased 1.03M ADS for ≈$2.5M), portion ending 2025 with CNY 806.6M cash.
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Viomi Technology (NASDAQ:VIOT) outlined advancement connected its “Global Water” strategy portion reporting mixed results betwixt the 2nd fractional and the afloat twelvemonth of 2025, arsenic absorption highlighted overseas expansion, merchandise development, and stepped-up marque investments during the company’s net call.

For the 2nd fractional of 2025, Viomi reported nett gross of CNY 950.6 million, down 25.9% from CNY 1,282.4 cardinal successful the prior-year period. Management attributed the diminution chiefly to little gross from location h2o systems, including a driblet successful further work fees for h2o purifiers.

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By class successful the 2nd half, the institution said:

Home h2o systems gross was CNY 628.2 million, down 32.1% twelvemonth implicit year, driven chiefly by a diminution successful further work fees.
Consumables gross was CNY 112.2 million, down 17.9%, chiefly owed to decreased income of h2o purifier filters to Xiaomi.
Kitchen appliances and others gross was CNY 210.2 million, down 4.5%, which absorption linked to reduced orders from Xiaomi and the build-out of the company’s Wellme-branded products successful the category.

Gross nett successful the 2nd fractional was CNY 223.8 cardinal versus CNY 289.5 cardinal a twelvemonth earlier, portion gross borderline improved to 23.5% from 22.6%. Sam Yang, caput of superior and investment, said the borderline summation was “merely owed to the elimination of the impact” from one-off costs incurred during the divestment of definite IoT-at-home concern assets.

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Operating expenses roseate 12% twelvemonth implicit twelvemonth to CNY 248.0 million, driven by higher selling and selling spending, partially offset by little wide and administrative expenses. The institution reported second-half nett income attributable to the institution of CNY 21.2 cardinal and non-GAAP nett income of CNY 28.2 million.

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