NVIDIA significantly increases revenue, profit and EPS in Q2-2025
NVIDIA released its financial results for the second quarter of fiscal year 2025 (covering the period from April 29, 2024, to July 28, 2024) last night after the markets closed.
The company reported a 122.4% increase in revenue for the past quarter compared to the same quarter one year earlier, generating over $30 billion in revenue in Q2-2025 (Q2-2024: $13.5 billion). Operating profit increased by 174.2% YoY to $18.6 billion (Q2-2024: $6.8 billion).
Over the past 12 months, the company generated $96.3 billion in revenue, resulting in an operating profit of $59.6 billion. Net profit amounted to $53 billion, with a diluted EPS of $2.13 over the past four quarters.
This places the valuation of NVIDIA at 51x operating profit and 58x net profit on a TTM basis. Is this significant? When considering the rapid development of these revenue and operating profit figures, everything becomes relative. Investors are currently pricing in significant growth for the business and do not foresee any short-term decline in demand for the company’s highly sought-after graphics cards and data center applications. Based on Q2-2025 (x4), NVIDIA is trading at an operating profit multiple of 41x market value. For net profit, this is 46x.
Looking at the charts regarding the technological lead over competitors AMD and Intel, NVIDIA seems secure at least until 2027. However, the key question remains how long NVIDIA's current strong momentum will last and whether the significant demand—currently largely driven by the huge CAPEX investments of the hyperscalers of our world—will continue in the future.
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