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Goldman Sachs Q2'25 Earnings Highlights

$GS (+2,45%)


๐Ÿ”น Revenue: $14.58B (Est. $13.53B) ๐ŸŸข; UP +15% YoY

๐Ÿ”น EPS: $10.91 (Est. $9.77) ๐ŸŸข; UP +27% YoY

๐Ÿ”น Net Income: $3.72B (Est. $4.35B) ๐Ÿ”ด; UP +22% YoY


Global Banking & Markets

๐Ÿ”น Segment Revenue: $10.12B; UP +24% YoY

๐Ÿ”น Investment Banking Fees: $2.19B; UP +26% YoY

โ€ƒโ€ƒ- Advisory: $1.17B; UP +71% YoY

โ€ƒโ€ƒ- Equity Underwriting: $428M; FLAT YoY

โ€ƒโ€ƒ- Debt Underwriting: $589M; DOWN -5% YoY

๐Ÿ”น FICC: $3.47B (Est. $3.26B) ๐ŸŸข; UP +9% YoY

โ€ƒโ€ƒ- FICC Intermediation: $2.42B; UP +4% YoY

โ€ƒโ€ƒ- FICC Financing: $1.04B; UP +23% YoY

๐Ÿ”น Equities: $4.30B (Est. $3.72B) ๐ŸŸข; UP +36% YoY

โ€ƒโ€ƒ- Equities Intermediation: $2.60B; UP +45% YoY

โ€ƒโ€ƒ- Equities Financing: $1.71B; UP +23% YoY


Asset & Wealth Management

๐Ÿ”น Revenue: $3.78B; DOWN -3% YoY

โ€ƒโ€ƒ- Management & Other Fees: $2.81B; UP +11% YoY

โ€ƒโ€ƒ- Incentive Fees: $102M; UP +122% YoY

โ€ƒโ€ƒ- Private Banking & Lending: $789M; UP +12% YoY

โ€ƒโ€ƒ- Equity Investments: ($1M); N/M

โ€ƒโ€ƒ- Debt Investments: $83M; DOWN -72% YoY

๐Ÿ”น Assets Under Supervision: $3.29T; UP +12% YoY

โ€ƒโ€ƒ- Net Inflows: $5B

โ€ƒโ€ƒ- Long-Term AUS: $2.47T


Platform Solutions

๐Ÿ”น Revenue: $685M; UP +2% YoY

โ€ƒโ€ƒ- Consumer Platforms: $623M; UP +4% YoY

โ€ƒโ€ƒ- Transaction Banking & Other: $62M; DOWN -11% YoY


Other Financial Metrics

๐Ÿ”น ROE: 12.8%

๐Ÿ”น Provision for Credit Losses: $384M (Est. $384.5M) ๐ŸŸก

๐Ÿ”น Operating Expenses: $9.24B; UP +8% YoY

๐Ÿ”น Efficiency Ratio: 62.0% (YTD)

๐Ÿ”น Book Value/Share: $349.74; UP +7% YoY

๐Ÿ”น Average Daily VaR: $98M

๐Ÿ”น CET1 Ratio (Standardized): 14.5%

๐Ÿ”น CET1 Ratio (Advanced): 15.3%

๐Ÿ”น Headcount: 45,900; DOWN -2% QoQ


Strategic & Capital Updates

๐Ÿ”ธ Dividend raised to $4.00/share (+33%); payable Sept 29

๐Ÿ”ธ Returned $3.96B to shareholders: $3.0B via buybacks, $957M in dividends

๐Ÿ”ธ Cost-control strategy includes relocating execs to lower-cost hubs like Dallas, Warsaw, Bengaluru

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