Released
FY2026 Q1
Earnings ReviewGS
BEATGoldman Sachs
Goldman Sachs · Financials/Investment Banking
Mon, April 13, 2026·Before Market Open
Goldman SachsGoldman SachsUS BanksQ1 EarningsEarnings
01Wall Street Consensus
EPS$16.47
Revenue$16.9B
02Earnings Results
EPS$17.55+6.6%
Revenue$17.2B+1.7%
After-Hours Reaction+1.2%
Key Takeaways
- EPS $17.55, the second-highest in company history
- Net revenue $17.2B and net income $5.6B
- ROE 19.8% annualized
- Global Banking & Markets revenue reached a record $12.7B, with IB fees +48%
- Equities revenue reached a record within Global Banking & Markets
- Asset & Wealth Management revenue +10% YoY to $4.08B
- Assets under supervision reached a record $3.65T
- Shareholder returns $6.38B, including $5B buybacks and $1.38B dividends
Key Checkpoints
- 01NIM
- 02IB fees
- 03Trading revenue
- 04Provisions
- 05CET1 capital ratio
Upside Catalysts
- Trading strength
- IB recovery
- Expanded capital return
Risk Factors
- CRE exposure
- Credit losses
- Regulatory capital requirements
- Macro slowdown
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat1
Miss0
Beat rate100%
Detail
SEPS 서프라이즈 히스토리
Beat2Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)