基本信息
文件名称:【巴克莱-2025研究报告】2025年第一季度10-Q报告回顾与当前事件.pdf
文件大小:4.47 MB
总页数:77 页
更新时间:2025-05-20
总字数:约48.2万字
文档摘要

EquityResearch

18May2025

U.S.Large-CapBanks

1Q2510-QReviewCurrent

EventsIndustryUpdate

From1Q25to2Q25,bankscontinuetocallforhigherNIIandU.S.Large-CapBanks

positiveoperatingleverage.Ourcoverages1Q2510-QspointPOSITIVE

tostablecriticizedassets,aCECLweightedaverageU.S.Large-CapBanks

JasonM.Goldberg,CFA

unemploymentrateof~5%,continuedsharerepurchase,and+12125268580

modestRPLchanges.jason.goldberg@

BCI,US

InnaBlyakher

+12125263904

1Q2510-QKeyTakeawaysinna.blyakher@

BCI,US

EarningsGuidance