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Jun 30, 2024

Ally Q2 2024 Earnings Report

Ally delivered strong financial and operating results, demonstrating improvement in net interest margin and earnings after a trough in Q1 2024.

Key Takeaways

Ally Financial reported a net income attributable to common shareholders of $266 million for Q2 2024. The company saw a quarter-over-quarter increase in net interest margin and earnings. They decisioned 3.7 million consumer applications, a second quarter record, and originated nearly $10 billion retail loan and lease volume across the credit spectrum.

Net interest margin ex. OID increased by 14 bps quarter over quarter to 3.30% as deposit costs stabilized.

Common equity tier 1 ratio increased by 18 bps quarter over quarter to 9.6%; the company executed its first credit risk transfer transaction in Q2.

Consumer auto applications reached 3.7 million with $9.8 billion in consumer auto origination volume.

Insurance written premiums increased by 15% year over year to $344 million, driven by momentum in P&C and F&I.

Total Revenue
$2.04B
Previous year: $2.07B
-1.2%
EPS
$0.97
Previous year: $0.96
+1.0%
Net Interest Margin
3.27%
Previous year: 3.38%
-3.3%
Retail Auto Net Charge-Offs
1.81%
Previous year: 1.32%
+37.1%
Auto Originations
$9.8B
Previous year: $10.4B
-5.8%
Gross Profit
$2.97B
Previous year: $1.85B
+60.4%
Cash and Equivalents
$6.7B
Previous year: $9.5B
-29.5%
Total Assets
$193B
Previous year: $159B
+21.0%

Ally

Ally

Ally Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the earnings release.

Revenue & Expenses

Visualization of income flow from segment revenue to net income