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Dec 31, 2025
Comerica Q4 2025 Earnings Report
Comerica reported stable earnings with higher expenses related to its upcoming merger in Q4 2025.
Key Takeaways
Comerica delivered steady Q4 results, with net income holding flat and EPS slightly down due to merger-related costs. Revenue remained strong, and asset quality metrics were stable. The company is preparing for its merger with Fifth Third Bancorp.
Forward Guidance
The company expects increased integration activity in Q1 2026 as it completes the Fifth Third Bancorp merger. Margin pressures may persist, but credit quality and capital levels remain strong.
Positive Outlook
- Strong capital levels with CET1 at 12.02%
- Stable net interest income at $577M
- Improved comprehensive income vs. prior year
- Merger with Fifth Third Bancorp progressing
- Cost control outside of merger-related items
Challenges Ahead
- Flat net income QoQ despite revenue stability
- EPS declined from prior quarter due to merger costs
- Higher noninterest expenses from integration costs
- Decline in interest income YoY
- FDIC insurance and other costs remain elevated
Historical Earnings Impact
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Avg. Return Before/After Earnings
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