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Mar 31

Goldman Sachs Q1 2025 Earnings Report

Goldman Sachs posted strong results driven by record performance in Equities and FICC financing.

Key Takeaways

Goldman Sachs reported a solid Q1 2025 with one of its best quarterly performances ever, driven by robust Global Banking & Markets revenues. EPS surged to $14.12, and net income reached $4.74 billion.

Net revenues reached $15.06 billion, the third-highest quarterly result in firm history.

Global Banking & Markets posted $10.71 billion in revenue, driven by record Equities and strong FICC financing.

EPS grew to $14.12, up from $11.58 a year ago.

Assets under supervision reached a record $3.17 trillion.

Total Revenue
$15.1B
Previous year: $14.2B
+6.0%
EPS
$14.1
Previous year: $11.6
+21.9%
Efficiency Ratio
60.6%
Previous year: 60.9%
-0.5%
Effective Tax Rate
16.1%
Previous year: 22.4%
-28.1%
Avg. Global Core Liquid Assets
$441B
Cash and Equivalents
$167B
Previous year: $209B
-20.2%
Total Assets
$1.77T
Previous year: $1.7T
+4.0%

Goldman Sachs

Goldman Sachs

Goldman Sachs Revenue by Segment

Goldman Sachs Revenue by Geographic Location

Forward Guidance

Management expressed confidence despite entering a more uncertain operating environment in Q2.

Positive Outlook

  • Strong client engagement in Global Banking & Markets.
  • Record revenues in Equities and FICC financing.
  • Solid capital return to shareholders including $4.36B in share repurchases.
  • Book value per share rose to $344.20.
  • Asset & Wealth Management reported record $3.17T in assets under supervision.

Challenges Ahead

  • Equity and Debt investment revenues declined in Asset & Wealth Management.
  • Platform Solutions revenue fell slightly YoY.
  • Advisory revenues dropped significantly YoY.
  • Operating expenses rose 10% YoY.
  • Provision for credit losses, while down QoQ, remains a headwind from credit card exposure.