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Sep 30, 2021

Synchrony Q3 2021 Earnings Report

Synchrony's Q3 2021 performance was driven by strategic growth, expansion into new markets, and digital innovation, resulting in strong financial results.

Key Takeaways

Synchrony Financial reported strong third-quarter results with net earnings of $1.1 billion, or $2.00 per diluted share, driven by purchase volume growth and credit trends. The company saw increases in purchase volume, average active accounts, and new accounts.

Purchase volume increased 16% to $41.9 billion.

Loans increased 2% to $79.8 billion.

Average active accounts increased 5% to 67.2 million.

Net interest margin increased 165 basis points to 15.45%.

Total Revenue
$3.66B
Previous year: $3.46B
+5.8%
EPS
$2
Previous year: $0.63
+217.5%
Net Interest Margin
15.45%
Previous year: 13.8%
+12.0%
Purchase Volume
$41.9B
Previous year: $36B
+16.4%
Average Active Accounts
67.2M
Previous year: 64.3M
+4.5%
Cash and Equivalents
$18.4B
Previous year: $26.8B
-31.3%
Total Assets
$91.9B
Previous year: $95.7B
-3.9%

Synchrony

Synchrony

Forward Guidance

Synchrony remains confident in its business model and strategy to drive sustainable growth and attractive returns.

Positive Outlook

  • Continued focus on growing existing programs and reaching new markets.
  • Expansion into new products and distribution channels.
  • Investment in digital innovation.
  • Broad-based growth in new accounts and purchase volume.
  • Improved net interest margin.

Challenges Ahead

  • Customer payment rates remained elevated, serving as a headwind to loan receivables growth and yield.
  • Other income decreased $37 million, or 28%, to $94 million, largely driven by higher program loyalty costs from higher purchase volume.
  • Deposits decreased $3.2 billion, or 5%, to $60.3 billion
  • Impact of macroeconomic conditions
  • Competition in the consumer finance industry