Reported Q: Q2 2024 Rev YoY: -84.9% EPS YoY: -33.3% Move: -0.42%
Truist Financial
TFC-PR
$18.90 -0.42%
Exchange NYSE Sector Financial Services Industry Banks Regional
Q2 2024
Published: Aug 8, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for TFC-PR

Reported

Report Date

Aug 8, 2024

Quarter Q2 2024

Revenue

1.14B

YoY: -84.9%

EPS

0.62

YoY: -33.3%

Market Move

-0.42%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $1.14B down 84.9% year-over-year
  • EPS of $0.62 decreased by 33.3% from previous year
  • Gross margin of 100.0%
  • Net income of 903.00M
  • "On an adjusted basis, we reported net income available to common shareholders of $1.2 billion or $0.91 per share, which excludes the gain on the sale of Truist Insurance Holdings and other items." - William (Bill) Rogers
TFC-PR
Company TFC-PR

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Executive Summary

Truist reported a materially capital-positive QQ2 2024 despite a low loan-demand environment and a structured repositioning of its balance sheet. Adjusted net income available to common shareholders was $1.2 billion or $0.91 per share, supported by a 3% increase in adjusted revenue on a linked-quarter basis and a 4.5% rise in net interest income driven by balance-sheet repositioning. GAAP results show a net income of $826 million for continuing operations and a large net gain from discontinued operations ($4.8 billion) tied to the sale of Truist Insurance Holdings (TIH), which, together with a large after-tax gain, materially reshaped the firm’s capital position and future earnings mix. The TIH sale, combined with portfolio reallocation of lower-yield securities, generated significant capital and CET1 expansion (up 150 bps to 11.6%), creating capacity for growth in core banking and substantial capital returns to shareholders via a $5 billion buyback authorization through 2026 (initial pacing of ~$500 million per quarter). The quarter also featured notable digital momentum (mobile app users up 7%; digital transactions up 13% YoY) and broad client growth via digital onboarding (180k new accounts; 70k new-to-bank in digital channels). Management emphasizes a measured approach to deploying capital and a commitment to expense discipline, with full-year 2024 revenue guidance revised to a decline of approximately 0.5% to 1% and 3Q22 expectations for moderate NII growth, stable non-interest income, and roughly flat to modestly higher expenses. Looking ahead, Truist sees ongoing strength in core relationships, capital deployment via buybacks alongside a robust dividend, and continued digital investments under the T3 initiative, while remaining vigilant on asset quality in the office CRE portfolio and the macro-rate environment.

Key Performance Indicators

Revenue
Decreasing
1.14B
QoQ: -85.07% | YoY: -84.92%
Gross Profit
Decreasing
-2.14B
1.00% margin
QoQ: -149.47% | YoY: -148.05%
Operating Income
Decreasing
-5.23B
QoQ: -483.15% | YoY: -473.84%
Net Income
Decreasing
903.00M
QoQ: -24.56% | YoY: -31.02%
EPS
Decreasing
0.62
QoQ: -24.39% | YoY: -33.33%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 7,408.00 1.09 +550.4% View
Q1 2025 4,899.00 0.87 -35.8% View
Q4 2024 7,649.00 0.91 -9.2% View
Q3 2024 7,835.00 0.99 +3.6% View
Q2 2024 1,139.00 0.62 -84.9% View