Research note · Aug 21, 2025

Q2 2025 U.S. Banks Earnings Summary

U.S. banks reported strong Q2 2025 results, driven by robust investment banking and trading revenues. Performance was mixed, with most banks exceeding EPS estimates but some falling short on revenue. Loan and deposit growth held firm, despite widespread net interest margin (NIM) compression. Stable asset quality and strong capitalization supported ongoing dividend increases and share repurchasing programs.