财务数据 - 公司2024年第二季度净收入为127.3亿美元，年初至今为269.4亿美元[4] - 公司2024年第二季度净利润为30.4亿美元，年初至今为71.8亿美元[5] - 公司2024年第二季度年化ROTE为8.62%，年初至今为20.21%[6] - 公司2024年第二季度ROE为10.9%，年初至今为12.8%[8] - 公司2024年第二季度ROE为11.6%，年初至今为13.8%[9] - 公司每股净资产为327.13美元，增长率为4.3%[10] 全球业务 - 公司全球银行与市场净收入为127.31亿美元，同比增长17%[16] - 公司全球银行与市场投资银行费用为17.33亿美元，同比增长21%[23] - 公司资产与财富管理净收入为38.78亿美元，同比增长27%[41] - 公司资产与财富管理净利润为70亿美元，同比增长1%[41] 投资管理 - 公司2Q24长期资产管理总资产达到2,934亿美元，较去年同期增长7.9%[56] - 公司2Q24机构客户资产达到1,063亿美元，较去年同期增长11.4%[57] - 公司2Q24替代投资管理费收入为5.48亿美元，较去年同期增长5%[64] - 公司2Q24替代投资AUS增加180亿美元至3140亿美元[64] - 公司2Q24替代投资AUS中，企业股权占115亿美元，信贷占56亿美元，房地产占25亿美元，对冲基金和其他占70亿美元[67] 贷款和利息收入 - 公司2Q24贷款总额为1840亿美元，其中企业贷款占35亿美元，信用卡贷款占19亿美元[82] - 公司2Q24净利息收入同比增长33%，主要受益于高收益资产增加和向非利息负债转变[83] 费用和资本 - 公司2Q24总运营费用基本持平，非薪酬费用下降，但薪酬和福利费用增加[101] - 公司2Q24资本和资产负债表数据显示，标准化CET1资本比率环比增长，高级CET1资本比率环比下降[108] 风险和评估 - 公司年化普通股东权益回报率（ROE）为11.5%，年化有形普通股东权益回报率（ROTE）为12.3%[112] - 公司因FDIC通知银行特别评估费用的更新估计而确认了1900万美元的额外税前费用[117]

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...

Wall Street’s Comeback KidAmong the six largest U.S. banks, Goldman Sachs stands out due to its heavy reliance on investment banking and trading for revenue generation. The firm’s performance in these areas is particularly crucial, as they form the backbone of its business model.Solomon’s Strategic ShiftCEO David Solomon has been steering Goldman towards new growth avenues. The asset and wealth management sectors have been earmarked as potential engines for expansion. This quarter’s results will be closely ...

净收入 - 第二季度2024年净收入为127.3亿美元，同比增长17%[15] - 全球银行业务和市场第二季度净收入81.8亿美元，同比增长14%[18] - 总净收入为81.84亿美元，较上一季度下降了16%[56] - 资产和财富管理部门的净收入为38.78亿美元，较上一季度增长了27%[57] - 平台解决方案的净收入为6.69亿美元，较上一季度增长了2%[58] - 美洲地区净收入为81.25亿美元，占总净收入的64%[61] - 欧洲、中东和非洲地区净收入为29.31亿美元，占总净收入的23%[61] - 亚洲地区净收入为16.75亿美元，占总净收入的13%[61] 投资银行业务 - 投资银行费用为17.3亿美元，同比增长21%，主要受益于债务承销活动[19] - 全球银行业务和市场的投资银行费用为17.33亿美元，较上一季度下降了16%[53] - FICC中介交易收入为23.3亿美元，较上一季度增长了11%[54] - 股票中介交易收入为17.86亿美元，较上一季度增长了16%[55] 资本和风险管理 - 标准化资本规则中，风险加权资产为679亿美元，普通股一级资本比率为14.8%[89] - 高级资本规则中，风险加权资产为640亿美元，普通股一级资本比率为15.7%[90] - 补充杠杆比率为5.4%[91] - 2024年第二季度每日平均风险价值（未经审计）：利率81亿美元，股票价格33亿美元，货币汇率30亿美元，商品价格18亿美元，分散效应为-71亿美元[92] 公司资产管理 - 2024年第二季度公司资产管理资产总额为2,934亿美元，其中长期资产管理资产为2,196亿美元[96] - 2024年第二季度公司资产管理资产净流入为71亿美元[98] 非GAAP指标 - 公司ROTE和有形普通股股东权益是非GAAP指标，ROTE为年化净收益除以平均月度普通股股东权益[100] 数据修订 - 2024年第二季度公司资产管理资产、资本比率、风险加权资产、补充杠杆比率等数据为初步估计，可能在2024年第二季度10-Q报告中进行修订[105]

Goldman Sachs is scheduled to report second-quarter earnings before the opening bell Monday.Here's what Wall Street expects:Earnings: $8.34 per share, according to LSEGRevenue: $12.46 billion, according to LSEGTrading Revenue: Fixed Income of $2.96 billion, Equities of $3.17 billion, per StreetAccountInvesting Banking Revenue: $1.80 billion, according to StreetAccountExpectations have been set high for Goldman Sachs, with Wall Street businesses in the midst of a rebound after a dismal 2023.That's because ou ...

The Goldman Sachs Group, Inc. (GS) is slated to release second-quarter 2024 earnings on Jul 15, before the opening bell. GS stock hit a 52-week high on Jul 10 and is currently trading at a two-year high of $478.89. Should you buy it ahead of its second-quarter numbers? Before we analyze the stock’s investment worthiness, it’s time to look at the company’s historical performance and how it is expected to fare this time.Goldman has a decent earnings surprise history. The company’s earnings outpaced the Zacks ...

In its upcoming report, Goldman Sachs (GS) is predicted by Wall Street analysts to post quarterly earnings of $8.70 per share, reflecting an increase of 182.5% compared to the same period last year. Revenues are forecasted to be $12.68 billion, representing a year-over-year increase of 16.4%.Over the last 30 days, there has been an upward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their ini ...

Goldman Sachs (GS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this investment bank have returned +6.7% over the past month versus the Zacks S&P 500 composite's +5.1% change. The Zacks Financial - Investment Bank industry, to which Goldman belongs, has gained 3.4% over this period. Now the key question is: Where could the stock be headed in the near term?Although m ...

文章核心观点 - 公司正在重新回归其基本原则,将重点转移到交易业务和投资银行业务上 [1][2] - 这一决定来自于之前向消费者银行业务多元化的失败经历 [1] - 公司专注于高利润业务已经开始产生积极成果,如第一季度业绩超预期 [1] 行业和公司表现分析 - 当前市场条件有利于公司的业务发展,如私募股权交易增加、债务市场咨询和重组服务需求上升 [2] - 公司第一季度表现出色,净收入达142亿美元,投行业务费用收入增长33% [3] - 全球并购活动反弹,交易量同比增长30%至7550亿美元 [3] - 公司第二季度业绩有望进一步改善,预计每股收益为8.42美元,同比增长173.24% [7][8] - 未来几个季度公司业绩前景良好,预计每股收益和收入将持续增长 [9] 公司战略和定位 - 公司正在重新聚焦于核心的投行和交易业务 [10][11][12][13][14] - 这一战略转变有助于公司在当前市场环境下获得更多交易机会 [12][13][14] - 公司正在减少消费者贷款业务,以降低信用违约风险 [21][22][23] 估值分析 - 公司当前估值未能完全反映其未来增长潜力 [15][16][17] - 公司的PEG率和增长前景显示其股价还有较大上涨空间 [15][16][17] 风险因素 - 信用违约风险是公司面临的主要挑战,如果经济环境恶化可能会加剧这一风险 [19][20] - 但公司已采取措施如减少消费者贷款业务来降低这一风险 [21][22][23]

The most recent trading session ended with Goldman Sachs (GS) standing at $472.83, reflecting a +1.72% shift from the previouse trading day's closing. The stock exceeded the S&P 500, which registered a gain of 0.07% for the day. Meanwhile, the Dow experienced a drop of 0.13%, and the technology-dominated Nasdaq saw an increase of 0.14%.The the stock of investment bank has risen by 2.48% in the past month, leading the Finance sector's loss of 5.5% and undershooting the S&P 500's gain of 4.34%.The upcoming ea ...