LSE$BCS
Barclays · Q2 2026 earnings
Q2 2026 earnings · · Investor relations
Briefing
Barclays reported strong Q2 2026 results with income up 16% year-over-year and RoTE reaching 16.1%.
Barclays delivered Q2 2026 income of £8.3 billion, up 16% from the prior year, with profit before tax of £3.3 billion and attributable profit of £2.3 billion. EPS rose 43% to 16.7p, supported by growth across UK businesses and the Investment Bank, while maintaining a robust CET1 ratio of 14.3%. The company upgraded its full-year income guidance to c.£31.5 billion.
- Q2 income £8.3bn (+16% YoY) and profit before tax £3.3bn (+31% YoY)
- RoTE improved to 16.1% with EPS at 16.7p (+43% YoY)
- Cost:income ratio improved to 54% from 59% a year earlier
- CET1 ratio strong at 14.3%; £2.3bn capital distributions announced for H1
Headline financials
Revenue & EPS history
Barclays · Revenue · Quarterly
£11B
Revenue by segment
Barclays · £7.64B total across 5 segments · Q1 2025
- Barclays Investment Bank£3.87B—50.7%
- Barclays UK£2.07B—27.1%
- Barclays US Consumer Bank£864M—11.3%
- Barclays UK Corporate Bank£484M—6.3%
- Barclays Private Bank and Wealth Management£349M—4.6%
Forward guidance
Upgraded 2026 Group income target to c.£31.5bn; confident in delivering >12% RoTE for the full year.
Tailwinds
- Strong performance across UK franchises and Investment Bank
- NII guidance raised to >£13.7bn excluding IB and Head Office
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-1.1%
Avg return
Earnings day
-1.2%
Avg return
5 days after
+59.9%
Avg return
30 days after
35%
11 / 31 earnings
Positive
+8.6%
Q1 2020
Best reaction
-9.5%
Q1 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2026 | -0.4% | +1.5% | +1860.8% | |
| Q1 2025 | -4.5% | +1.5% | +10.5% | |
| Q3 2023 | -7.3% | -11.1% | +0.7% | |
| Q2 2023 | -7.0% | -9.4% | -14.7% | |
| Q1 2023 | +6.0% | +2.1% | +2.6% | |
| Q4 2022 | -8.2% | -8.6% | -26.8% | |
| Q3 2022 | -0.3% | -1.3% | +11.4% | |
| Q2 2022 | -1.3% | -0.4% | -2.4% | |
| Q1 2022 | +2.3% | +6.5% | +20.1% | |
| Q4 2021 | -5.1% | -5.4% | -13.6% | |
| Q3 2021 | -0.4% | +0.3% | -7.3% | |
| Q2 2021 | +5.0% | +3.1% | +9.5% | |
| Q1 2021 | -9.5% | -7.9% | -0.9% | |
| Q4 2020 | +0.1% | +5.0% | +19.0% | |
| Q3 2020 | +4.4% | -3.1% | +32.7% | |
| Q2 2020 | -8.3% | -6.6% | +3.3% | |
| Q1 2020 | +8.6% | +2.7% | +16.2% | |
| Q4 2019 | -1.4% | -1.4% | -41.4% | |
| Q3 2019 | +2.8% | +2.7% | +2.7% | |
| Q2 2019 | -1.2% | -3.9% | -11.2% | |
| Q1 2019 | -2.0% | +0.6% | -10.3% | |
| Q4 2018 | -2.7% | +3.1% | -2.6% | |
| Q3 2018 | +1.7% | +1.6% | -2.8% | |
| Q2 2018 | -1.9% | -2.8% | -8.6% | |
| Q1 2018 | -2.5% | -4.9% | -7.0% | |
| Q4 2017 | +3.4% | +3.4% | +2.3% | |
| Q3 2017 | +0.3% | -0.9% | +7.1% | |
| Q2 2017 | -1.3% | +0.8% | -8.0% | |
| Q1 2017 | -4.9% | -6.2% | -6.3% | |
| Q4 2016 | -4.0% | -1.7% | +1.6% | |
| Q3 2016 | +4.5% | +2.8% | +20.5% |
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