NYSE$BBAR

Banco BBVA Argentina SA · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

BBVA Argentina Q3 net income falls to ARS 38.1B as inflation-adjusted loss on net monetary position weighs on results

Banco BBVA Argentina S.A. filed condensed interim financial statements for the three and nine months ended September 30, 2025, reported in thousands of Argentine pesos in constant purchasing power. Q3 2025 net income totaled ARS 38.1 billion (thousands: 38,071,264), down sharply from ARS 192.9 billion in Q3 2024, as a ARS 110.9 billion loss on net monetary position and higher impairment charges offset solid net operating income of ARS 663.7 billion. Net interest income was ARS 585.5 billion on interest income of ARS 1.31 trillion, while net commission income reached ARS 137.1 billion. Operating income was ARS 169.1 billion before associates and monetary adjustments. Basic EPS was ARS 296.81 per share versus ARS 581.43 in Q3 2024. Total assets grew to ARS 22.17 trillion from ARS 17.96 trillion at year-end 2024, with gross loans at ARS 12.56 trillion. Argentina's macro backdrop improved with inflation moderating to about 6% in Q3 2025 and the central bank easing reserve requirements after an IMF program disbursement.

  • Q3 2025 net income was ARS 38.1B (38,071,264 thousands) versus ARS 192.9B in Q3 2024; nine-month net income was ARS 130.7B versus ARS 357.3B prior year.
  • Net operating income reached ARS 663.7B in Q3 on net interest income of ARS 585.5B and net commission income of ARS 137.1B.
  • Loss on net monetary position was ARS 110.9B in Q3, a major headwind versus ARS 396.7B for the nine-month period; impairment of financial assets was ARS 210.0B in the quarter.
  • Basic EPS was ARS 296.81 on a weighted average of 612.7M shares, down from ARS 581.43 in Q3 2024.
  • Total assets rose to ARS 22.17T as of September 30, 2025 from ARS 17.96T at December 31, 2024; gross loans reached ARS 12.56T.

Headline financials

Total Revenue

AR$664B

Previous: AR$490M+135431.6%
EPS (adj)

AR$296.81

Previous: AR$0.51+58097.2%
Interest income

AR$1.31T

No prior period
Loans and other financing

AR$12.6T

No prior period
Net interest income

AR$585B

No prior period
Net commission income

AR$137B

No prior period
Net Income

AR$38.1B

Previous: AR$106M+35839.6%
Operating Income

AR$169B

No prior period
Cash & Equivalents

AR$3.83T

No prior period
Total Assets

AR$22.2T

No prior period

Revenue & EPS history

BBVA · Revenue · Quarterly

AR$664B

Q3 2025+135,431.6%vs Q3 2024
Beat estimate in 5 of 10 quarters(50%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.6%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

55%

33 / 60 earnings

Positive

+10.9%

Q4 2023

Best reaction

-15.0%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.2%+1.6%+14.8%
Q3 2025+10.6%+11.4%+28.3%
Q2 2025-5.3%-13.9%-45.1%
Q1 2025-0.7%-1.5%-24.5%
Q4 2024+6.6%+5.7%+2.1%
Q3 2024-4.9%-4.3%+6.1%
Q2 2024-8.4%-9.6%+14.9%
Q1 2024-15.0%-13.1%-17.0%
Q4 2023+10.9%+12.7%+32.0%
Q2 2023+1.2%+16.4%-5.8%
Q1 2023+4.3%+4.0%+41.4%
Q4 2022-1.4%-7.9%-20.0%
Q2 2022+9.6%+10.7%+16.0%
Q4 2021-7.9%-7.0%+12.2%
Q3 2021-6.2%-8.1%+4.2%
Q1 2021+6.4%+14.2%+17.6%
Q4 2020+8.7%+13.4%+9.1%
Q3 2020+7.8%+14.3%+2.3%
Q2 2020-1.5%+6.4%-20.1%
Q1 2020+6.7%+8.8%+9.2%
Q4 2019-2.0%-5.9%-16.1%
Q3 2019-2.0%+1.6%-19.5%
Q2 2019+0.4%+6.4%+4.6%
Q1 2019+0.7%-4.3%-15.7%
Q4 2018+2.1%+7.6%+23.4%
Q3 2018+2.5%-4.0%-5.1%
Q2 2018-6.0%+5.4%+13.2%
Q1 2018-0.3%+2.0%-2.5%
Q4 2017+1.6%+1.3%-1.7%
Q3 2017+1.1%+3.9%+7.7%
Q2 2017+2.5%+0.1%-15.4%
Q1 2017+1.3%+2.7%-1.4%
Q4 2016+4.5%+4.5%+5.7%
Q3 2016+0.1%+4.1%+1.9%
Q2 2016-0.9%-1.3%-4.3%
Q1 2016-1.8%
Q4 2015-3.4%
Q3 2015-1.5%
Q2 2015-1.0%
Q1 2015-1.9%
Q4 2014-2.0%
Q3 2014-3.7%
Q2 2014+2.5%
Q1 2014+7.2%
Q4 2013-3.9%
Q3 2013+2.8%
Q2 2013+1.1%
Q1 2013-1.7%
Q4 2012+5.9%
Q3 2012+0.2%
Q2 2012+5.7%
Q1 2012+1.3%
Q4 2011+6.6%
Q3 2011-9.5%
Q2 2011+2.2%
Q1 2011+1.5%
Q4 2010+5.4%
Q3 2010-0.1%
Q2 2010-1.9%
Q1 2010-2.8%

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