NYSE$BNS

The Bank of Nova Scotia · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Scotiabank reported a strong quarter with adjusted earnings growth despite challenges in its international segment.

Scotiabank reported adjusted net income of $2.362 billion and adjusted diluted EPS of $1.76. Revenue grew to $9.372 billion, driven by higher net interest income and non-interest income. The bank faced higher provisions for credit losses and non-interest expenses, but strong performance in Global Banking and Markets offset some pressures.

  • Adjusted net income increased to $2.362 billion from $2.212 billion last year.
  • Adjusted diluted EPS rose to $1.76 from $1.69 a year ago.
  • Revenue increased to $9.372 billion, up from $8.433 billion.
  • Provision for credit losses rose to $1.162 billion, up from $962 million last year.

Headline financials

Total Revenue

$6.48B

Previous: $6.24B+3.8%
EPS (adj)

$1.22

Previous: $1.25-2.4%
Net Income

$686M

Previous: $1.53B-55.1%
Operating Income

$1.19B

No prior period

Revenue & EPS history

Scotiabank · Revenue · Quarterly

$6.48B

Q1 2025+3.8%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Scotiabank remains focused on strengthening its North American business while simplifying its international banking portfolio. The bank anticipates revenue growth but expects continued credit loss provisions due to macroeconomic headwinds.

Tailwinds

  • Strong capital position with CET1 ratio at 12.9%.
  • Robust performance in Global Banking & Markets.
  • Revenue growth across key segments.
  • Continued focus on operational efficiency and expense management.
  • Strategic divestitures to optimize international operations.

Headwinds

  • Higher provisions for credit losses impacting profitability.
  • Increased operating expenses due to restructuring and impairments.
  • Pressure on international banking earnings.
  • Macroeconomic uncertainties affecting lending activities.
  • Slight decline in return on equity compared to last year.

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 Q1 2025

Historical avgQ1 2025

+0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-0.6%

Avg return

30 days after

45%

21 / 47 earnings

Positive

+15.4%

Q2 2020

Best reaction

-6.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2025-1.5%-2.0%-4.5%
Q2 2024-3.1%-0.7%-2.3%
Q1 2024+1.5%+2.9%+9.5%
Q4 2023-0.6%+2.2%+9.8%
Q3 2023+3.1%+4.2%-0.5%
Q2 2023-0.5%-0.3%-2.4%
Q1 2023-4.5%-2.3%-4.9%
Q4 2022-1.3%-3.1%-6.9%
Q3 2022-6.4%-7.2%-16.2%
Q2 2022+3.9%+5.5%-7.9%
Q1 2022+2.0%+1.3%-0.9%
Q4 2021+0.8%+2.4%+12.4%
Q3 2021+0.9%-0.8%-2.8%
Q2 2021+1.0%-0.1%-2.6%
Q1 2021+7.0%+1.9%+9.0%
Q4 2020+5.0%+8.4%+10.8%
Q3 2020+1.2%+1.8%-4.7%
Q2 2020+15.4%+9.5%+12.5%
Q1 2020-1.0%-4.8%-24.7%
Q4 2019-1.0%+0.1%-5.0%
Q3 2019+1.8%+3.9%+11.9%
Q2 2019-1.8%-3.5%+3.1%
Q1 2019-3.3%-4.5%-7.2%
Q4 2018+2.2%+2.6%-5.3%
Q3 2018-2.7%-4.2%-1.5%
Q2 2018-2.2%-3.9%-8.4%
Q1 2018-0.7%-1.8%-1.1%
Q4 2017-2.8%-1.5%-0.6%
Q3 2017-0.5%+1.3%+4.0%
Q2 2017+0.2%+0.7%+6.9%
Q1 2017-3.1%-1.9%-2.3%
Q4 2016+2.4%+3.8%+3.5%
Q3 2016+0.7%+2.8%+1.5%
Q2 2016-0.4%+1.3%-1.8%
Q1 2016
Q4 2015-1.5%
Q3 2015+0.7%
Q2 2015+1.2%
Q1 2015-1.7%
Q2 2013-0.4%
Q1 2012-4.1%
Q4 2011+4.0%
Q3 2011-1.3%
Q2 2011-1.8%
Q1 2011+3.9%
Q4 2010-0.3%
Q3 2010+7.1%
Q1 2009-2.6%

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