NYSE$RY

Royal Bank of Canada · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Royal Bank of Canada reported Q3 2024 net income of C$4.5B on C$14.6B revenue, with diluted EPS of C$3.09.

For the quarter ended July 31, 2024, RBC earned net income of C$4.5 billion (up 16% year over year) on total revenue of C$14.6 billion (up 12%). Diluted EPS was C$3.09 versus C$2.74 a year ago; adjusted diluted EPS was C$3.26. Pre-provision, pre-tax earnings were C$6.0 billion, up 16% (HSBC Canada added C$412 million). The PCL on loans ratio was 27 bps, down 14 bps quarter over quarter. CET1 was 13.0%. The bank repurchased 0.5 million shares for C$73 million under its NCIB.

  • Net income C$4.5B (+16% YoY) on C$14.6B revenue (+12% YoY); adjusted diluted EPS C$3.26 (+15% YoY).
  • Personal & Commercial Banking C$2.5B (+17% YoY), Capital Markets C$1.2B (+23% YoY), Wealth Management C$862M (+30% YoY).
  • HSBC Canada added C$239M to net income; PCL on loans ratio 27 bps (-14 bps QoQ).
  • CET1 13.0% (+20 bps QoQ); executive leadership and segment changes announced for next growth phase.

Headline financials

Total Revenue

C$14.6B

Previous: C$10.8B+35.6%
EPS (adj)

C$3.26

Previous: C$2.11+54.5%
ROE

15.5%

No prior period
CET1 ratio

13.0%

No prior period
PCL on loans ratio

0.3%

No prior period
Net Income

C$4.49B

No prior period
Operating Income

C$5.37B

No prior period

Revenue & EPS history

RBC · Revenue · Quarterly

C$14.6B

Q3 2024+35.6%vs Q3 2023
Beat estimate in 8 of 8 quarters(100%)
ActualEstimate

Revenue by segment

RBC · C$4.69B total across 4 segments · Q3 2024

  • Personal & Commercial Banking
    C$2.49B
  • Capital Markets
    C$1.17B
  • Wealth Management
    C$862M
  • Insurance
    C$170M

Forward guidance

Management did not issue quantitative EPS guidance. OSFI and TSX had approved an NCIB for up to 30 million shares; the bank repurchased 0.5 million shares in Q3. Leadership and business-segment changes were announced to accelerate the next growth phase. CET1 of 13.0% was described as robust.

Tailwinds

  • Net income up 14% sequentially with PPPT growth.
  • PCL on loans ratio improved 14 bps QoQ as HSBC purchase PCL rolled off.
  • CET1 ratio increased 20 bps to 13.0%.
  • Capital Markets and wealth franchises posted double-digit YoY earnings growth.

Headwinds

  • Insurance net income down 21% year over year on investment experience.
  • HSBC transaction and integration costs continued (C$125M after-tax in quarter).
  • Capital Markets down 7% sequentially from record Q2 levels.
  • Corporate Support net loss C$208M on unallocated costs and specified items.

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 2024

Historical avgQ3 2024

+0.3%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-0.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+5.5%

Q3 2025

Best reaction

-7.4%

Q4 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.1%+1.1%
Q1 2026-2.2%-4.5%-8.9%
Q4 2025+1.5%+5.8%+10.6%
Q3 2025+5.5%+5.6%+6.1%
Q2 2025-3.1%-1.1%+0.6%
Q1 2025-3.6%-5.8%-6.1%
Q4 2024+0.5%+1.0%-3.5%
Q3 2024+2.1%+3.8%+6.8%
Q2 2024+5.4%+4.5%+3.4%
Q1 2024+0.2%+0.3%+4.1%
Q4 2023+4.3%+4.5%+15.8%
Q3 2023+0.1%+1.8%+0.3%
Q2 2023-0.8%-0.6%+1.8%
Q1 2023-1.2%-0.7%-5.8%
Q4 2022+1.9%-0.2%-4.5%
Q3 2022-0.2%-1.4%-6.9%
Q2 2022+2.7%+4.1%-3.9%
Q1 2022+0.5%-1.9%+3.1%
Q4 2021+1.1%+2.2%+7.2%
Q3 2021-0.3%-0.7%-3.5%
Q2 2021+1.3%+1.6%-0.1%
Q1 2021-1.5%-2.4%+4.7%
Q4 2020-0.5%-0.1%-0.7%
Q3 2020+2.1%+0.2%-7.1%
Q2 2020+3.9%+5.6%+4.5%
Q1 2020+0.0%-4.1%-33.0%
Q4 2019-1.5%-2.2%-1.6%
Q3 2019+0.3%-0.8%+9.2%
Q2 2019-1.4%-2.0%+1.4%
Q1 2019+0.4%+1.5%-1.6%
Q4 2018+2.5%+2.7%-5.1%
Q3 2018+1.1%+2.2%+2.7%
Q2 2018-3.6%-5.6%-3.2%
Q1 2018+0.5%-2.0%-4.3%
Q4 2017-0.1%+1.8%+4.2%
Q3 2017+1.4%+1.7%+4.5%
Q2 2017+0.8%+0.3%+2.6%
Q4 2016-2.4%-1.1%+1.0%
Q3 2016-1.0%-1.3%-2.9%
Q2 2016+1.6%-1.1%-2.5%
Q1 2016-1.1%
Q4 2015-0.7%
Q3 2015+3.5%
Q2 2015-0.8%
Q1 2015+2.6%
Q4 2014-0.8%
Q3 2014-1.8%
Q2 2014+0.1%
Q1 2014-1.2%
Q4 2013+0.9%
Q3 2013-2.0%
Q2 2013+0.3%
Q1 2013+0.4%
Q4 2012+1.4%
Q3 2012-1.5%
Q2 2012-0.8%
Q1 2012+1.9%
Q4 2011-7.4%
Q3 2011+0.5%
Q2 2011-0.2%
Q1 2011+2.8%
Q4 2010+0.1%
Q3 2010+1.9%
Q2 2010-0.4%
Q1 2010+1.3%
Q4 2009
Q3 2009
Q2 2009
Q1 2009
Q4 2008
Q3 2008
Q2 2008
Q1 2008
Q4 2007
Q3 2007
Q2 2007
Q1 2007
Q4 2006
Q3 2006
Q2 2006
Q1 2006
Q4 2005
Q3 2005
Q2 2005
Q1 2005
Q4 2004
Q3 2004
Q2 2004
Q1 2004
Q4 2003

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro