Banks and Capital Markets Banks

JPMorgan 2025 reported net revenue was $182.4B. Bank of America $113.1B. Citigroup $85.2B. Wells Fargo $83.7B. Super-regionals on this chart stop at U.S. Bancorp $28.7B and PNC $23.1B.

JPMorgan reported $95.4B of 2025 NII ($92.6B excluding Markets). Bank of America $60.1B. Citigroup $59.8B. Wells Fargo $47.5B. These are dollars, not NIMs.

Truist GAAP NII was $14.423B. M&T $6.948B. Huntington $5.991B. Fifth Third $5.982B. Citizens $5.853B. Regions $4.991B. KeyCorp $4.636B. Taxable-equivalent figures are in the notes. Not NIMs.

JPMorgan 14.5%. Citigroup 13.2%. Bank of America 11.4%. U.S. Bancorp 10.8%. Wells Fargo 10.61%. PNC 10.6%. The last two are the tightest buffers on this page.

Capital One 14.3% includes Discover from May 18, 2025. Northern Trust standardized 12.6%. Synchrony 12.6% from the 4Q25 tables. KeyCorp 11.7% and M&T 10.84% are estimated 4Q25 prints. Huntington 10.4% is the tightest on this chart.

Fifth Third 0.60% from the 10-K. Truist 0.54%. Regions 0.53%. Citizens 0.49%. M&T 0.41%. Huntington and KeyCorp full-year NCO series were not printed as a matching FY figure in the 4Q25 packages used here.

Truist $5.31B. M&T $2.851B. Fifth Third $2.522B. Huntington $2.211B attributable. Regions $2.156B. Citizens $1.831B. KeyCorp $1.829B attributable. These are dollars of net income, not EPS.

2025 revenues net of interest expense $72.2B, up 10%. Net income $10.8B. Billed business of $1.67T lives on the Payments volume chart. Capital One and Synchrony revenue and purchase volume are on the next card and the Payments tab.

American Express revenues net of interest expense $72.229B. Capital One total net revenue $53.434B, including Discover from May 18, 2025. Synchrony net revenue after retailer share arrangements $14.981B. These are not the same line and are not share of spend.