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Barclays PLC (GB:BARC)
LSE:BARC
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BARC
Barclays
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Barclays (BARC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 05, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.15
Last Year’s EPS
0.12
Same Quarter Last Year
Analyst Consensus
Strong Buy
Based on 11 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Apr 28, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
Overall the call conveyed a positive operational and financial momentum: revenue growth, stronger NII, improving RoTE across divisions, robust capital and liquidity metrics, and continued efficiency delivery. The main negatives were a significant single‑name fraud charge (GBP 228m), elevated Q1 impairments (GBP 823m) and specific provisions (motor finance), plus some near‑term transactional timing impacts (AA gain, Best Egg costs) and FX headwinds. Management emphasized diversification, disciplined risk tightening in vulnerable pockets, and reiterated 2026/2028 targets, indicating confidence that the positive drivers materially outweigh the one‑off and cyclical headwinds.
Company Guidance
Management reiterated its targets and specific 2026/2028 guidance while updating several metrics: group RoTE targets remain >12% in 2026 and >14% in 2028 (Q1 RoTE 13.5%); group income target circa £31bn for 2026 and top line grew 6% to £8.2bn in Q1; NII guidance is >£13.5bn for FY26 (Barclays U.K. £8.1–8.3bn) after eight consecutive quarters of NII growth, with £18.3bn of gross structural hedge income locked across 2026–28 (notional +£6bn vs Q4, ~95% of 2026 hedge income locked, reinvestment in Q1 ~3.9% vs planning assumption ~3.5%); cost-to-income improved to 56% with ~£150m gross efficiency savings toward a £2bn three‑year target and targets of high‑50s C/I for the group in 2026 and low‑50s for Barclays U.K.; impairments: Q1 charge £823m (including a £228m single‑name), Q1 loan‑loss rate 74bp and management now expects 2026 loan‑losses around the top of the 50–60bp through‑the‑cycle range (BUK ~30bp; USCB Q1 LLR 491bp, ~550bp expected in 2026); capital/returns: CET1 14.1% with 53bp organic capital generation and a plan to return at least £15bn by 2028 (Q1 £500m buyback; £500m accrual to this year’s £2bn dividend); and operational run‑rates include IB income surpassing £4bn, RWAs +£8bn q/q, UK lending +5% YoY, mortgage completions +£1.7bn, 364k new card customers and card balances +8% YoY.
Strong Group Profitability and RoTE
Group return on tangible equity (RoTE) of 13.5% in Q1, demonstrating resilient profitability and supporting guidance of >12% RoTE for 2026 and >14% for 2028.
Top-line Growth and Income Mix
Group income grew 6% year‑on‑year to GBP 8.2 billion; stable income streams up 7% with retail and corporate businesses +4% and financing within markets +23%, and overall Investment Banking income +4% YoY.
Net Interest Income (NII) Momentum and Hedge
Group NII (ex IB & head office) rose 12% year‑on‑year; management reiterated group NII guidance of >GBP 13.5 billion for 2026 and locked GBP 18.3 billion of gross structural hedge income (up from GBP 16.8 billion), with new hedge reinvestment at ~3.9%.
Investment Bank Performance and Fee Growth
Investment Bank RoTE 15%; IB income surpassed GBP 4 billion for the first time; markets income +13% YoY (USD terms), equities +23%, FICC +8%; financing income +31% and investment banking fees +25% with advisory fees +89%.
Barclays U.K. and Corporate Banking Strength
Barclays U.K. RoTE up to 19.7%; NII GBP 2.0 billion (+9% YoY); total U.K. lending +5% YoY and mortgage lending increased by GBP 1.7 billion; U.K. Corporate Bank RoTE 19.9% with income +10% and NII +15% YoY.
U.S. Consumer Bank Progress
U.S. Consumer Bank RoCE 18.8%; receivables +9% YoY (half organic, half from GM portfolio); retail deposit balances +8% quarter‑on‑quarter and +52% since end‑2023; in USD terms income +21% YoY with costs broadly flat.
Private Bank and Wealth Management Growth
Private Bank RoTE 25.5%; net new AUM of GBP 1.5 billion in the quarter and AUM +8% YoY despite adverse market valuation effects; client assets and liabilities +5%.
Capital Position and Shareholder Returns
CET1 ratio robust at 14.1%; strong organic capital generation of 53 basis points in the quarter; announced GBP 500 million buyback (Q1) and remain on track to return at least GBP 15 billion to shareholders by 2028.
Operational Efficiency and Savings
Cost-to-income ratio improved to 56% (from 57% a year earlier); approximately GBP 150 million of gross efficiency savings achieved in Q1 toward the GBP 2 billion three‑year target; continued investment spend of ~GBP 100 million YoY as planned.
Liquidity and Funding Resilience
Strong liquidity metrics with loan-to-deposit ratio ~75%, NSFR 135% and LCR 165%, reflecting diversified funding and high liquidity across currencies.

Barclays (GB:BARC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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GB:BARC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 05, 2026
2026 (Q2)
0.15 / -
0.117―――
Apr 28, 2026
2026 (Q1)
0.14 / 0.14
0.138.46% (+0.01)――
Feb 10, 2026
2025 (Q4)
0.08 / 0.09
0.06728.36% (+0.02)――
Oct 22, 2025
2025 (Q3)
0.10 / 0.10
0.107-2.80% (>-0.01)――
Jul 29, 2025
2025 (Q2)
0.11 / 0.12
0.08340.96% (+0.03)――
Apr 30, 2025
2025 (Q1)
0.12 / 0.13
0.10326.21% (+0.03)――
Feb 13, 2025
2024 (Q4)
0.05 / 0.07
-0.0071057.14% (+0.07)――
Oct 24, 2024
2024 (Q3)
0.09 / 0.11
0.08328.92% (+0.02)――
Aug 01, 2024
2024 (Q2)
0.07 / 0.08
0.086-3.49% (>-0.01)――
Apr 25, 2024
2024 (Q1)
0.09 / 0.10
0.129-20.16% (-0.03)――
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:BARC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 28, 2026
427.40 p426.55 p-0.20%
Feb 10, 2026
480.94 p468.93 p-2.50%
Oct 22, 2025
360.05 p377.60 p+4.87%
Jul 29, 2025
354.10 p363.91 p+2.77%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Barclays PLC (GB:BARC) report earnings?
Barclays PLC (GB:BARC) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
    What is Barclays PLC (GB:BARC) earnings time?
    Barclays PLC (GB:BARC) earnings time is at Aug 05, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Barclays PLC stock?
          The P/E ratio of Barclays is N/A.
            What is GB:BARC EPS forecast?
            GB:BARC EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.