Barclays posted a better-than-expected set of Q2 2025 results. Pre-tax profit came in ahead of estimates at £2.5 billion ($3.34 billion). The earnings beat was driven by higher market volatility, which boosted trading income.
Below are key drivers of Barclays' value that present opportunities for upside or downside to the current Trefis price estimate for Barclays:
For additional details, select a driver above or select a division from the interactive Trefis split for Barclays at the top of the page.
Barclays is a London-based global money center bank that provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking, credit cards, corporate and investment banking, securities brokerage, and wealth management. It is the leader in debt issuance in Europe. It has a strong presence in the U.K. retail and commercial banking industries. Over recent years, it has refocused most of its efforts on providing diversified banking services in the U.K., the U.S., Germany, and southern Europe.
With the GDP and per capita income of emerging markets growing rapidly, there is an increasing demand for capital from companies in these markets to support the growing purchasing power of the people. Also, with the integration of these markets with the global economy, there is a shifting trend in these countries from family-run businesses to corporations. As a result of these factors, an increasing number of companies in these markets are going public, leading to a growing demand for equity underwriting services. Additionally, consolidation across different sectors is driving demand for M&A advisory services.
