Jane Fraser, CEO of CitiGroup, speaking at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026.
Oscar Molina | CNBC
Citigroup is scheduled to report first-quarter earnings before the opening bell Tuesday.
Here’s what Wall Street expects:
- Earnings: $2.65, according to LSEG
- Revenue: $23.55 billion, according to LSEG
- Net interest income: $15.5 billion, according to StreetAccount
- Trading: Fixed Income of $4.68 billion, equities of $1.6 billion, according to StreetAccount
Citigroup, whose stock is the best performer year-to-date among the large banks, has gotten a boost from its turnaround effort and relatively low valuations. The firm has been streamlining its operations and working through several regulatory consent orders, which it reportedly expects to complete this year.
However, with its global footprint, Citigroup is also perceived to be more impacted by the geopolitical environment than many of its peers.
Analysts will want to hear from CEO Jane Fraser on how the firm is weathering the macro environment, and especially the state of the consumer, given its credit card exposure.
And while the firm shot down a report that it’s looking to buy a U.S. regional bank, there will be questions about other potential deals, especially with several regulatory proposals that could allow the firm to spend more capital.
On Monday, Goldman Sachs posted results that beat estimates, although FICC trading disappointed. JPMorgan and Wells Fargo are also out with results on Tuesday, while Bank of America and Morgan Stanley are releasing results on Wednesday.
This story is developing. Please check back for updates.
