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SAN Earnings

Banco Santander SA
$
8.490
+0.05(0.592%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Banco Santander SA(SAN) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Banco Santander SA earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: EUR
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-31Pre-Market0.26--17.74B----
FY2025Q12025-04-30Pre-Market0.22--15.38B15.54B+1.00-5.41-3.11
FY2024Q42025-02-05Pre-Market0.17--15.20B16.03B+5.43+9.55+13.65
FY2024Q22024-07-24-0.220.22-15.48B15.67B+1.23+2.23-0.81
FY2024Q12024-04-30-0.190.18-5.2614.97B15.05B+0.51-4.76-2.78
FY2023Q32023-10-25-0.170.19+11.7614.60B14.86B+1.79+2.56+5.52
-2023-02-02-0.130.14+7.69---+6.27+6.55
-2022-10-26-0.120.14+16.67----1.82-1.59
-2022-04-26-0.140.16+14.29----9.01-12.12

SAN Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Banco Santander SA reported performance for FY2025Q2, announced on 2025-07-31. The company achieved an EPS of , compared to analyst estimates of 0.26 by % . Revenue for the quarter reached 0.00 compared to expectations of 17.74B by % .
The stock price reacted with a % one-day change and a % five-day change following the earnings release. These movements reflect market reaction in Banco Santander SA growth trajectory and strategic initiatives.

SAN Earnings Forecast

Looking ahead, Banco Santander SA(SAN) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q2 project quarter revenue of 15.62B and an EPS of 0.24.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.04%, while EPS estimates have been Revise Upward by 4%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Downward by -0.02% . These revisions correlate with a 26.72% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Banco Santander SA long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between SAN's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
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-0.04%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+4%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Downward
down Image
-0.02%
In Past 3 Month
Stock Price
Go Up
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+26.72%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
--
Revenue Estimate-Annual FY 2025:61.94B
--
EPS Estimate-Annual FY 2025:0.85
Stock Price8.49

SAN Revenue and EPS Performance: A Historical Perspective

Banco Santander SA revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-31,Pre-Market):
EPS: (Actual) vs.0.26 (Estimate) (%)
Revenue: 0.00 (Actual) vs. 17.74B (Estimate) (%)
Price Reaction: %(1-Day), %(5-Day)
FY2025Q1 (2025-04-30,Pre-Market):
EPS: (Actual) vs.0.22 (Estimate) (%)
Revenue: 15.54B (Actual) vs. 15.38B (Estimate) (1.00%)
Price Reaction: -5.41%(1-Day), -3.11%(5-Day)
FY2024Q4 (2025-02-05,Pre-Market):
EPS: (Actual) vs.0.17 (Estimate) (%)
Revenue: 16.03B (Actual) vs. 15.20B (Estimate) (5.43%)
Price Reaction: 9.55%(1-Day), 13.65%(5-Day)
Earnings Reaction
The chart below shows how SAN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SAN sees a -4.46% change in stock price 10 days leading up to the earnings, and a +1.25% change 10 days following the report. On the earnings day itself, the stock moves by -0.05%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed -0.43% on the day following the earnings release and then changed by 9.86% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Banco Santander S.A. (SAN) Q1 2025 Earnings Call Summary
Positive
2025-05-01
Sanofi's earnings call summary shows strong financial performance with record revenue, positive R&D progress, and a robust shareholder return plan. The Q&A section reveals confidence in NII growth and operational leverage, despite some competitive pressures and economic risks. The company's strategic focus and potential asset sales further enhance its growth prospects. While challenges exist, the overall sentiment is positive, driven by solid earnings, optimistic guidance, and shareholder-friendly actions like share buybacks and dividend increases.
Banco Santander S.A. (SAN) Q1 2025 Earnings Call Summary
Positive
2025-04-30
The earnings call presents a strong financial performance with a 19% profit increase, robust RoTE, and efficient cost management. The €10 billion share buyback plan and 14.5% dividend growth are positive signals for shareholder returns. Despite competitive pressures and regulatory challenges, the overall sentiment is optimistic with reiterated guidance and confidence in achieving targets. The Q&A reveals some uncertainties, but they are not significant enough to overshadow the positive financial outlook and strategic initiatives. The market is likely to react positively, with a stock price increase of 2% to 8%.
Banco Santander S.A. (SAN) Q4 2024 Earnings Call Summary
Positive
2025-01-30
Sanofi's earnings call highlights strong financial performance with a 10.3% increase in net sales and a 4.1% rise in EPS, despite some margin compression. The company announced a significant share buyback and a 30th consecutive year of dividend increase, which are positive signals for shareholders. While there are concerns about potential tariffs and increased R&D expenses, these are mitigated by the company's strategic investments and strong market position. The Q&A session did not reveal any major negative surprises, supporting a positive outlook for the stock.
Banco Santander, S.A. (SAN) Q3 2024 Earnings Call Summary
Positive
2024-10-29
The earnings call summary indicates strong financial performance, with increased revenue, NII, and improved cost-to-income ratio. Shareholder returns are emphasized with a significant dividend increase. The Q&A highlights potential risks in the Motor Finance business but management downplays material impact. Guidance on NII is mixed, but overall outlook remains positive with expected growth in Brazil and stable trading income. The positive aspects outweigh the negatives, suggesting a positive stock price movement over the next two weeks.
Banco Santander, S.A. (SAN) Q2 2024 Earnings Call Summary
Positive
2024-07-24
The earnings call reveals strong financial performance with record profits, increased dividends, and successful share buybacks. Despite some challenges in supply chain and competitive pressures, the stable cost of risk and strong NII growth, especially in Europe, along with optimistic guidance for the second half, suggest a positive outlook. The Q&A session reinforces this with expectations of continued revenue growth and stable credit quality. Overall, the financial results and strategic initiatives are likely to drive a positive stock price movement.

FAQ

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What were the key highlights of SAN’s latest earnings report for FY2025Q2?

SAN reported its FY2025Q2 earnings on 2025-07-31, showcasing a revenue of 0.00 against an estimate of 17.74B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.26 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.
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How did SAN’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for SAN for 2025/Q2?

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How does SAN’s stock price correlate with earnings forecast revisions?

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What should investors expect from SAN’s next earnings report?

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What is the sentiment in Banco Santander S.A. (SAN) Q1 2025 Earnings Call Summary?