GS · Full Picture

GOLDMAN SACHS GROUP INC — the full picture

Trailing window · 2026-06-26 to 2026-09-24

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 84
    +40.8% revenue (realized); 2 sources (news, press_release); 1 forward row(s); quote_verified
    Goldman Sachs anticipates its revenue base to reach approximately $70 billion this year, up from $30 billion in 2018-19.
  2. Asset Management Growth · UnclassifiedPriority 73
    +19.7% revenue (realized); 2 sources (news, press_release); 2 forward row(s); quote_verified
    Goldman Sachs aims to own $750 billion in alternative assets under supervision by 2030 as part of a private markets opportunity the firm measures in the trillions.
  3. Acquisitions and Divestitures · M&A and divestituresPriority 70
    2 sources (news, press_release); 6 forward row(s); quote_verified
    Goldman Sachs Group Inc will acquire Neos Investments in a deal valued at up to $2.25 billion.
  4. Capital Markets Activity · UnclassifiedPriority 66
    +5.9% revenue (realized); 2 sources (news, press_release); 9 forward row(s); quote_verified
    News Corp's ongoing $1 billion share buyback for its Nasdaq-listed Class A and B shares is being executed through Goldman Sachs.
  5. Capital Markets Cycle Outlook · Guidance & outlookPriority 62
    2 forward row(s); quote_verified
    Goldman Sachs & Co. LLC is the lead bookrunner on Robinhood Ventures Fund II's IPO, which is offering up to 8,000,000 common shares at an expected price of $25 per share and to list on the NYSE under symbol RVII.
  6. Asset Management Acquisitions · M&A and divestituresPriority 61
    5 forward row(s); quote_verified
    Goldman Sachs is acquiring Neos Investments for up to $2.25 billion.
  7. Guidance and Outlook · Guidance & outlookPriority 59
    qualitative only
  8. Operating Expense Trends · Operating expenses (SG&A)Priority 59
    -9.0% operating_income (realized); 2 sources (news, press_release); quote_verified
    Operating expenses for 2Q26: $11.67 billion, 26% higher than 2Q25 and 12% higher than 1Q26.
  9. Senior Notes Issuance · Debt, leverage & refinancingPriority 59
    2 forward row(s); quote_verified
    Goldman Sachs raised $10 billion from a high-grade bond sale with about $32 billion of investor demand.
  10. Dividend Increase · Buybacks & dividendsPriority 57
    2 sources (news, press_release); 3 forward row(s); quote_verified
    Goldman Sachs reported quarterly EPS of $20.98 and revenue of $20.34 billion and increased its quarterly dividend to $5.00 per share.
  11. NEOS Investments Acquisition · M&A and divestituresPriority 57
    2 forward row(s); quote_verified
    Goldman Sachs is paying up to $2.25 billion for NEOS Investments, the issuer behind NEOS Nasdaq-100® High Income ETF (QQQI).
  12. ETF Platform Demand · Demand, orders & backlogPriority 56
    quote_verified
    Goldman Sachs said the NEOS deal positions it as a top eight active ETF provider with $80 billion in active ETFs across a $130 billion global ETF platform.

Threads by pillar

Revenue & Demand Priority 87 · 8 threads

Costs & Margins Priority 63 · 5 threads

Capital & Balance Sheet Priority 77 · 13 threads

Strategy & Portfolio Priority 82 · 13 threads

Legal, Regulatory & Policy Priority 38 · 5 threads

Guidance & Outlook Priority 70 · 5 threads

Macro & Market Conditions Priority 38 · 7 threads

Management & Governance Priority 31 · 1 thread

Shareholders & Street Priority 26 · 1 thread

Unclassified Priority 91 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
operating_income——-9.0%
revenue——+65.0%