USB U.S. Bancorp

FY2025 10-K
Filed: Feb 23, 2026
Financials
National Commercial BanksSEC EDGAR

U.S. Bancorp (USB) filed its fiscal year 2025 10-K annual report with the SEC on Feb 23, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Diversified U.S. financial holding company offering banking, lending, payments, wealth management, and capital markets via 2,075 branches across 26 states
  • Pending acquisition of BTIG for up to $1B ($725M targeted at closing + up to $275M performance-contingent over 3 years), expanding institutional trading and investment banking capabilities
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Management Discussion & Analysis

  • Revenue $28.7B total net revenue in 2025, up $1.2B (4.4%) YoY; net interest income $16.6B (+2.2%), noninterest income $11.9B (+7.6%)
  • Efficiency ratio 58.6% vs 62.3% in 2024; ROA 1.12% vs 0.95%; ROE 13.0% vs 11.7%; net income $7.6B vs $6.3B
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Risk Factors

  • Cybersecurity key-person gap: permanent CISO departed November 2025; two deputy CISOs serving as interim co-CISOs while search continues
  • Third-party cybersecurity exposure: reliance on outsourced service providers with contractual assurances as primary risk mitigation, no quantified concentration disclosed
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Financial Summary
XBRL

Revenue

$28.7B

Net Income

$7.6B

Net Margin

26.4%

ROE

11.6%

Total Assets

$692.3B

EPS (Diluted)

$4.62

Operating Cash Flow

$8.0B

Source: XBRL data from U.S. Bancorp FY2025 10-K filing on SEC EDGAR. All figures in USD.

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