First Quarter, 2024 Earnings Report slide image

First Quarter, 2024 Earnings Report

Business Segment Trends Capital Markets & Direct Financial Services Revenue (TEB) ($MM)1 Revenue Composition by Line of Business ($MM)1 1,561 1,509 1,481 1,481 1,561 1,509 1,481 1,481 1,362 1,362 1,355 1,355 321 1,362 1,362 1,355 1,355 306 306 1,290 1,290 321 1,290 1,290 298 298 321 321 705 312 312 653 ROE 683 683 571 571 519 519 443 488 488 389 389 443 395 395 430 430 423 423 Reported 26.4% 266 266 336 336 317 317 303 303 352 352 Adjusted² 24.8% 786 786 797 745 YoY 1% / (1)%2 669 669 604 604 555 555 532 532 475 475 500 500 499 499 504 504 Q1/23 Q2/23 Q3/23 | Non-Trading Net Interest Income - Reported Non-Trading Non-Interest Income - Reported Trading Revenue (TEB) - Reported Q4/23 Q1/24 Non-Trading Net Interest Income - Adjusted² Non-Trading Non-Interest Income - Adjusted² Trading Revenue (TEB) - Adjusted 2,3 Non-Interest Expenses ($MM) & Efficiency Ratio (%) Q1/23 Q2/23 ■Global Markets - Reported ■Global Markets - Adjusted 2,3 Q3/23 Q4/23 Corp. & Inv. Bnkg - Reported Corp. & Inv. Bnkg - Adjusted² Q1/24 DFS - Reported DFS - Adjusted² DFS Revenue Growth Average Loans & Deposits ($B)4,5 760) 56.9% 60.0% 119 121 117 117 119 740 48.8% 49.7% 734 1200) 43.9% 47.2% 50.0% 45.6% 712 40.0% 700 69 71 71 70 71 680 673 30.0% 664 660 650 20.0% 640 10.0% 620 600 0.0% Q1/23 Q2/23 Q3/23 Q4/23 Non-Interest Expenses Efficiency Ratio - Reported Q1/24 Efficiency Ratio - Adjusted2 Q1/23 Q2/23 Q3/23 Q4/23 Q1/24 ■Loans Deposits Endnotes are included on slides 49 to 54. CIBC First Quarter, 2024 +5% YOY Total Trading Revenue Growth (excl. TEB) +5% YOY 34
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