Financial Performance and Outlook slide image

Financial Performance and Outlook

Corporate Segment Reported net loss of $591MM - Adjusted¹ loss of $133MM P&L ($MM) Reported Net Income (Loss) Q4/23 Q3/23 Q4/22 (591) (782) 2,661 Adjustments for items of note Amortization of acquired intangibles² 92 88 57 Acquisition and integration charges related 31 54 18 to the Schwab transaction³ Share of restructuring charges from 35 investment in Schwab³ 35 Restructuring charges 363 Payment related to the termination of the First Horizon transaction 306 Additional notes: . The Corporate segment includes corporate expenses, other items not fully allocated to operating segments, and net treasury and capital management-related activities. See page 16 of the Bank's Q4 2023 Earnings News Release (ENR) for more information. The Bank's U.S. strategic cards portfolio comprises agreements with certain U.S. retailers pursuant to which TD is the U.S. issuer of private label and co-branded consumer credit cards to the retailers' U.S. customers. Under the terms of the individual agreements, the Bank and the retailers share in the profits generated by the relevant portfolios after the provision for credit losses (PCL). Under IFRS, TD is required to present the gross amount of revenue and PCL related to these portfolios in the Bank's Consolidated Statement of Income. The Corporate segment reflects the retailer program partners' share of revenues and PCL, with an offsetting amount reflecting the partners' net share recorded in Non- interest expenses. This results in no impact to the Corporate segment reported net income (loss). The U.S. Retail segment reflects only the portion of revenue and PCL attributable to TD under the agreements in its reported net income. The Bank accounts for its investment in Schwab using the equity method and reports its after-tax share of Schwab's earnings with a one-month lag. The U.S. Retail segment reflects the Bank's share of net income from its investment in Schwab. The Corporate segment net income (loss) includes amounts for the amortization of acquired intangibles, acquisition and integration charges related to the Schwab transaction, share of restructuring charges from investment in Schwab, restructuring charges, and impact from the terminated First Horizon acquisition-related capital hedging strategy. Impact from the terminated First Horizon acquisition-related capital hedging strategy Impact of retroactive tax legislation on payment card clearing services Gain on sale of Schwab shares Impact of Taxes Net Income (Loss) - Adjusted¹ Net Corporate Expenses Other Net Income (Loss) - Adjusted¹ TD 64 177 (2,319) 57 (997) (127) (82) 570 (133) (182) (10) (227) (333) (187) 94 151 177 (133) (182) (10) 17
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