Fifth Third Bancorp (FITB) 8-K Fifth Third Bancorp Reports Second Quarter Earnings

Exhibit 99.2

July 2009

QUARTERLY FINANCIAL SUPPLEMENT

Investment Community Member:

To assist in your financial analysis, the following supplement of most requested information concerning Fifth Third Bancorp is provided.

Numbers are unaudited for quarterly information.

If you need further information, please fax or e-mail your request to Fifth Third’s Investor Relations Department at (513) 534-3945 or IR@53.com

Jim Eglseder	Rich Rosen
VP / Investor Relations	VP / Investor Relations
(513) 534-8424	(513) 534-3307

Quarterly Data

	Three Months Ended
	June 30, 2009		March 31, 2009			December 31, 2008			September 30, 2008			June 30, 2008			March 31, 2008		December 31, 2007		September 30, 2007
Ratios (percent)
Return on assets		3.05		0.17			(7.16	)		(0.19	)		(0.72	)		1.03		0.06		1.26
Return on average common equity		41.2		(1.4	)		(94.6	)		(3.3	)		(8.5	)		12.3		0.7		13.8
Average equity as a percent of average assets		10.78		10.18			8.65			9.45			8.59			8.43		8.77		9.13
Net interest margin (a)		3.26		3.06			3.46			4.24			3.04			3.41		3.29		3.34
Efficiency (a)		29.9		65.1			131.3			54.2			58.6			42.3		72.6		59.2
Net losses charged off as a percent of average loans and leases		3.08		2.38			7.50			2.17			1.66			1.37		0.89		0.60
Allowance for loan and lease losses as a percent of loans and leases		4.28		3.72			3.31			2.41			1.85			1.49		1.17		1.08
Allowance for credit losses as a percent of loans and leases		4.57		4.00			3.54			2.56			1.98			1.62		1.29		1.19
Nonperforming assets as a percent of loans, leases and other assets, including OREO (b) (c)		3.48		3.19			2.38			2.86			2.26			1.81		1.25		0.89
Allowance for loan and lease losses as a percent of nonperforming assets (c)		109.17		100.63			112.44			83.98			81.49			81.96		93.13		121.70
Allowance for credit losses as a percent of nonperforming assets		116.67		108.20			120.30			89.35			87.41			88.96		102.57		133.28
Common Share Data
Earnings per share	$	1.35	$	(0.04	)	$	(3.78	)	$	(0.14	)	$	(0.37	)	$	0.54	$	0.03	$	0.61
Earnings per diluted share		1.15		(0.04	)		(3.78	)		(0.14	)		(0.37	)		0.54		0.03		0.61
Cash dividends per common share		0.01		0.01			0.01			0.15			0.15			0.44		0.44		0.42
Book value per share		12.71		13.61			13.57			16.65			16.75			17.56		17.18		17.43
Common shares outstanding, excluding treasury		795,313,448		576,935,997			577,386,612			577,486,544			577,529,636			532,106,075		532,671,925		532,626,990
Market price per share:
High	$	9.15	$	8.65		$	14.75		$	21.00		$	23.75		$	28.58	$	35.34	$	41.17
Low		2.50		1.01			6.32			7.96			8.96			20.25		24.82		33.60
End of period		7.10		2.92			8.26			11.90			10.18			20.92		25.13		33.88
Price/earnings ratio (c)		NM		NM			NM			198.33			12.57			11.19		12.69		16.37
Supplemental Data
Common dividends declared ($ in millions)	$	8	$	5		$	6		$	87		$	87		$	234	$	234	$	224
Full-time equivalent employees		20,702		20,618			21,476			21,522			21,617			21,726		21,683		20,775
Banking centers		1,306		1,311			1,307			1,298			1,308			1,232		1,227		1,181
ATMs		2,355		2,354			2,341			2,329			2,329			2,221		2,211		2,153

(a) Presented on a fully taxable equivalent basis (“FTE”).

(b) Excludes nonperforming assets held for sale.

(c) Based on the most recent twelve-month earnings per diluted share and end of period stock prices. (NM = Not Meaningful)

2

Quarterly Data

	Three Months Ended
	June 30, 2009			March 31, 2009			December 31, 2008			September 30, 2008			June 30, 2008			March 31, 2008			December 31, 2007			September 30, 2007
Income Statement ($ in millions)
Interest income (FTE)	$	1,184		$	1,183		$	1,411		$	1,553		$	1,213		$	1,453		$	1,556		$	1,535
Interest expense		348			402			514			485			469			627			771			775
Net interest income (FTE)		836			781			897			1,068			744			826			785			760
Provision for loan and lease losses		1,041			773			2,356			941			719			544			284			139
Noninterest income:
Electronic payment processing revenue		243			223			230			235			235			213			223			212
Service charges on deposits		162			146			162			172			159			147			160			151
Investment advisory revenue		73			76			78			90			92			93			94			95
Corporate banking revenue		99			116			121			104			111			107			106			91
Mortgage banking net revenue		147			134			(29	)		45			86			97			26			26
Gain on sale of FTPS joint venture		1,764			—			—			—			—			—			—			—
Other noninterest income		49			10			24			112			49			177			(113	)		93
Securities gains (losses), net		5			(24	)		(40	)		(63	)		(10	)		27			7			13
Securities gains, net - non-qualifying hedges on mortgage servicing rights		41			16			96			22			—			3			6			—
Total noninterest income		2,583			697			642			717			722			864			509			681
Noninterest expense:
Salaries, wages and incentives		346			327			337			321			331			347			328			310
Employee benefits		75			83			61			72			60			85			56			67
Payment processing expense		75			67			70			70			67			66			68			65
Net occupancy expense		79			79			77			77			73			72			70			66
Technology and communications		45			45			48			47			49			47			47			41
Equipment expense		31			31			35			34			31			31			32			30
Other noninterest expense		370			330			1,394			346			247			67			339			274
Total noninterest expense		1,021			962			2,022			967			858			715			940			853
Income (loss) before income taxes (FTE)		1,357			(257	)		(2,839	)		(123	)		(111	)		431			70			449
Taxable equivalent adjustment		5			5			5			5			6			6			6			6
Income (loss) before income taxes		1,352			(262	)		(2,844	)		(128	)		(117	)		425			64			443
Applicable income taxes		470			(312	)		(702	)		(72	)		85			139			48			118
Net income (loss)	$	882		$	50		$	(2,142	)	$	(56	)	$	(202	)	$	286		$	16		$	325
Net income (loss) available to common shareholders	$	856		$	(26	)	$	(2,184	)	$	(81	)	$	(202	)	$	286		$	16		$	325
Regulatory Capital Data ($ in millions) (a)
Tier I capital	$	13,742		$	11,924		$	11,924		$	9,734		$	9,829		$	8,993		$	8,924		$	9,201
Tier II capital		4,330			4,578			4,722			4,239			4,202			4,211			2,809			2,623
Total risk-based capital	$	18,072		$	16,502		$	16,646		$	13,973		$	14,031		$	13,204		$	11,733		$	11,824
Risk-weighted assets	$	106,540		$	109,087		$	112,622		$	113,601		$	115,481		$	116,451		$	115,529		$	108,754
Tier I capital ratio		12.90	%		10.93	%		10.59	%		8.57	%		8.51	%		7.72	%		7.72	%		8.46	%
Total risk-based capital ratio		16.96	%		15.13	%		14.78	%		12.30	%		12.15	%		11.34	%		10.16	%		10.87	%
Tier I leverage ratio		12.17	%		10.29	%		10.27	%		8.77	%		9.08	%		8.28	%		8.50	%		9.23	%
Tier I common equity ratio		7.00	%		4.50	%		4.37	%		5.18	%		5.18	%		5.74	%		5.72	%		7.17	%

(a) Current period regulatory capital data and ratios are estimated.

3

Quarterly Data

	As of
	June 30, 2009			March 31, 2009			December 31, 2008			September 30, 2008			June 30, 2008			March 31, 2008			December 31, 2007			September 30, 2007
Balance Sheet ($ in millions, except share data)
Assets
Cash and due from banks	$	2,899		$	2,491		$	2,739		$	2,774		$	2,853		$	3,092		$	2,660		$	2,494
Available-for-sale and other securities		16,061			16,916			12,728			13,177			12,718			12,421			10,677			10,777
Held-to-maturity securities		357			358			360			360			361			353			355			346
Trading securities		1,354			1,407			1,191			915			241			184			171			155
Other short-term investments		513			1,587			3,578			229			286			517			620			765
Total cash and securities		21,184			22,759			20,596			17,455			16,459			16,567			14,483			14,537
Loans held for sale		3,341			2,602			1,452			1,000			889			2,573			4,329			2,761
Portfolio loans and leases		81,429			82,569			84,143			85,498			85,524			80,886			80,253			76,254
Total loans and leases		84,770			85,171			85,595			86,498			86,413			83,459			84,582			79,015
Allowance for loan and lease losses		(3,485	)		(3,070	)		(2,787	)		(2,058	)		(1,580	)		(1,205	)		(937	)		(827	)
Bank premises and equipment		2,440			2,490			2,494			2,470			2,444			2,265			2,223			2,127
Operating lease equipment		474			470			463			369			364			317			353			283
Goodwill		2,417			2,623			2,624			3,592			3,603			2,460			2,470			2,192
Intangible assets		133			154			168			188			203			143			147			138
Servicing rights		595			481			499			687			701			596			618			626
Other real estate owned		249			255			231			214			208			193			159			127
Other assets		7,207			7,980			9,881			6,879			6,160			6,601			6,864			6,047
Total assets	$	115,984		$	119,313		$	119,764		$	116,294		$	114,975		$	111,396		$	110,962		$	104,265
Liabilities
Deposits:
Demand	$	17,202		$	16,370		$	15,287		$	14,241		$	16,259		$	14,949		$	14,404		$	13,174
Interest checking		14,630			14,510			14,222			13,251			14,002			14,842			15,254			14,294
Savings		16,819			16,517			16,063			15,955			16,602			16,572			15,635			15,599
Money market		4,193			4,353			4,689			5,352			6,806			7,077			6,521			6,163
Foreign office		2,244			1,671			2,144			1,999			2,174			2,354			2,572			2,014
Other time		14,540			14,571			14,350			11,778			9,839			9,883			11,440			10,267
Certificates - $100,000 and over		10,688			11,784			11,851			13,173			10,870			4,993			6,738			5,973
Other foreign office		504			6			7			1,711			864			731			2,881			1,898
Total deposits		80,820			79,782			78,613			77,460			77,416			71,401			75,445			69,382
Federal funds purchased		435			363			287			2,521			2,447			5,612			4,427			5,130
Other short-term borrowings		6,802			11,076			9,959			8,791			5,628			6,387			4,747			3,796
Other liabilities		4,125			3,812			5,243			3,879			3,684			4,603			4,325			4,166
Long-term debt		10,102			12,178			13,585			12,947			15,046			14,041			12,857			12,498
Total liabilities		102,284			107,211			107,687			105,598			104,221			102,044			101,801			94,972
Shareholders’ Equity
Common and preferred equity		13,752			12,180			12,208			10,986			11,138			11,537			11,496			11,665
Net unrealized gains (losses):
Available-for-sale securities		157			178			115			(47	)		(132	)		2			(94	)		(149	)
Qualifying cash flow hedges		95			76			88			41			34			64			25			6
Accumulated other comprehensive income related to employee benefit plans		(100	)		(103	)		(105	)		(53	)		(54	)		(55	)		(57	)		(55	)
Treasury stock, at cost		(204	)		(229	)		(229	)		(231	)		(232	)		(2,196	)		(2,209	)		(2,174	)
Total shareholders’ equity		13,700			12,102			12,077			10,696			10,754			9,352			9,161			9,293
Total liabilities & shareholders’ equity	$	115,984		$	119,313		$	119,764		$	116,294		$	114,975		$	111,396		$	110,962		$	104,265
Share Data
Preferred shares outstanding		152,771			180,620			180,620			53,550			53,550			9,250			9,250			9,250
Common shares outstanding, excluding treasury		795,313,448			576,935,997			577,386,612			577,486,544			577,529,636			577,529,636			532,671,925			532,626,990
Treasury shares held		6,190,740			6,491,107			6,040,492			5,940,560			5,897,468			51,321,029			51,516,339			50,800,114

4

Quarterly Data

	Three Months Ended
	June 30, 2009			March 31, 2009			December 31, 2008			September 30, 2008			June 30, 2008			March 31, 2008			December 31, 2007			September 30, 2007
Average Balance Sheet ($ in millions, except share data)
Assets
Interest-earning assets:
Loans and leases	$	84,996		$	85,828		$	87,425		$	85,772		$	85,212		$	84,912		$	82,172		$	78,243
Taxable securities		16,778			16,283			14,882			13,310			12,554			11,560			11,360			11,180
Tax exempt securities		242			262			288			315			364			403			464			490
Other short-term investments		742			1,290			513			890			445			634			682			499
Total interest-earning assets		102,758			103,663			103,108			100,287			98,575			97,509			94,678			90,412
Cash and due from banks		2,350			2,438			2,897			2,468			2,357			2,236			2,424			2,189
Other assets		13,907			15,364			15,090			13,683			12,370			12,477			11,444			10,330
Allowance for loan and lease losses		(3,137	)		(2,784	)		(2,142	)		(1,654	)		(1,204	)		(931	)		(819	)		(800	)
Total assets	$	115,878		$	118,681		$	118,953		$	114,784		$	112,098		$	111,291		$	107,727		$	102,131
Liabilities
Interest-bearing liabilities:
Interest checking	$	14,837		$	14,229		$	13,698		$	13,843		$	14,396		$	14,836		$	14,394		$	14,334
Savings		16,705			16,272			15,960			16,154			16,583			16,075			15,616			15,390
Money market		4,167			4,559			4,983			6,051			6,592			6,896			6,363			6,247
Foreign office		1,717			1,755			1,876			2,126			2,169			2,443			2,249			1,808
Other time		14,612			14,501			13,337			10,780			9,517			10,884			11,011			10,290
Certificates - $100,000 and over		11,455			11,802			12,468			11,623			8,143			5,835			6,613			6,062
Other foreign office		240			247			1,090			395			2,948			3,861			2,464			1,981
Federal funds purchased		542			701			2,016			1,013			3,643			5,258			4,189			4,322
Other short-term borrowings		8,002			9,621			10,912			9,613			5,623			4,937			4,890			3,285
Long-term debt		11,130			12,531			13,101			14,392			14,803			13,328			13,188			12,351
Total interest-bearing liabilities		83,407			86,218			89,441			85,990			84,417			84,353			80,977			76,070
Demand deposits		16,689			15,532			14,602			14,225			14,023			13,208			13,345			13,143
Other liabilities		3,292			4,847			4,619			3,726			4,029			4,351			3,959			3,594
Total liabilities		103,388			106,597			108,662			103,941			102,469			101,912			98,281			92,807
Shareholders’ equity		12,490			12,084			10,291			10,843			9,629			9,379			9,446			9,324
Total liabilities & shareholders’ equity	$	115,878		$	118,681		$	118,953		$	114,784		$	112,098		$	111,291		$	107,727		$	102,131
Average loans and leases (excluding held for sale)	$	81,573		$	83,561		$	86,369		$	84,695		$	83,537		$	80,945		$	78,174		$	76,295
Average common shares outstanding:
Basic		629,789,476			571,810,034			571,809,026			571,705,319			540,029,899			528,497,585			529,119,898			530,123,356
Diluted		718,245,141			571,810,034			571,809,026			571,705,319			540,029,899			530,372,174			530,938,891			532,470,709

5

Quarterly Data

	Three Months Ended
	June 30, 2009			March 31, 2009			December 31, 2008			September 30, 2008			June 30, 2008			March 31, 2008			December 31, 2007			September 30, 2007
End of Period Loans and Leases ($ in millions)(net of unearned discount)
Commercial:
Commercial loans	$	28,419		$	28,627		$	29,220		$	29,424		$	28,958		$	27,937		$	26,079		$	23,317
Commercial mortgage		12,600			12,768			12,952			13,355			13,394			12,155			11,967			11,178
Commercial construction		4,641			4,930			5,114			6,002			6,007			5,592			5,561			5,463
Commercial leases		3,532			3,521			3,666			3,642			3,647			3,727			3,737			3,710
Subtotal - commercial		49,192			49,846			50,952			52,423			52,006			49,411			47,344			43,668
Consumer:
Residential mortgage		11,440			10,972			10,292			10,292			10,704			10,985			11,433			9,945
Home equity		12,511			12,710			12,752			12,599			12,421			11,803			11,874			11,737
Automobile loans		8,741			8,688			8,594			8,306			8,362			8,394			11,183			11,043
Credit card		1,914			1,816			1,811			1,688			1,717			1,686			1,591			1,460
Other consumer loans and leases		972			1,139			1,198			1,190			1,203			1,180			1,157			1,162
Subtotal - consumer		35,578			35,325			34,647			34,075			34,407			34,048			37,238			35,347
Total loans and leases	$	84,770		$	85,171		$	85,599		$	86,498		$	86,413		$	83,459		$	84,582		$	79,015
Average Loans and Leases ($ in millions)(net of unearned discount)
Commercial:
Commercial loans	$	28,038		$	28,968		$	30,227		$	28,284		$	28,557		$	26,617		$	24,526		$	22,345
Commercial mortgage		12,668			12,809			13,194			13,257			12,590			12,052			11,588			11,117
Commercial construction		4,842			5,115			5,990			6,110			5,700			5,577			5,544			5,499
Commercial leases		3,512			3,564			3,610			3,642			3,747			3,723			3,692			3,700
Subtotal - commercial		49,060			50,456			53,021			51,293			50,594			47,969			45,350			42,661
Consumer:
Residential mortgage		11,669			10,921			10,327			10,711			11,244			11,699			11,181			10,396
Home equity		12,636			12,763			12,677			12,534			12,012			11,846			11,843			11,752
Automobile loans		8,692			8,687			8,428			8,303			8,439			10,542			11,158			10,865
Credit card		1,863			1,825			1,748			1,720			1,703			1,660			1,461			1,366
Other consumer loans and leases		1,075			1,177			1,225			1,211			1,221			1,196			1,179			1,203
Subtotal - consumer		35,935			35,373			34,405			34,479			34,619			36,943			36,822			35,582
Total average loans and leases	$	84,995		$	85,829		$	87,426		$	85,772		$	85,213		$	84,912		$	82,172		$	78,243
Asset Quality ($ in millions)
Nonaccrual loans and leases	$	2,387		$	2,229		$	1,696		$	2,179		$	1,670		$	1,224		$	813		$	542
Nonaccrual loans held for sale		352			403			473			—			—			—			—			—
Restructured loans and leases (non accrual)		200			167			80			50			56			43			22			—
Other assets, including other real estate owned		253			252			230			222			212			204			171			137
Total nonperforming assets	$	3,192		$	3,051		$	2,479		$	2,451		$	1,938		$	1,471		$	1,006		$	679
Ninety days past due loans and leases	$	762		$	733		$	662		$	671		$	608		$	539		$	491		$	360
Commercial loans and leases	$	673		$	704		$	586		$	573		$	425		$	311		$	180		$	180
Commercial mortgage		953			900			715			724			524			312			243			146
Commercial construction loans		837			736			578			636			537			408			249			105
Consumer mortgage and construction		360			346			279			221			166			156			98			64
Other consumer loans and leases		116			113			91			75			74			80			65			47
Total nonperforming loans and leases (including held for sale)	$	2,939		$	2,799		$	2,249		$	2,229		$	1,726		$	1,267		$	835		$	542
Credit Charge-Offs ($ in millions)
Gross charge-offs	$	(658	)	$	(521	)	$	(1,652	)	$	(481	)	$	(365	)	$	(293	)	$	(193	)	$	(127	)
Recoveries		32			31			25			18			21			17			19			12
Net losses charged off	$	(626	)	$	(490	)	$	(1,627	)	$	(463	)	$	(344	)	$	(276	)	$	(174	)	$	(115	)

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