| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $24.8B | +14.3% |
| Net income | $193.0M | +1278.6% |
| Op income | – | – |
| EPS (dil.) | $3.15 | +60.7% |
| EPS (basic) | – | – |
| Net margin | 23.6% | +5.0pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| dividend | increase by 12% | Q3 2026 | directional | New |
| return_on_tangible_common_equity | 10% to 11% | FY2026 | tight_range | New |
| efficiency_ratio | around 60% | FY2026 | point | Maintained |
| net_credit_losses | 4.0% to 4.5% | FY2026 | tight_range | New |
| return_on_tangible_common_equity | 10% to 11% | FY2026 | tight_range | New |
| net_interest_income_excluding_markets | 5% to 6% | FY2026 | tight_range | New |
| net_interest_income_excluding_markets | in-line with the second quarter's absolute level | Q3 2026 | directional | New |
| net_interest_income_excluding_markets | in-line with the second quarter's absolute level | Q4 2026 | directional | New |
| markets_revenue | decline approximately 20% between the first and second half of the year | FY2026 | directional | New |
| return_on_tangible_common_equity | 11% to 13% | FY2027 | tight_range | New |
| return_on_tangible_common_equity | 14% to 15% | medium term | tight_range | New |
| capital_freed_up | around $5 billion | early 2027 | point | New |
| risk_weighted_assets | almost $40 billion | early 2027 | point | New |
| marketing_spend | increasing | second half 2026 | directional | New |
| investment_spend | elevated | second half 2026 | directional | New |
| investment_spend | accelerated | second half 2026 | directional | New |
| severance_expenses | not providing guidance | second half 2026 | refused | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $21.6B | -12.3% |
| Net income | $43.0M | -71.9% |
| Op income | – | – |
| EPS (dil.) | $3.06 | +56.1% |
| EPS (basic) | – | – |
| Net margin | 23.5% | +4.7pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $19.9B | +2.0% | $85.2B |
| Net income | $2.5B | -13.5% | $14.3B |
| Op income | – | – | – |
| EPS (dil.) | $1.19 | -11.2% | – |
| EPS (basic) | – | – | – |
| Net margin | 12.4% | -2.2pp |
| Q3 FY25 | YoY | |
|---|---|---|
| Revenue | $22.1B | +9.0% |
| Net income | $3.8B | +16.0% |
| Op income | – | – |
| EPS (dil.) | $1.86 | +23.2% |
| EPS (basic) | – | – |
| Net margin | 17.0% | +1.0pp |
| Q2 FY25 | YoY | |
|---|---|---|
| Revenue | $21.7B | +8.0% |
| Net income | $4.0B | +25.0% |
| Op income | – | – |
| EPS (dil.) | $1.96 | +28.9% |
| EPS (basic) | – | – |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-06 | – | 31 | 352 |
| 8-K | 2026-07-14 | Q2 2026 | 9 | 0 |
| 8-K | 2026-05-21 | – | 2 | 0 |
| 10-Q | 2026-05-07 | – | 34 | 846 |
| 8-K | 2026-04-14 | Q1 2026 | 8 | 0 |
| DEF 14A | 2026-04-02 | – | 12 | 0 |
| 10-K | 2026-02-20 | – | 53 | 1245 |
| 8-K | 2026-02-12 | – | 3 | 0 |
| 8-K | 2026-02-12 | – | 5 | 0 |
| 8-K | 2026-02-03 | – | 5 | 0 |
Showing the latest 10 of 35 — the full set is in the API.