| C |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$3.00 vs. cons $2.77 |
MEDIUM |
| C |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$24.5B vs. cons $23.72B |
MEDIUM |
| C |
Report |
Markets Revenue (Q2 2026) |
BEAT |
pred ~$7.0B vs. cons $6.60B |
MEDIUM |
| C |
Guide |
NII ex-Markets growth (FY2026) |
UNCHANGED |
guide 5-6% tracking toward high end vs. cons $64.45B |
HIGH |
| C |
Guide |
Efficiency Ratio (FY2026) |
UNCHANGED |
guide around 60% vs. cons 59.6% |
HIGH |
| C |
Guide |
ROTCE (FY2026) |
UNCHANGED |
guide 10-11% more confident tone vs. cons 11.1% |
HIGH |
| C |
Guide |
US Card NCL Rate (FY2026) |
UNCHANGED |
guide 4.0-4.5% maintained vs. UNVERIFIED |
MEDIUM |
| C |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| C |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest estimate revision lift as street moves FY EPS from ~$11.08 to ~$11.30-11.50; partially offset by profit-taking after day-1 move |
LOW |