| CFG |
Report |
NII (Q2 2026) |
BEAT |
pred ~$1,630M vs. cons $1,613M |
MEDIUM |
| CFG |
Report |
Capital Markets Fees (Q2 2026) |
BEAT |
pred ~$155M vs. cons $147M |
MEDIUM |
| CFG |
Report |
NCO Ratio (Q2 2026) |
BEAT |
pred ~0.355% vs. cons 0.370% |
MEDIUM |
| CFG |
Guide |
NIM Trajectory (FY 2026) |
BETTER |
guide reaffirm 3.22-3.28% 4Q26 cone vs. feared stall |
HIGH |
| CFG |
Guide |
FY 2026 NII (full year) |
UNCHANGED |
guide reaffirm +10-12% YoY vs. implied ~$6.3B cons |
HIGH |
| CFG |
Guide |
Q3 2026 NII |
UNKNOWN |
guide ~+2-3% QoQ vs. cons UNVERIFIED |
LOW |
| CFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CFG |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — beat absorbed day-1, modest upward revision drift over 5 days as sell-side models NII beat and NIM progress into H2; no implicit cut in out-period math limits downside pressure |
MEDIUM |