| FITB |
Report |
Net Interest Income (Q2 2026) |
IN-LINE |
pred ~$2.23B vs. cons $2.212B |
MEDIUM |
| FITB |
Report |
Net Charge-Off Ratio (Q2 2026) |
BEAT |
pred ~30 bps vs. cons 32.2 bps |
HIGH |
| FITB |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.00 vs. cons $0.983 |
MEDIUM |
| FITB |
Guide |
FY2026 NII (full year) |
BETTER |
guide ~$8.75B-$8.85B vs. cons $8.743B |
MEDIUM |
| FITB |
Guide |
FY2026 NCO (full year) |
BETTER |
guide ~30-37 bps vs. cons 34.2 bps |
MEDIUM |
| FITB |
Guide |
Q3 2026 NII (next quarter) |
UNCHANGED |
guide ~$2.25B-$2.30B vs. cons $2.276B |
MEDIUM |
| FITB |
Guide |
Buyback (qualitative, H2 2026) |
BETTER |
announce Q3 buyback ~$200-300M vs. no current consensus |
LOW |
| FITB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| FITB |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE — short covering + modest estimate revisions sustain the move; no aggressive fade given real FY NII raise |
MEDIUM |