| GS |
Report |
Diluted EPS |
BEAT |
pred ~$14.70 vs. cons $14.15 |
MEDIUM |
| GS |
Report |
Equities revenue |
BEAT |
pred ~$5.05B vs. cons $4.90B |
MEDIUM |
| GS |
Report |
Investment-banking fees |
BEAT |
pred ~$2.84B vs. cons $2.75B |
MEDIUM |
| GS |
Guide |
Investment-banking backlog index |
BETTER |
guide ~103 vs. cons 100 (2H26) |
MEDIUM |
| GS |
Guide |
Efficiency ratio |
BETTER |
guide ~60.0% vs. cons 60.5% (FY26) |
MEDIUM |
| GS |
Guide |
Effective tax rate |
UNCHANGED |
guide ~20.0% vs. cons 20.0% (FY26) |
HIGH |
| GS |
Guide |
Long-term fee-based net inflow rate |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY26) |
MEDIUM |
| GS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.1% |
— |
MEDIUM |
| GS |
Return |
5-day cumulative residual |
+0.3% (FADE) |
The predicted EPS beat is ~3.9% versus consensus, but an unchanged ~20% tax-rate outlook and limited out-period operating-target changes imply only ~1% upward FY26–FY27 estimate revisions; the initial relief rally should therefore partially fade. |
MEDIUM |