| JPM |
Report |
Diluted EPS |
BEAT |
pred ~$5.77 vs. cons $5.61 |
MEDIUM |
| JPM |
Report |
Managed revenue |
BEAT |
pred ~$50.2B vs. cons $49.5B |
MEDIUM |
| JPM |
Report |
Markets revenue |
BEAT |
pred ~$11.9B vs. cons $11.6B |
MEDIUM |
| JPM |
Guide |
Net interest income excluding Markets |
UNCHANGED |
guide ~$95.0B vs. cons $95.0B (FY2026) |
HIGH |
| JPM |
Guide |
Adjusted expenses |
UNCHANGED |
guide ~$106.0B vs. cons $106.0B (FY2026) |
HIGH |
| JPM |
Guide |
Card Services net charge-off rate |
LOWER |
guide ~3.3% vs. cons 3.4% (FY2026) |
MEDIUM |
| JPM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.7% |
— |
LOW |
| JPM |
Return |
5-day cumulative residual |
-1.8% (FADE) |
A ~2.9% EPS beat versus consensus is likely offset by FY2026 ex-Markets NII guidance of ~$95.0B versus ~$95.0B consensus and expense guidance of ~$106.0B versus ~$106.0B consensus; the lack of durable out-period revenue upside leaves forward EPS revisions near flat-to-down after a trading-led beat. |
MEDIUM |