| TFC |
Report |
Adjusted EPS |
BEAT |
pred ~$1.11 vs. cons $1.08 |
MEDIUM |
| TFC |
Report |
Total revenue |
BEAT |
pred ~$5.31B vs. cons $5.24B |
MEDIUM |
| TFC |
Report |
Taxable-equivalent net interest income |
IN-LINE |
pred ~$3.69B vs. cons $3.68B |
MEDIUM |
| TFC |
Guide |
Total revenue growth |
UNCHANGED |
guide ~4.0% vs. cons 4.0% (FY2026) |
HIGH |
| TFC |
Guide |
Net interest income growth |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
MEDIUM |
| TFC |
Guide |
Noninterest income growth |
BETTER |
guide ~9.5% vs. cons 9.0% (FY2026) |
MEDIUM |
| TFC |
Guide |
Average loan growth |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
MEDIUM |
| TFC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| TFC |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A fee-driven revenue and EPS beat supports the initial reaction, but unchanged FY2026 revenue and NII guidance leaves out-period estimates only modestly higher; the elevated post-CEO-announcement setup should cause most of the day-1 gain to fade. |
MEDIUM |