| TFC |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.10 vs. cons $1.077 |
HIGH |
| TFC |
Report |
Net Interest Income (Q2 2026) |
IN-LINE |
pred ~$3.66B vs. cons $3.640B |
MEDIUM |
| TFC |
Report |
Noninterest Income - Operating (Q2 2026) |
BEAT |
pred ~$1.58B vs. cons $1.543B |
MEDIUM |
| TFC |
Guide |
FY 2026 NII (FY 2026) |
UNCHANGED |
guide reaffirm ~+2-3% vs. cons $14.729B |
HIGH |
| TFC |
Guide |
FY 2026 Fee Income (FY 2026) |
BETTER |
guide tracking toward high end of high single-digit vs. cons $6.340B |
MEDIUM |
| TFC |
Guide |
FY 2026 Expenses (FY 2026) |
UNCHANGED |
guide reaffirm ~+1.75% GAAP vs. cons $12.263B |
HIGH |
| TFC |
Guide |
FY 2026 NCO Rate (FY 2026) |
UNCHANGED |
guide reaffirm ~55 bps vs. cons ~55 bps |
HIGH |
| TFC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| TFC |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises FY EPS up on fee beat and lower tax rate; NIM expansion narrative intact into H2 |
MEDIUM |