| USB |
Report |
Fee Revenue (Q2 2026) |
BEAT |
pred ~$3,290M vs. cons $3,231M |
MEDIUM |
| USB |
Report |
NII FTE (Q2 2026) |
IN-LINE |
pred ~$4,370M vs. cons $4,342M |
MEDIUM |
| USB |
Report |
EPS Operating (Q2 2026) |
BEAT |
pred ~$1.31 vs. cons $1.279 |
MEDIUM |
| USB |
Guide |
FY 2026 EPS incl. BTIG (FY 2026) |
BETTER |
guide ~$5.22 vs. cons $5.139 |
MEDIUM |
| USB |
Guide |
Q3 2026 NII (Q3 2026) |
BETTER |
guide ~$4,630M vs. cons ~$4,470M |
MEDIUM |
| USB |
Guide |
FY 2026 Operating Leverage (FY 2026) |
BETTER |
guide >=300 bps vs. cons ~200 bps |
MEDIUM |
| USB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| USB |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises FY EPS estimates upward as BTIG incorporated; implied H2 NII/fee math coherent and above Q2 run-rate; no implicit cut in out-periods |
MEDIUM |