| SCHW |
Report |
Adjusted EPS |
BEAT |
pred ~$1.58 vs. cons $1.56 |
MEDIUM |
| SCHW |
Report |
Net revenue |
BEAT |
pred ~$6.87B vs. cons $6.78B |
MEDIUM |
| SCHW |
Report |
Net interest margin |
IN-LINE |
pred ~3.05% vs. cons 3.03% |
MEDIUM |
| SCHW |
Guide |
Net revenue growth |
BETTER |
guide ~16.0% midpoint vs. cons 15.8% (FY2026) |
MEDIUM |
| SCHW |
Guide |
Net interest margin |
BETTER |
guide ~3.10% midpoint vs. cons 3.09% (FY2026) |
MEDIUM |
| SCHW |
Guide |
Adjusted expense growth |
LOWER |
guide ~9.5% midpoint vs. cons 9.7% (FY2026) |
LOW |
| SCHW |
Guide |
Daily average trades |
BETTER |
guide ~10.0M vs. cons 9.8M (FY2026) |
MEDIUM |
| SCHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| SCHW |
Return |
5-day cumulative residual |
+0.5% (FADE) |
The residual fades from +1.4% on day 1 to +0.5% by day 5: reported upside and a modest revenue/NIM raise support estimates, but elevated expectations, an approximately 13% July pre-earnings rally, and higher volume-related costs limit out-period EPS revisions. |
MEDIUM |