| SCHW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.59 vs. cons $1.53 |
MEDIUM |
| SCHW |
Report |
Net revenues |
BEAT |
pred ~$6.88B vs. cons $6.78B |
MEDIUM |
| SCHW |
Report |
Asset-management and administration fees |
BEAT |
pred ~$1.86B vs. cons $1.81B |
HIGH |
| SCHW |
Guide |
FY2026 adjusted EPS framework |
BETTER |
guide ~$6.45 vs. cons $6.25 (FY2026) |
MEDIUM |
| SCHW |
Guide |
2026 exit net interest margin |
BETTER |
guide ~3.00% vs. cons 2.95% (4Q2026 exit) |
MEDIUM |
| SCHW |
Guide |
ETF-platform monetization timing |
UNCHANGED |
guide ~4Q2026 launch vs. cons 4Q2026 launch (FY2026) |
MEDIUM |
| SCHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| SCHW |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FY2026 adjusted-EPS guide ~$6.45 vs. cons $6.25 supports upward out-period revisions; the combination of better NIM, elevated client engagement, and fee-asset growth should sustain the initial ~4.0% day-1 residual move toward ~6.0% over five days. |
MEDIUM |