| SCHW |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$1.56 vs. cons $1.55 |
MEDIUM |
| SCHW |
Report |
Net interest margin |
IN-LINE |
pred ~3.00% vs. cons 2.98% |
MEDIUM |
| SCHW |
Report |
Core net new client assets |
BEAT |
pred ~$115B vs. cons $108.3B |
MEDIUM |
| SCHW |
Guide |
FY26 revenue growth |
LOWER |
guide ~14%-15% vs. cons-implied ~15.5% growth |
MEDIUM |
| SCHW |
Guide |
FY26 NIM |
UNCHANGED |
guide ~3.00%-3.10% vs. cons 3.05% |
MEDIUM |
| SCHW |
Guide |
FY26 expense growth |
UNKNOWN |
guide ~8.5%-9.5% vs. cons UNVERIFIED |
LOW |
| SCHW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| SCHW |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY framework remains below current revenue-implied consensus |
LOW |