Links open the original SEC EDGAR filing. Covers tracked managers only.
Earnings Callsⓘ
Q2 2026July 21, 2026
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Summary Conclusion The quarter's results exceeded expectations, driven primarily by 15% revenue growth and 27% net income growth, with all business segments contributing broadly.
Key Data Revenue $31.6 billion (+15%), net income $9.1 billion (+27%), EPS $1.21 (+34%).
Business Developments NII grew 9% to $16.2 billion, investment banking revenue surged 50% to $2.1 billion, sales and trading revenue increased 33% (equities hit a record $3.6 billion). All segments achieved positive operating leverage; deposits grew 2.5%, loans grew 8%. AI has been deployed in 300 use cases, generating 400,000 prompts daily.
Guidance & Outlook Full-year NII guidance raised to the upper end of 6%-8%, operating leverage guidance raised to 300-400 basis points (from above 200 basis points), outlook positive.
Risk/Positive Signals Management tone is optimistic: consumer spending accelerated to 6%+, economic resilience exceeded expectations; risks flagged include inflation and tightening policy.
Q1 2026April 15, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 6% · latest net margin 27%
Revenue$113.1B
Rev. YoY+6.8%
Gross margin—
Net margin27%
Net income$30.5B
Free cash flow—
Operating cash flow$12.6B
ROE10.1%
Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.