Revenue Growth
RJF achieved a 10.8% year-over-year increase in revenue, reaching $4.26 billion, primarily driven by increased client activity and market share expansion.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
RJF reported strong financial performance in Q2 FY2026 with a 10.8% increase in revenue and a 9.9% rise in net income, driven by robust operational growth.
Revenue
$4.26B
+10.85% YoY
EPS (Diluted)
$2.72
+15.25% YoY
Source: SEC XBRL
Raymond James Financial (RJF) reported Q2 FY2026 revenue of $4.26B, up 10.8% year over year. RJF's fiscal Q2 FY2026 corresponds to calendar Q1 2026.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 3.14 | 2.94 | Beat +6.7% |
| Mar 2026This filing | 2.83 | 2.80 | Beat +1.0% |
| Dec 2025 | 2.86 | 2.91 | Miss -1.6% |
| Sep 2025 | 3.11 | 2.85 | Beat +9.1% |
Adjusted (non-GAAP) EPS of $2.83 versus the $2.80 analyst consensus — a +1.0% beat for Mar 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $2.72.
Compiled by AI from this SEC filing
RJF achieved a 10.8% year-over-year increase in revenue, reaching $4.26 billion, primarily driven by increased client activity and market share expansion.
Source: 10-Q Income Statement
Net income rose by 9.9% to $544 million, reflecting effective cost management and operational efficiencies.
Source: 10-Q Income Statement
Operating cash flow increased by 15.0% year-over-year, indicating strong cash generation capabilities.
Source: 10-Q Cash Flow Statement
Compiled by AI from this SEC filing · 1 high, 2 medium, 0 low
RJF's debt to equity ratio stands at 6.31, indicating significant leverage which could pose risks if interest rates rise or if the company faces cash flow challenges.
Source: 10-Q Key Ratios
The company reported a negative investing cash flow of $3.20 billion, which may impact future liquidity if not balanced by operational cash flows.
Source: 10-Q Cash Flow Statement
RJF's performance is sensitive to market conditions, which can affect client activity and revenue generation.
Source: 10-Q Income Statement
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 4.26 $B | 3.85 $B | +10.85% |
Net Income $M | 544.00 $M | 495.00 $M | +9.90% |
EPS (Basic) $ | 2.76 $ | 2.41 $ | +14.52% |
EPS (Diluted) $ | 2.72 $ | 2.36 $ | +15.25% |
Answers draw on this SEC filing and the data on this page
Raymond James’s fiscal third-quarter earnings jumped 36.5% as robust fee income growth and a lower tax rate more than offset higher compensation costs.
RJF reported Q1 FY2026 revenue of $4.18B (+3.5% YoY) but net income declined 6.2% to $563M, with operating cash flow swinging sharply negative to -$10M from $830M a year ago, reflecting elevated balance sheet growth and higher capital deployment.
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