BankingEarnings — Latest Quarter & What's Coming

Charles Schwab delivered a strong Q1 FY2026 with revenue rising 15.8% YoY to $6.48B and net income surging 29.9% to $2.48B, driven by robust operating cash flow and accelerated share buybacks.

Capital One (COF) delivered strong Q1 FY2026 results with revenue surging 52.3% YoY to $15.23B and net income rising 54.8% to $2.17B, largely reflecting the transformative impact of its Discover Financial acquisition, though basic EPS dipped 3.5% due to a significantly higher share count.

Citigroup's 2026-Q1 10-Q filing is available but no financial data or filing text sections were provided, preventing a detailed quantitative analysis of the quarter's performance.

BlackRock delivered a standout Q1 2026, with revenue surging 27.0% YoY to $6.70B and operating income jumping 65.7% to $2.81B, reflecting strong asset management fee growth and significant operating leverage.

Morgan Stanley delivered a strong Q1 FY2026, with net income surging 29.0% year-over-year to $5.57B and diluted EPS rising 31.9% to $3.43, driven by significant balance sheet expansion and improved cash flow generation.

JPMorgan Chase delivered strong Q1 FY2026 results with net income rising 12.6% YoY to $16.5B and diluted EPS up 17.2% to $5.94, supported by a 12.5% expansion in total assets to $4.9T.

Bank of America delivered strong Q1 FY2026 results with revenue rising 7.2% YoY to $30.3B and net income surging 16.6% to $8.6B, driven by robust earnings growth and a dramatic swing to positive operating cash flow of $41.8B.

Goldman Sachs delivered a strong Q1 FY2026 with net income rising 18.8% YoY to $5.63B and diluted EPS of $17.55, driven by robust balance sheet growth and shareholder returns.

Wells Fargo delivered solid Q1 FY2026 results with net income rising 7.3% YoY to $5.25B and diluted EPS up 15.1% to $1.60, supported by a dramatic swing to positive operating cash flow of $9.14B.

American Express delivered a strong Q1 2026 with revenue of $10.5B (+9.3% YoY) and net income of $3.0B (+15.0% YoY), driven by robust card member spending and premium customer growth, though operating cash flow declined 20.2% YoY.