Record Lending Segment Performance
Lending segment contribution profit surged 63% to $399.0 million, driven by a 69% increase in loan origination volumes and robust net interest income growth as the company held more loans on balance sheet.
At the archive date, SoFi Technologies, Inc. was expected to release its Q3 2026 10-Q filing on October 26, 2026, before market open. Last quarter: SoFi Technologies reported record Q2 FY2026 results with net revenue growing 43% to $1.2 billion and net income rising 61% to $156.6 million, driven by strong lending and member expansion.
EPS Estimate
$0.17
Revenue Estimate
$1.28B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the SOFI page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Lending segment contribution profit surged 63% to $399.0 million, driven by a 69% increase in loan origination volumes and robust net interest income growth as the company held more loans on balance sheet.
Financial Services segment net revenue grew 29% to $466.3 million, with net interest income up 29% from consumer deposit growth and loan platform fees reaching $140.9 million from personal loans originated for third parties.
Technology Platform net revenue fell 23% to $84.5 million, and total enabled client accounts dropped from 160 million to 135 million, reflecting the full transition off the platform by a large client prior to December 2025.
Revenue
$153.58M
+1.11% YoY
EPS (Diluted)
$0.12
+50.00% YoY
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