A seventh straight EPS beat came with a narrow revenue miss, and the BTIG deal is doing the heavy lifting: capital markets revenue jumped 69.3% year over year. Management now guides full-year 2026 net revenue growth of 8% to 9% with roughly 200 basis points of positive operating leverage.
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Ten straight quarters of EPS beats go on the line at 6:45 AM ET, with consensus at $1.32 on $8.01 billion in revenue. The number that actually moves the stock is the net interest income outlook, after peers flagged margin pressure and commercial real estate delinquencies kept climbing.
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