
Bank of America Q3 2026 Earnings: A $1.2 Billion Charge Masks 8% NII Growth
BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.
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BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.

Capital One Q3 2026: $5.61 EPS rose 16% ($6.69 adjusted) as NIM widened to 8.41% and Discover network interchange fees jumped 29%.

Chubb Q3 2026: $7.66 core EPS (+1%) on an 84.1% combined ratio and record $1.79B investment income, as North America Commercial shrank 2.7% by design.

Citigroup Q3 2026: $2.85 EPS beat $2.66 on record Q3 revenue of $23.85B, but shares fell 5% on a $369M reserve build.

Equifax earned $1.79 EPS (+39%) on $1.69B Q3 revenue (+10%), then cut FY revenue guidance $84M on mortgage weakness while holding EPS at $8.50 via AI savings.

Fifth Third Q3 2026: $0.90 GAAP EPS was flat on 37% more shares while adjusted EPS hit $1.13 as the Comerica conversion completed.

GE Aerospace booked $19B in Q3 orders (+49%) while free cash flow fell 14% — the $212B backlog vs. the cash conversion question.

GM earned $3.3B in Q3 2026 (+151%) on $50B of revenue — then guided a Q4 worth barely half that, and the stock fell 6% despite a $20B buyback.

Hasbro earned $2.90/share adjusted (+73%) in Q3 2026 as Magic hit $616.1M; ~$55M of tariff refunds and a doubled buyback sweetened the print.

Intuitive Surgical Q3 2026: revenue rose 22% to $3.05B and adjusted EPS hit $3.00, but a $450M antitrust settlement cut GAAP net income 26% to $523M.

KeyCorp Q3 2026: $0.51 EPS rose 24% on record $2.04B revenue, NIM of 2.95%, and ROTCE through the 15% target.

Meta's Q3 2026 revenue rose 26% to $64.6B, but a $9.89B state AG settlement cut operating income 37% and free cash flow swung to -$2.1B.