
U.S. Bancorp Q3 2026: Record $7.97B Revenue and $1.34 EPS as BTIG Deal Pays Off
U.S. Bancorp earned $1.34 per share in Q3 2026 on record $7.97B revenue, as the BTIG deal lifted capital markets 69% and deposits hit a record.
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U.S. Bancorp earned $1.34 per share in Q3 2026 on record $7.97B revenue, as the BTIG deal lifted capital markets 69% and deposits hit a record.

Verizon Q3 2026: EPS rose 6.8% to $1.25 on 3.5% service-revenue growth and record postpaid adds, with $12.8B returned to shareholders.

Western Alliance Q3 2026: EPS rose 7.5% to $2.45 as NII grew 7.6% to $807.6M, commercial fees jumped 50% and credit normalized after Q1's spike.

Zions Q3 2026: EPS rose 20% to $1.78 as NII hit $684M, fee income jumped 18% and an $8M provision benefit replaced last year's $49M charge.

Annaly posted a $1.36 GAAP loss as rising rates marked down $4.72B of MBS, but distributable earnings of $0.80 covered the $0.75 dividend.

AppFolio Q3 FY2026 revenue rose 19% to $295.7M on 8% unit growth; GAAP operating income jumped 64% to $57.4M and full-year guidance rose to $1.122–1.127B.

Blackstone's Q3 2026 distributable earnings fell 9% to $1.7B as realized carry dropped 38%, while fee earnings grew 6% on $1.37T of AUM.

Bloom Energy Q3 FY2026 revenue rose 138% to $1.24B with $249M of GAAP net income; the risk is $793M of unbilled contract assets Q4 must turn into cash.

Comfort Systems USA's Q3 revenue jumped 54% to $3.77B on 46% same-store growth, with backlog hitting a record $17.8B on data-center demand.

Deckers' Q2 FY2027 sales rose 3.5% to a record $1.48B and EPS jumped 27% to $2.31 — but $0.28 came from a tariff refund and DTC comps fell 6.4%.

Element Solutions' Q3 2026 sales rose 52% to $995.3M on two deals; organic growth was 13%, Electronics +18% on AI demand, and the EBITDA guide rose to ~$720M.

Equity LifeStyle Q3 2026 normalized FFO rose 4.6% to $0.79 on 5.7% manufactured-housing rent growth; net income fell 11% to $89.3M on a $12.1M tax reserve.