earnings
confidence high
sentiment positive
materiality 0.60
JPMorgan 3Q26 net income $15.3B, EPS $5.57; revenue $50.9B up 8% YoY
JPMORGAN CHASE & CO
- 3Q26 net income $15.3B (+6% YoY), diluted EPS $5.57; excluding $658mm net investment securities losses, net income $15.8B, EPS $5.75, ROTCE 21%.
- Managed revenue $50.9B (+8% YoY): net interest income $27.1B (+13%), noninterest revenue $23.8B (+3%); expense $27.3B (+12%) on higher compensation and technology.
- CIB net income $8.2B (+20% YoY); Equity Markets revenue $5.0B (+49%) on Prime and Derivatives, Fixed Income Markets $5.4B (-4%); IB fees $3,005mm (+15%).
- CCB net income $5.7B (+13%); AWM net income $1.8B (+11%) with AUM $5.2T (+13%); Corporate lost $455mm on investment securities losses.
- FY26 outlook: NII ex-Markets ~$97.2B, adjusted expense ~$108.6B; common dividend $1.65/share ($4.4B) plus $664mm net buybacks; CET1 13.9%.