BNY Q3 FY2026: revenue $5.68B, up 12.0%; EPS $2.34, up 24.0%
BNY's third quarter beat on both growth and profit: revenue rose 12.0% and diluted EPS 24.0% year over year, and GAAP and adjusted EPS both cleared the $2.2887 consensus. The awkward part is sequencing, with revenue flat and EPS down 4.0% from a strong second quarter. Read the scorecard for the year-over-year engine, then the balance sheet for what leverage means at a custody bank.
1 · Expected vs. Actual
Free preview belowDiluted EPS was $2.34, up 24.0% year over year and above the $2.2887 consensus; adjusted EPS came in at $2.37. Income before taxes rose 18.0% to $2.186 billion even as the tax provision climbed 26.0% to $499 million. Against the second quarter, EPS fell 4.0% as the pre-tax margin narrowed to 38.5% from 39.8%.
Total revenue was $5.676 billion, up 12.0% from a year earlier and essentially unchanged from the second quarter's $5.698 billion. Fees did the heavy lifting at $4.078 billion, up 12.0% year over year, while net interest income of $1.423 billion rose 15.0% but slipped 2.0% sequentially. The company blamed that sequential dip on lower deposit balances, with average deposits down 1.0% to $311.075 billion.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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