Goldman Sachs Q3 FY2026: EPS $17.01 beats consensus, revenue up 23.0%
Goldman Sachs beat on the bottom line and grew revenue 23.0% year over year, and the story is that simple: $17.01 of EPS against a $13.42 consensus, with Global Banking & Markets and Equities doing the heavy lifting. The caveats sit in the sequencing — revenue fell 8.1% from a very strong second quarter and the investment banking backlog shrank. Read the scorecard for the levels, then the risks for what could break.
1 · Expected vs. Actual
Free preview below$17.01 of diluted EPS beat the $13.42 consensus by 26.8% and rose 38.9% from $12.25 a year ago. The sequential comparison is less flattering: EPS fell 18.9% from $20.98 as market making revenue dropped 25.9% from the second quarter. Annualized return on equity was still 18.7% for the quarter and 20.7% for the first nine months.
Revenue of $18.68 billion was 23.0% above the $15.18 billion of a year ago but 8.1% below the $20.34 billion posted in Q2 FY2026. Global Banking & Markets supplied $13.46 billion of it, up 32.0% year over year, and Asset & Wealth Management added $5.05 billion, up 14.0%. Platform Solutions shrank 72.0% to $0.17 billion on markdowns tied to the Apple Card portfolio.
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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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