State Street Q3 FY2026: revenue up 12.9%, EPS $3.69 a hair under consensus
State Street grew third-quarter revenue 12.9% to $4.00 billion and diluted EPS 32.7% to $3.69, yet earnings landed $0.02 below the $3.71 consensus — a rounding-level miss against a very strong year-ago comparison. Net income rose 26.6% to $1.09 billion because expenses grew slower than revenue. Read the scorecard for growth quality, and the balance sheet notes for what 'cash' actually means in this filing.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $3.69 compares with $2.78 a year ago and $3.65 last quarter, a 32.7% year-over-year gain. The $3.71 consensus estimate was missed by $0.02, or 0.6%. Diluted shares averaged 279.3 million versus 288.2 million a year earlier, so per-share growth outran net income growth of 26.6%.
Revenue of $4.00 billion rose 12.9% from $3.55 billion a year earlier but slipped 1.1% from the second quarter's $4.05 billion. Fee revenue of $3.14 billion was up 11.0% year over year yet down 1.5% sequentially, with FX trading services falling 13.6% quarter over quarter. Net interest income did the heavy lifting, up 20.8% to $864 million.
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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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