Released
FY2026 Q1
Earnings ReviewBAC
BEATBank of America
Bank of America · Financials/Banks
Wed, April 15, 2026·Before Market Open
Bank of AmericaBank of AmericaUS BanksQ1 EarningsEarnings
01Wall Street Consensus
EPS$0.89
Revenue$29.93B
02Earnings Results
EPS$1.11+24.7%
Revenue$30.43B+1.7%
After-Hours Reaction+1.8%
Key Takeaways
- EPS $1.11, the highest in nearly 20 years and +25% YoY
- Net income $8.6B (YoY +17%)
- Total revenue $30.43B, above consensus of $29.93B and +7.2%
- Equities trading +30% to $2.83B, the best quarter in 15 years
- NII $15.9B (+9%), above consensus
- IB fees and asset-management fees both increased
Key Checkpoints
- 01NIM
- 02IB fees
- 03Trading revenue
- 04Provisions
- 05CET1 capital ratio
Upside Catalysts
- Trading strength
- IB recovery
- Expanded capital return
Risk Factors
- CRE exposure
- Credit losses
- Regulatory capital requirements
- Macro slowdown
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat1
Miss0
Beat rate100%
Detail
SEPS 서프라이즈 히스토리
Beat2Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)