Released
FY2026 Q1
Earnings ReviewJPM
BEATJPMorgan Chase
JPMorgan Chase · Financials/Banks
Tue, April 14, 2026·Before Market Open
JPMorgan ChaseJPMorgan ChaseUS BanksQ1 EarningsEarnings
01Wall Street Consensus
EPS$5.45
Revenue$49.2B
02Earnings Results
EPS$5.94+9.0%
Revenue$50.5B+2.6%
After-Hours Reaction-0.31% (premarket)
Key Takeaways
- Net income $16.5B (YoY +13%)
- Total revenue $50.5B (YoY +10%), above consensus of $49.2B
- Markets revenue +20% to a record $11.6B, with FICC +21% to $7.1B
- CIB net income $9B, revenue +19% YoY
- IB fees were strong across M&A and equity underwriting
- However, FY2026 NII guidance was lowered from $104.5B to $103B
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 (%)