Bankunited

Q3 FY2026 EarningsBKU.US Q3 FY26 results were mixed, missing consensus on both top and bottom lines despite expansion in Net Interest Margin (NIM). Total revenue of $280.4M missed the $292.2M consensus, while GAAP EPS of $1.01 came in below the expected $1.03. Strong franchise momentum led to a NIM expansion to 3.16%, exceeding guidance. Adjusted Net Income of $73.9M was slightly ahead of normalized expectations, supported by improved funding costs and asset yields, though capital market income and lease financing were weak. Share repurchases of 2.1 million shares provided some offset to earnings pressure.