Q2 FY2026 EarningsQ2 FY26 beat consensus significantly across all major metrics: revenue of $874.0M exceeded the $848.6M expected, and diluted EPS of $4.35 was well above the $3.73 consensus. The beat was driven by a 17.5% YoY expansion in Net Interest Income, reaching $693.4M, supported by a 17bps expansion in net interest margin to 3.66%. Asset quality remained manageable despite a $71M specific charge-off related to a single commercial loan exit, while capital levels strengthened with CET1 rising to 16.08%.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Popular(BPOP) the Revenue is 873.96 M (+9.24%), Beat estimate;the EBIT is 390.22 M (+26.84%), Miss estimate;the EPS is 4.35 (+40.78%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.87B9.24%
0.85B6.07%
+0.03B3.17%
EBITMiss expectations
0.39B26.84%
0.39B27.76%
-0.00B0.92%
EPSExceed expectations
4.3540.78%
3.734120.84%
+0.615919.94%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf