Q2 FY2026 EarningsFY26 Q2 beat EPS consensus ($0.44 vs. $0.42 expected) driven by higher-than-expected net income from continuing operations and robust commercial loan growth. While GAAP revenue of $1,956M was slightly below the $1,972M consensus, net interest margin (NIM) expanded to 2.89%, up 23bps YoY. Management raised full-year 2026 revenue guidance to 7-8% growth (up from ~7%) and NII growth to 9-11%, citing healthy commercial pipelines and fixed-rate asset repricing.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: KeyCorp(KEY) the Revenue is 1.964 B (+6.74%), Miss estimate;the EBIT is 747 M (+8.89%), Beat estimate;the EPS is 0.44 (+25.71%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.96B6.74%
1.97B7.16%
-0.01B0.42%
EBITExceed expectations
0.75B8.89%
0.75B8.75%
+0.00B0.14%
EPSExceed expectations
0.4425.71%
0.420820.22%
+0.01925.49%
Upcoming earnings report - Q3 FY2026
Available dateOct 20, 2026
Estimate Revenue$2.039 B
Estimate EBIT$794 M
Estimate EPS$0.458
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ActualEstimateUnit: USD
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EBIT
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