PNC Financial Services

Q2 FY2026 EarningsQ2 FY26 beat consensus across key headline metrics, with revenue of $6.88B vs. $6.43B expected and diluted EPS of $4.81 vs. $4.45 expected. Results were bolstered by the full-quarter contribution of the FirstBank acquisition and a $448M gain from the Visa exchange program, which offset $121M in integration costs and a $140M charitable foundation contribution. Management's updated guidance for FY26 NII growth of 15%-15.5% YoY remains robust, supported by commercial loan growth and fixed-rate asset repricing.