Q2 FY2026 EarningsQ2 FY26 results presented a significant miss on headline GAAP metrics, with revenue of $306.7M (-9.1% vs. consensus) and GAAP EPS of $0.09 (-90.0% vs. consensus). The downside was primarily driven by $23.2M in legacy loan repurchase charges and credit marks related to fraudulent sponsors identified in the prior year. However, adjusted core EPS of $1.19 beat the normalized expectation of $1.13, supported by a 3% YoY increase in transaction volume and strong brokered lending growth (+17% YoY).
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Walker & Dunlop(WD) the Revenue is 306.69 M (-3.93%), Miss estimate;the EPS is 0.09 (-91%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.31B3.93%
0.34B5.68%
-0.03B9.61%
EPSMiss expectations
0.0991.00%
0.90339.67%
-0.813381.33%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf