Q2 FY2026 EarningsCBSH.US Q2 FY26 results beat consensus across most key performance indicators, with total revenue of $498.9M exceeding the $491.3M expectation and GAAP EPS of $1.10 surpassing the $1.06 estimate. Net income was bolstered by the successful integration of FineMark and a significant $114.1M gain on equity securities (primarily Visa), which largely offset a $97.7M realized loss from a strategic bond portfolio repositioning. Net interest margin expanded slightly to 3.77 pct, supported by higher-yielding loan growth from the acquisition.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Commerce Bancshares(CBSH) the Revenue is 501.3 M (+11.78%), Beat estimate;the EBIT is 204.24 M (+0.1%), Miss estimate;the EPS is 1.1 (+1.32%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.50B11.78%
0.49B9.56%
+0.01B2.22%
EBITMiss expectations
0.20B0.10%
0.21B3.83%
-0.01B3.73%
EPSExceed expectations
1.11.32%
1.062.37%
+0.04003.69%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf