Fifth Third Bancorp

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with total revenue (FTE) of $3,279M slightly beating the $3,246M expectation, while diluted EPS of $0.83 narrowly missed the $0.84 target due to merger-related share dilution. Net interest margin (FTE) was in-line at 3.36%, benefiting from the Comerica acquisition and fixed-rate asset repricing. Commercial Banking led growth with segment income before tax rising 119% YoY, though noninterest expense surged 67% YoY to $2,109M, impacted by $193M in direct merger charges.