Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Bank of America (BAC) is 7/10.
Bank of America started FY2026 with revenue up 7%, record EPS, and 290 basis points of operating leverage as NII reached $15.9 billion, up 9% year-over-year. Every segment grew in a broad-based quarter, the equities business posted its best quarter ever extending to 15 straight quarters of sales and trading growth. Management raised 2026 NII guidance from 5-7% to 6-8%, and capital returns were accelerated with $9.2 billion deployed. Credit quality was stable to improving with a modest reserve release.
Scored from Bank of America’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $46.97B | +7.6% | $0.82 | +134.3% | 15.1% | 14.2% |
| FY2025 Q1 | $46.99B | -2.3% | $0.90 | +18.4% | 17.3% | 15.7% |
| FY2025 Q2 | $46.67B | -3.8% | $0.89 | +7.2% | 16.5% | 15.2% |
| FY2025 Q3 | $48.22B | -1.3% | $1.06 | +30.9% | 19.6% | 17.6% |
| FY2025 Q4 | $49.69B | +5.8% | $0.97 | +18.3% | 25.0% | 15.1% |
| FY2026 Q1 | $30.27B | +7.0% | $1.11 | +23.3% | 34.4% | 28.4% |
| FY2026 Q2 | $49.39B | +5.8% | $1.20 | +34.8% | 23.4% | 18.4% |
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