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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for BNY Mellon (BNY) is 9/10.
BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage. Full-year revenue guidance was raised to 6% and NII to 10%, a significant upgrade. AI leadership expanded with 218 solutions and digital employees, major client wins included AGI, PayPal, and U.S. Treasury, and the platform transformation continued delivering. Investment and wealth management margins remained well below target.
Scored from BNY Mellon’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.03B | +8.7% | $1.54 | +670.0% | 14.7% | 11.5% |
| FY2025 Q1 | $9.65B | +1.7% | $1.58 | +26.4% | 15.8% | 12.6% |
| FY2025 Q2 | $10.36B | +5.0% | $1.93 | +27.0% | 17.7% | 13.7% |
| FY2025 Q3 | $10.36B | +1.9% | $1.88 | +25.3% | 17.9% | 13.9% |
| FY2025 Q4 | $10.07B | +0.3% | $2.02 | +31.2% | 18.3% | 14.5% |
| FY2026 Q1 | $9.86B | +2.2% | $2.24 | +41.8% | 20.4% | 16.5% |
| FY2026 Q2 | $5.70B | +13.0% | $2.43 | +25.9% | 39.8% | 30.9% |