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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Fifth Third Bancorp (FITB) is 7/10.
Fifth Third closed the largest acquisition in its history on February 1, and the Comerica addition drove revenue to $2.9 billion, up 33% year-over-year, with adjusted net income of $734 million, up 38%. GAAP EPS was $0.15, or $0.83 excluding certain items, reflecting $635 million in merger-related expenses and an $83 million day-1 ACL build. Integration is tracking to a Labor Day systems conversion, with $360 million of net cost savings expected in 2026 and an $850 million annualized run rate by the fourth quarter, while early revenue synergies showed up in capital markets, asset-based lending and commercial payments. Legacy Fifth Third grew on its own as well, with C&I loans up 6% year-over-year, Newline revenue up 30% and its deposits reaching $5.5 billion, and net charge-offs of 37 basis points, the lowest level in two years. Management updated the full year NII outlook to a range of $8.7 billion to $8.8 billion while applying a qualitative reserve adjustment for elevated energy and commodity costs.
Scored from Fifth Third Bancorp’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 | $3.23B | -1.9% | $0.85 | +18.1% | 23.7% | 19.2% |
| FY2025 Q1 | $3.08B | -5.9% | $0.71 | +1.4% | 21.2% | 16.7% |
| FY2025 Q2 | $3.21B | -1.4% | $0.88 | +8.6% | 25.2% | 19.6% |
| FY2025 Q3 | $3.30B | -0.3% | $0.91 | +16.7% | 25.4% | 19.7% |
| FY2025 Q4 | $3.28B | +1.4% | $1.04 | +22.4% | 27.8% | 22.3% |
| FY2026 Q1 | $3.87B | +25.8% | $0.15 | -78.9% | 5.4% | 4.3% |
| FY2026 Q2 | $4.43B | +38.0% | $0.83 | -5.7% | 23.4% | 18.1% |