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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Charles Schwab Corporation (SCHW) is 9/10.
Q1 revenue reached a record $6.5 billion, up 16%, with adjusted EPS of $1.43 growing 38% year-over-year as balance sheet optimization continued lifting net interest revenue. Core net new assets of $158 billion set a first-quarter record, bringing total client assets to $11.8 trillion. Management indicated tracking higher than the $5.70-$5.80 EPS scenario but deferred a comprehensive update to July, while AI innovation accelerated the company's strategy at scale and spot crypto offering neared client launch.
Scored from Charles Schwab Corporation’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 | $6.65B | +5.7% | $0.94 | +84.3% | 34.7% | 27.7% |
| FY2025 Q1 | $6.65B | +3.1% | $0.99 | +45.6% | 36.9% | 28.7% |
| FY2025 Q2 | $6.82B | +7.4% | $1.08 | +63.6% | 41.1% | 31.2% |
| FY2025 Q3 | $7.04B | +7.4% | $1.26 | +77.5% | 42.9% | 33.5% |
| FY2025 Q4 | $7.17B | +7.8% | $1.33 | +41.5% | 44.4% | 34.3% |
| FY2026 Q1 | $7.30B | +9.8% | $1.37 | +38.4% | 43.7% | 34.0% |
| FY2026 Q2 | $7.07B | +3.8% | $1.54 | +42.6% | 51.9% | 39.6% |