Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Truist Financial (TFC) is 6/10.
Truist delivered 25% EPS growth to $1.09 with 250 basis points of operating leverage, as investment banking produced its highest quarterly revenue since 2021. ROTCE improved 150 basis points year-over-year to 13.8% while the company announced a new long-term target of 16-18% over three to five years. Management refined FY2026 revenue to the low end of 4-5%, lowered NII growth to 2-3% on a no-cut rate outlook, but raised share repurchases to approximately $5 billion, leaving overall earnings expectations unchanged.
Scored from Truist Financial’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 | $7.65B | -9.2% | $0.91 | +123.5% | 20.3% | 16.7% |
| FY2025 Q1 | $7.38B | -3.3% | $0.87 | +7.4% | 20.8% | 17.1% |
| FY2025 Q2 | $7.55B | +563.2% | $0.90 | +45.2% | 20.0% | 16.4% |
| FY2025 Q3 | $7.84B | +0.1% | $0.90 | -9.1% | 22.1% | 18.5% |
| FY2025 Q4 | $7.66B | +0.1% | $1.00 | +9.9% | 20.4% | 17.7% |
| FY2026 Q1 | $7.41B | +0.4% | $1.09 | +25.3% | 22.8% | 20.0% |
| FY2026 Q2 | $7.61B | +0.8% | $1.23 | +36.7% | 23.8% | 20.4% |
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