Bank of America Corporation · BML-PJ · Next earnings

Bank of America Corporation reports Wednesday, Oct 14, 2026

BML-PJ reports before market open with consensus EPS at $1.10 and revenue at $30.58B. Last quarter: Bank of America: NII growth amid settlement charge

Reports Before market open0 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.10 Calendar consensus
Consensus revenue $30.58B Calendar consensus
Report date Oct 14, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where BML-PJ left off: FY2026 Q3

Full report

Bank of America: NII growth amid settlement charge

EPS surprise — Reported — vs $1.10
Revenue surprise — Reported — vs $30.58B
Stock move — Event window
Subsequent drift — Up to 20 sessions

NII growth guidance was raised to roughly 8% for 2026–27; the 200–300 bps operating-leverage target was reaffirmed.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Additional compliance costs related to the consent order and AML settlement.
  • Deposit-pricing pressure if rates shift faster than expected.
  • Geopolitical or economic volatility affecting loan demand and credit quality.
  • Vulnerability of FICC and other market-making revenue to rate-driven volume declines.
  • Execution risk in large AI and technology projects.

Questions analysts left open

  • Capital ratios and the impact of the upcoming GSIB surcharge.
  • Whether 200–300 bps of operating leverage will be achieved in 2026–27.
  • The assumptions behind NII growth, including deposit mix and rate repricing.
  • Potential expense impact from consent-order remediation.
  • Global Markets revenue guidance amid recent declines.

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Recent BML-PJ quarters

All BML-PJ earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.