FN2 Earnings Intelligence

Capital One Financial Corporation earnings overview

Latest Capital One Financial Corporation (COF-PI) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportCapital One Financial Corporation reports Tuesday, Jan 26, 2027 · After market closeConsensus EPS $4.78 · consensus revenue $16.58B
COF-PI FY2026 Q3 · Calendar Q4 2026

Capital One Financial Corporation

Capital One's Q3 analysis supports a constructive but qualified view: earnings growth, improving credit, Discover synergies, and technology investment strengthen the operating backdrop, while marketing costs, settlement exposure, and muted Discover loan growth remain material offsets.

EPS surprise—
Market move—
COF-PI FY2026 Q2 · Calendar Q3 2026

Capital One Financial Corporation

The supplied analysis supports a constructive but execution-dependent view: lower credit-loss provisions, acquisition integration progress, and continued technology investment provide support, while brownout-related growth limits, spending pressure, NIM uncertainty, and capital-allocation tradeoffs remain material offsets.

EPS surprise+21.3%
Market move—

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