The Charles Schwab Corporation · SCHW · Next earnings

The Charles Schwab Corporation reports Thursday, Oct 15, 2026

SCHW reports before market open with consensus EPS at $1.67 and revenue at $7.22B. Last quarter: Schwab Posts Record Q2 Revenue and EPS as AI, Crypto, and Private Markets Expand

Reports Before market open25 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.67 Calendar consensus
Consensus revenue $7.22B Calendar consensus
Report date Oct 15, 2026 Thursday, date estimated
Session Before market open 25 days away

Where SCHW left off: FY2026 Q2

Full report

Schwab Posts Record Q2 Revenue and EPS as AI, Crypto, and Private Markets Expand

EPS surprise +3.8% Reported $1.62 vs $1.56
Revenue surprise +2.6% Reported $7.07B vs $6.90B
Stock move -2.5% Event window
Subsequent drift +5.4% Up to 20 sessions

Maintained. Management's guidance sentiment was unchanged from Q1, reflecting continued confidence in the diversified growth model despite the cautious rate environment noted by analysts.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Trading volumes may normalize if the current high-volatility environment fades, pressuring trading revenue
  • Regulatory uncertainty around crypto, tokenization, and binary options could delay or constrain new product launches
  • Competitive pressure in trading platforms and wealth advisory services may compress margins
  • Execution risk on rapid AI and digital product rollouts could affect client experience or costs
  • Subdued securities lending activity continues to limit a potential revenue stream

Questions analysts left open

  • Sustainability of record trading volume and daily average trade levels beyond the current volatility environment
  • Long-term new-to-firm account growth trajectory versus share-of-wallet expansion with existing clients
  • Full-year net interest margin outlook and sensitivity to potential rate changes
  • Timing and materiality of revenue diversification from ETF monetization, crypto, and Forge
  • Future revenue upside from securities lending and long-short balance-sheet strategies

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Recent SCHW quarters

All SCHW earnings
-2.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.