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BNY
FY2026 Q2
Raised
Die Bank of New York Mellon Corporation earnings call
Buzzberg read
Full-year revenue guidance raised to 10-11%
BNY Mellon reported strong Q2 2026 results with revenue of $5.7B (+13% YoY) and EPS of $2.45 (+27% YoY). Management raised full-year revenue growth guidance to 10-11% and highlighted commercial momentum, market share gains in corporate trust, and AI/digital asset initiatives. The tone was bullish, with indications of sustained operating leverage and durable client engagement. Revenue growth of 13% YoY to $5.7B; EPS $2.45, up 27%.
Buzzberg read Full-year revenue guidance raised to 10-11% BNY Mellon reported strong Q2 2026 results with revenue of $5.7B (+13% YoY) and EPS of $2.45 (+27% YoY). Management raised full-year revenue growth guidance to 10-11% and highlighted commercial momentum, market share gains in corporate trust, and AI/digital asset initiatives. The tone was bullish, with indications of sustained operating leverage and durable client engagement. Revenue growth of 13% YoY to $5.7B; EPS $2.45, up 27%. Read full analysisCollapse analysis
BNY Mellon reported strong Q2 2026 results with revenue of $5.7B (+13% YoY) and EPS of $2.45 (+27% YoY). Management raised full-year revenue growth guidance to 10-11% and highlighted commercial momentum, market share gains in corporate trust, and AI/digital asset initiatives. The tone was bullish, with indications of sustained operating leverage and durable client engagement. Revenue growth of 13% YoY to $5.7B; EPS $2.45, up 27%.
- Raised FY2026 revenue growth outlook to +10-11% YoY (from prior guidance).
- 14th consecutive quarter of YoY sales growth; average deal size up >20%; 10% of deals with new clients.
- Gained 200bp market share in CLO (number 2) and 400bp in conventional debt servicing (number 1).
Revenue$5.698BReported
EPS$2.46Reported
Operating margin39.79%Reported
Free cash flow$3.079BReported
6 grounded callouts
What matters now
The highest-signal changes from the call.
Demand
14th consecutive quarter of sales growth
Other
EPS up 27% to $2.45
Show 3 more callouts
AI
AI seen as long-term opportunity
Capital return
$1.5B capital returned in Q2
Margins
Pre-tax margin expanded to 40%
Reported period
Actuals
| Metric | Reported | Change |
|---|---|---|
| Revenue | $5.698B | Reported |
| EPS | $2.46 | Reported |
| Operating margin | 39.79% | Reported |
| Free cash flow | $3.079B | Reported |
| Capex | $0.617B | Reported |
| Net income | $1.761B | Reported |
Forward-looking
Forward guidance
| Metric | Period | Range | Midpoint | Status |
|---|---|---|---|---|
| Revenue | FY2026 | 10%–11% | 10.5% | Raised |
AI, capex & demand read
Management read
confident
Management expressed strong confidence driven by record revenues, sales momentum, and raised guidance; no notable shift in confidence from prior calls.
Management AI read
Management stated that AI is a key long-term opportunity, creating value in three dimensions: improving internal operations, enhancing products, and delivering better client experiences. They noted early but tangible impact and that AI spend is modest relative to the total technology budget.
External signals
Supply-chain alpha · 1returns since call
BNY gained significant market share in corporate trust, both in CLO (number two, +200bp YoY) and conventional debt servicing (number one, +400bp YoY), indicating successful competitive displacement.
Evidence
“we maintained our number two position while growing our market share by 200 basis points year over year... we maintained our number one position, growing our market share by 400 basis points year over year”
Methodology & coverage
Management-only analysis. All 0 validated company mentions are shown. Reported actuals and forward guidance are kept separate. Public evidence is limited to eight short attributed quotes. AI-generated analysis can be incomplete or wrong; verify important claims against the original source.