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NTRS FY2026 Q2 상향

Northern Trust Corporation 실적 발표

Jul 22, 2026 · 04:00 ET Dave FoxMichael GradySteve Carroll earningscall_biz
Buzzberg 분석

Raised NII guidance to 9-10% growth

Northern Trust reported strong Q2 2026 results with EPS of $4.23 and NII of $683M. Management raised full-year revenue and NII guidance to 9-10% growth, citing organic momentum and expense discipline, while noting that elevated securities lending and deposits may normalize in the second half. No cross-company signals were provided; the call focused entirely on Northern Trust's own strategy and financials. Reported EPS $4.23, net income $792M, pre-tax margin 39.6% including Visa exchange gain and restructuring charges.

Buzzberg 분석 Raised NII guidance to 9-10% growth Northern Trust reported strong Q2 2026 results with EPS of $4.23 and NII of $683M. Management raised full-year revenue and NII guidance to 9-10% growth, citing organic momentum and expense discipline, while noting that elevated securities lending and deposits may normalize in the second half. No cross-company signals were provided; the call focused entirely on Northern Trust's own strategy and financials. Reported EPS $4.23, net income $792M, pre-tax margin 39.6% including Visa exchange gain and restructuring charges. 전체 분석 보기분석 접기

Northern Trust reported strong Q2 2026 results with EPS of $4.23 and NII of $683M. Management raised full-year revenue and NII guidance to 9-10% growth, citing organic momentum and expense discipline, while noting that elevated securities lending and deposits may normalize in the second half. No cross-company signals were provided; the call focused entirely on Northern Trust's own strategy and financials. Reported EPS $4.23, net income $792M, pre-tax margin 39.6% including Visa exchange gain and restructuring charges.

  • Total revenue (ex-notables) +13% YoY; NII +11% YoY; trust fees +10%.
  • Raised full-year guidance: revenue +9-10% YoY, NII +9-10% YoY, ~400bps operating leverage.
  • Wealth management trust fees +10% YoY; asset servicing pre-tax margin ~30% (ex-notables).
매출$4.2118B+11% 전분기 대비
주당순이익(EPS)$2.97+10% 전분기 대비
매출총이익률64.18%보고값
영업이익률25.28%보고값
근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

01
Guidance

Raised NII guidance to 9-10% growth

02
Margins

Delivered 700+ bps operating leverage

03
Other

Second Visa exchange yields $525M gain

핵심 내용 3개 더 보기
04
Demand

Alternatives AUA exceed $1 trillion

05
Risk

Large deposits not expected to persist

06
Demand

Wealth hiring momentum for H2

보고 기간

보고 실적

지표보고값변화
매출$4.2118B+11% 전분기 대비
주당순이익(EPS)$2.97+10% 전분기 대비
매출총이익률64.18%보고값
영업이익률25.28%보고값
잉여현금흐름$0.1546B보고값
자본지출$0.2195B보고값
향후 전망

향후 가이던스

지표기간범위중간값상태
매출FY20269%–10%9.5%상향
AI, 자본지출 및 수요 분석

경영진 분석

톤

confident

Management conveyed a confident tone driven by strong execution, constructive market environment, raised guidance, and positive operating leverage; no notable shift from previous quarters.

AI

경영진의 AI 분석

Management stated that the conversation on AI has moved from experimentation to execution, and they are organizing their approach around augmenting service, expertise, and integrity with AI as a force multiplier. Examples include client action plan agents, adaptive equity quant strategies, and horizon scanning agents for cybersecurity.

방법론 및 범위

경영진 발언만 분석합니다. 검증된 기업 언급 0개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.