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Revenue by Segment
Breaks down revenue across different business segments, revealing which areas are driving growth and profitability, and highlighting strategic focus areas for the company.Both interest and non‑interest revenue accelerate sharply from mid‑2025, reflecting the Discover and Brex-related scale-up and surging card volumes; interest income growth is being driven more by bigger loan and deposit balances rather than higher margins (management flagged a QoQ NIM dip from elevated cash/seasonality), while non‑interest income gains show early fee/transaction synergies from the debit conversion. That top‑line lift improves earnings power, but near‑term integration costs, elevated marketing, and allowance builds will pressure efficiency until targeted $2.5B synergies materialize.
Date | Non-Interest Income | Interest Income |
|---|---|---|
Jun 30, 2026 | $3.48B | $12.37B |
Mar 31, 2026 | $3.09B | $12.14B |
Dec 31, 2025 | $3.12B | $12.47B |
Sep 30, 2025 | $2.96B | $12.40B |
Jun 30, 2025 | $2.50B | $9.99B |
Mar 31, 2025 | $1.99B | $8.01B |
Dec 31, 2024 | $2.09B | $8.10B |
Sep 30, 2024 | $1.94B | $8.08B |
Jun 30, 2024 | $1.96B | $7.55B |
Mar 31, 2024 | $1.91B | $7.49B |