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Standard Chartered PLC (DE:STD)
XETRA:STD
Germany Market
EarningsQ2 2026 Earnings Report

Standard Chartered (STD) Q2 2026 Earnings Report

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DE:STD Q2 2026 EPS Results

Actual EPS€0.65
Consensus EPS€0.57
Beat/MissBeat by +€0.08
One Year Ago EPS€0.66

DE:STD Q2 2026 Revenue Results

Actual Revenue€8.94B
Expected Revenue€4.81B
Beat/MissBeat by +€4.13B
YoY Revenue Growth-2.64%

Earnings Announcement Details

QuarterQ2 2026
Date07/29/2026
TimeBefore Open
Conference CallWednesday, July 29, 2026
DE:STD Upcoming Earnings
Standard Chartered's next earnings date is estimated for October 28, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

DE:STD Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 29, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized broad-based operational momentum: upgraded 2026 income guidance, record wealth performance, stronger flow income and Global Banking growth, improved capital returns and a robust CET1 ratio. Key risks noted were proactive Middle East credit overlays, modest NII headwinds from WRB deposit mix and portfolio actions, episodic income comparators and some timing-driven RWA volatility. Overall, management presents a confident growth and capital-return story while acknowledging targeted, precautionary credit overlays and near-term margin headwinds.
Company Guidance
Management upgraded 2026 income guidance to around the middle of a 5–7% y/y range and now expects NII to rise by a low single‑digit percent (noting WRB portfolio actions will reduce NII by ~2% in 2026); 2026 operating expenses (ex‑notables) are guided to ~ $13.3bn, with Fit for Growth costs to achieve $128m in Q2 (YTD ~ $250m). They maintained a 2026 RoTE target of >12% and reiterated medium‑term targets of >15% RoTE in 2028 and ~18% in 2030, plus a 2025–28 income CAGR target of 5–7% and a ~57% cost‑to‑income ratio aim for 2028. Credit guidance: through‑the‑cycle loan‑loss rate 30–35 bps (H1 annualized 26 bps; Q2 loan‑loss rate 20 bps), CET1 operating range 13–14% (Q2 CET1 14.2%), day‑1 Basel 3.1 impact expected broadly neutral after management actions, and RWAs that fell ~2% q/q are expected to largely reverse in H2. Capital return guidance includes a $1bn buyback and an interim DPS of $0.204 with a progressive dividend policy and a ≥30% payout ratio.
Strong P&L and EPS Growth
Group operating income of $5.7B in Q2 (up 3% YoY; up 8% YoY excluding last year's Solv gain). Record first half EPS up 17% YoY; profit before tax $2.3B and return on tangible equity (RoTE) of 17.9% in Q2.
Upgraded 2026 Income Guidance
Management upgraded 2026 income guidance to around the middle of the 5%–7% YoY growth range, and upgraded net interest income (NII) guidance to low single-digit percentage growth at constant currency for 2026.
Wealth Solutions Outperformance
Wealth Solutions delivered a record quarter: income $1.1B, up 43% YoY. Raised $15B net new money in Q2 (with $9B from wealth); first-half net new money implies ~15% annualized AUM growth. Onboarded 76,000 new-to-bank affluent clients in Q2.
CIB Momentum — Flow and Banking
CIB income $3.3B in Q2 (up 2% YoY). Global Banking income up 18% YoY; Global Markets flow income up ~16% YoY; transaction services income up 5%. Origination and distribution volumes up 37% and 15% respectively; network income up 8% YoY in H1.
Capital Returns and Strong CET1
Announced $1B share buyback and an interim dividend of $0.204 per share. CET1 ratio strong at 14.2%; net tangible asset value per share $7.55 (up 4% YoY).
Asset Growth and Balance Sheet Trends
Underlying customer loans and advances grew 2% Q/Q and 5.7% YTD; customer deposits grew 2% Q/Q. Risk-weighted assets down $4.7B (2%) Q/Q, with management expecting much of this to reverse in H2.
Credit Quality and Low Loan Losses
Quarterly credit impairment $150M; loan loss rate 20 basis points in Q2 and 26 bps annualized for H1. Management reaffirms through-the-cycle loan loss guidance of 30–35 bps.
Cost Discipline and Fit for Growth Progress
Operating expenses broadly flat YoY in Q2 (up 3% excluding a $74M notable item). Fit for Growth program: $128M cost-to-achieve booked in Q2 ($250M YTD); 2026 expense guidance (ex-notables) ~ $13.3B at constant currency.
Digital Assets and Tokenisation Traction
Notable progress in digital assets: first digitally traded intraday FX swap executed; tokenized deposit run-rate ~ $11B monthly (driven by e-CNY cross-border settlements and multicurrency work).

DE:STD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 28, 2026
2026 (Q3)
0.49 / -
0.45
2026 (Q2)
0.57 / 0.65
0.658-1.70% (-0.01)
2026 (Q1)
0.50 / 0.62
0.52418.03% (+0.09)
2025 (Q4)
0.32 / 0.32
0.2527.15% (+0.07)
2025 (Q3)
0.41 / 0.45
0.34231.41% (+0.11)
2025 (Q2)
0.51 / 0.66
0.39168.35% (+0.27)
2025 (Q1)
0.50 / 0.52
0.45515.31% (+0.07)
2024 (Q4)
0.29 / 0.25
0.261-4.28% (-0.01)
2024 (Q3)
0.32 / 0.34
0.19971.55% (+0.14)
2024 (Q2)
0.38 / 0.39
0.31424.66% (+0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed