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Revenue By Segment
Reveals how much revenue each segment contributes, helping to identify key revenue drivers and potential areas for expansion or concern.Commercial Bank is now the primary growth driver, accelerating after late‑2024 in line with management’s upgraded commercial‑loan guidance, while Consumer Bank has steadily recovered into early‑2026 as deposit and NII trends improve. The true risk is “Other,” which produced episodic, deep negative hits in late‑2024 and another material drag in Q1‑2026—creating volatility that can mask core franchise momentum. Management’s stronger NII, loan growth targets and aggressive buybacks support upside, but recurring Other volatility and modest reserve builds are the key near‑term wildcards for EPS and capital plans.
Date | Other | Consumer Bank | Commercial Bank |
|---|---|---|---|
Jun 30, 2026 | -$154.00M | $1.01B | $1.11B |
Mar 31, 2026 | -$142.00M | $978.00M | $1.12B |
Dec 31, 2025 | -$52.00M | $948.00M | $1.11B |
Sep 30, 2025 | -$54.00M | $935.00M | $1.01B |
Jun 30, 2025 | -$46.00M | $912.00M | $974.00M |
Mar 31, 2025 | -$43.00M | $874.00M | $942.00M |
Dec 31, 2024 | -$997.00M | $856.00M | $1.01B |
Sep 30, 2024 | -$987.00M | $814.00M | $868.00M |
Jun 30, 2024 | -$12.00M | $769.00M | $769.00M |
Mar 31, 2024 | -$31.00M | $773.00M | $791.00M |