EarningsQ2 2026 Earnings Report
MX:BNY Q2 2026 EPS Results
Actual EPS$44.33
Consensus EPS$40.37
Beat/MissBeat by +$3.96
One Year Ago EPS$34.92
MX:BNY Q2 2026 Revenue Results
Actual Revenue$184.35B
Expected Revenue$97.63B
Beat/MissBeat by +$86.72B
YoY Revenue Growth-1.64%
Earnings Announcement Details
QuarterQ2 2026
Date07/15/2026
TimeBefore Open
Conference CallWednesday, July 15, 2026
MX:BNY Upcoming Earnings
Bank of New York Mellon's next earnings date is estimated for October 15, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:BNY Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit revenue growth, robust NII expansion, meaningful operating leverage, rising margins and ROE, successful activation of platform and commercial models, clear progress on AI and digital asset initiatives, and renewed full‑year guidance. Near-term cautions include typical seasonality (tough Q3 comps), deposit margin dynamics, continued sensitivity to market levels and elevated compensation/expense investments. Overall, positive execution and constructive outlook outweigh the manageable near-term challenges.Company Guidance
Strong EPS and Revenue Growth
Reported EPS of $2.45, up 27% year over year; total revenue of $5.7 billion, up 13% year over year, driven by broad-based business growth.
Material Operating Leverage and Profitability
Generated approximately 600 basis points of positive operating leverage in the quarter, pre-tax margin expanded to 40%, and return on tangible common equity reached 31%.
Net Interest Income Expansion
Net interest income of $1.4 billion was up 20% year over year and up 6% sequentially, supported by reinvestment of securities at higher yields and balance sheet growth.
Assets Under Custody/Administration and AUM Growth
Firm-wide AUC/A rose to $62.6 trillion, up 12% year over year; Assets under management were $2.2 trillion, up 6% year over year.
Segment Momentum — Security Services
Security Services revenue of $2.8 billion, up 15% year over year; investment services fees up 15%; ETF AUC/A grew 35% year over year to $4.4 trillion; maintained #2 position in CLOs and #1 in conventional debt servicing with market share gains of 200 bps and 400 bps respectively.
Market & Wealth and Investment Management Strength
Market and Wealth Services revenue $2.0 billion, up 12% year over year with pretax margin of 52%; Wealth net new assets $25 billion in the quarter (annualized growth rate ~4%); Investment & Wealth Management revenue $863 million, up 8% year over year with pretax income up 23%.
Capital and Liquidity Position and Shareholder Returns
CET1 ratio at 11% (essentially unchanged), consolidated LCR 111% and NSFR 130%; returned ~$1.5 billion in capital in Q2 and $2.8 billion YTD, representing an 87% total payout ratio YTD; quarterly dividend increased 19% to $0.63 per share.
Commercial, Operating Model and Innovation Traction
14th consecutive quarter of year-over-year sales growth, average deal size up >20% YoY, ~10% of deals from new clients; platform operating model fully activated and delivering integrated solutions (examples: TRU-M public mandate, expanded Circle relationship for USDC mint/burn).
AI and Technology Adoption
AI positioned as a strategic enabler across operations, products and growth; engineering/technology scale (~$4B annual); early measurable productivity gains (e.g., increased software written with AI and improved revenue/pretax income per employee trends).
MX:BNY Earnings History
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