Popular gives mixed Q2 results
Seeking Alpha ·
Popular press release ( BPOP ): Q2 Non-GAAP EPS of $4.35 beats by $0.67 . Revenue of $808.11M (+1.0% Y/Y) misses by $40.49M . 2026 Full-Year Outlook (Updated) Net interest income: Expected to increase 8%-9% Y/Y, raised from 5%-7%. Non-interest income: Expected at $165M-$170M per quarter, raised
AI 시장 분석
Popular reported Q2 Non-GAAP EPS of $4.35, beating estimates, while revenue came in at $808.11 million, missing expectations. However, it raised its full-year 2026 net interest income growth outlook from 5-7% to 8-9%, providing positive guidance. The non-interest income forecast was also raised to $165M-$170M per quarter. Investors should focus on expectations for future margin improvement despite the mixed results.
상승 영향
- Banks — EPS significantly beat estimates and the 2026 net interest income outlook was revised upward, raising expectations for profitability improvement.
하락 영향
- Banks — Q2 revenue fell short of market expectations, stirring concerns over a slowdown in top-line growth.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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