Insight Analytics — earnings coverage

Goldman Sachs reported a 72% surge in equities revenue in Q3, driven by a financing boom and record advisory fees.

Q3 FY2026 · Oct 13

Goldman Sachs Q3 Crushes Estimates as Equities Revenue Surges 72%

EPS of $17.01 beat by $4.15 as record advisory fees and a financing boom in equities drove the strongest quarter in years.

vs $15.18B yr ago

vs $12.25 yr ago

Recent Coverage

JPMorgan Chase Q3: Equity Markets Surge 49%, Buyback Pullback Signals Capital Caution

JPMorgan reported in-line Q3 results, but the real story is a dramatic shift in capital allocation and a record-breaking quarter for equity trading.

Revenue

$50.17B

+8.1%

EPS

$5.75

+13.4%

WFC

In line

Oct 13

Wells Fargo Q3: EPS Beat, But the Capital Story Is the Real Focus

Diluted EPS of $1.87 topped estimates by a penny, but a shrinking CET1 ratio and aggressive buybacks raise questions about capital allocation.

Revenue

$21.87B

+2.0%

EPS

$1.87

+12.7%

Domino's supply chain margins helped offset sluggish U.S. same-store sales growth of just 0.3% in Q3.

DPZ

Beat

Oct 13

Domino's Pizza Q3 Beats on EPS as Supply Chain Margins Offset Sluggish Sales

EPS of $4.60 topped estimates by $0.24, but U.S. same-store sales growth slowed to 0.3% from 5.2% a year ago.

Revenue

$1.19B

+3.4%

EPS

$4.60

+12.7%

PEP

Guidance

Oct 8

PepsiCo Q3 Beats Estimates but Slashes Full-Year EPS Guidance

Core EPS guidance cut to +2.5%–+3.5% from prior low-end of +5%–+7% as input cost inflation and stepped-up brand investment squeeze margins.

Revenue

$25.27B

+5.6%

EPS

$2.34

+2.2%

Applied Digital’s HPC hosting ramp drove a 322% revenue surge to $341.9 million, nearly tripling consensus estimates.

APLD

Beat

Oct 7

Applied Digital Q1 Revenue Surges 322%, Nears Adjusted Breakeven

Revenue of $341.9M crushed estimates as HPC hosting ramp and fit-out services drove the beat; adjusted loss narrowed to $0.01 per share.

Revenue

$341.9M

+322.4%

EPS

$-0.01

+66.7%

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