U.S. Bancorp projects 2026 net revenue growth of 7%-9% with BTIG adding about $200M per quarter in H2

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Earnings Call Insights: U.S. Bancorp (USB) Q2 2026 “This quarter, we delivered earnings per share of $1.35… Record net revenue of $7.7 billion” and “revenue growth accelerated to 10.1% year-over-year,” alongside “400 basis points of positive operating leverage this quarter” (President, CEO & Chairman Gunjan Kedia).

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U.S. Bank Corporation (USB) expects a 7-9% operating income growth rate in the 2026 Q2, with BTIG forecasting an additional $20 billion in sales by the end of Q2. USB earned $1.35 per share, achieving record sales with annual sales growth of 10.1%.

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USB has shown significant growth in its sales, with a 10.1% increase in annual sales. This is a positive sign for related industries such as Semiconductors and Electric Vehicles.

Additionally, USB's sales growth is expected to continue, with BTIG forecasting an additional $20 billion in sales by the end of Q2.

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