Latest Earnings Results: Q2 '26
Estimated EPS
$1.23
Reported EPS
$1.21
Surprise
-1.61%
Estimated Rev
$2.22B
Reported Rev
$2.28B
Surprise
+2.5%
• Reported GAAP EPS of $1.34 up 16.52% YoY • Reported revenue of $2.35B up 8.76% YoY
Bullish Takeaway
Ally Financial reported record auto applications and higher originations, continued retail deposit customer growth for a 70th consecutive quarter, introduced Loyally, and reported Corporate Finance ROE of 22% with non-accrual loans below 1%.
Bearish Takeaway
Ally Financial's provision for credit losses increased $114M year over year, Auto Finance pre-tax income fell and portfolio yield declined, and management cited vehicle demand, values, and tariffs as risks to results.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.33 | -- | -- | N/A |
Q2 '26 | $1.23 | $1.21 | -1.61% | MISSED |
Q1 '26 | $0.93 | $1.11 | 18.89% | BEAT |
Q4 '25 | $1.07 | $1.09 | 1.55% | BEAT |
Q3 '25 | $1.00 | $1.15 | 14.45% | BEAT |