Intesa Sanpaolo S.p.A. (ISPm)

Intesa Sanpaolo topped consensus on both the top and bottom line in the second fiscal quarter of 2026, reported July 29, with EPS of EUR 0.16 topping the EUR 0.14 estimate (+14.3%) and revenue of EUR 7.311 billion topping the EUR 6.968 billion estimate (+4.9%). Net income rose about 11% year over year to roughly EUR 2.9 billion, up from EUR 2.601 billion a year ago, while EPS increased 12.4% from EUR 0.14 a year earlier to EUR 0.16. Profitability remained elevated, with operating income of about EUR 4.3 billion translating to an operating margin of roughly 59%. For the next period, consensus calls for EPS of EUR 0.15 on revenue of EUR 7.194 billion.