Truist Financial Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.5%projected annual EPS growth
Analyst Coverage
18analysts covering
FY Revenue (est.)
$21.3Bnext fiscal year
FY EPS (est.)
$4.61next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 16 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Return on Tangible Common Equity (ROTCE) Quarterly15.4Target: 14.0% or higher
Net Interest Income (NII) Growth Guidance Quarterly125.0%Target: 1.0% to 1.5%
Non-Interest Income Growth Guidance Quarterly1,000.0%Target: Approximately 10.0%
Watch Items
- Deposit Mix ShiftTrigger: Demand deposit account mix falling below 25% year-end expectationAction: Re-evaluate deposit pricing strategies and core funding costs to protect net interest margin.
- CEO Transition and Strategic ExecutionTrigger: Mike Lyons assuming the CEO role on September 1, 2026Action: Monitor upcoming strategic updates, organizational restructuring, and capital allocation priorities under new leadership.
- Loan Portfolio RationalizationTrigger: 40% reduction in 2026 production of marine, recreational vehicle, and indirect auto loans compared to 2025Action: Assess the impact of exiting lower-return portfolios on overall loan growth and ROTCE expansion.
Research as of 2 Sep 2026