SCHW Earnings Date: Jan 20, 2027 (Estimated) — The Charles Schwab Corporation
NYSE · Financials · Capital Markets
Updated
When is SCHW's next earnings date?
The Charles Schwab Corporation (SCHW) is expected to report Q4 2026 earnings on Wednesday, January 20, 2027 at 7:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.78 on revenue of $7.49B.
How did SCHW do in its last earnings report?
In its most recent report on Oct 15, 2026 (Q3 2026), The Charles Schwab Corporation posted EPS of $1.69 versus the $1.67 estimate, a beat of 1.2%. Revenue was $7.17B against a $7.22B estimate. The stock's 1-day post-earnings move was -2.7%.
How much does SCHW stock move after earnings?
SCHW beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.0% (up or down) in the day after earnings.
About The Charles Schwab Corporation
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
🤖 AI Earnings Analysis
Schwab posted a solid quarter, with **record core net new assets of $190.4B** and EPS of **$1.69**, modestly above estimates. The wealth-management franchise remains a standout, and its FY2026 revenue outlook implies healthy **17.5%-18.5%** growth, supporting an above-average stance.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-15 | Q3 2026 | 1.67 | 1.69 | +1.20% | $7.17B | ✅ Beat | -2.73% | -5.33% | — |
| 2026-07-21 | Q2 2026 | 1.51 | 1.62 | +7.28% | $7.07B | ✅ Beat | -2.51% | +1.60% | +9.23% |
| 2026-04-16 | Q1 2026 | 1.38 | 1.43 | +3.62% | $6.48B | ✅ Beat | -7.63% | -8.53% | -10.48% |
| 2026-01-21 | Q4 2025 | 1.38 | 1.39 | +0.72% | $6.34B | ✅ Beat | +0.79% | +2.70% | -6.74% |
| 2025-10-16 | Q3 2025 | 1.24 | 1.31 | +5.65% | $6.13B | ✅ Beat | -0.98% | -0.02% | +1.10% |
| 2025-07-18 | Q2 2025 | 1.08 | 1.14 | +5.56% | $5.85B | ✅ Beat | +2.89% | +3.64% | +3.52% |
| 2025-04-17 | Q1 2025 | 1.01 | 1.04 | +2.97% | $5.60B | ✅ Beat | +0.59% | +4.86% | +17.52% |
| 2025-01-21 | Q4 2024 | 0.91 | 1.01 | +10.99% | $5.33B | ✅ Beat | +5.93% | +8.01% | +7.69% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q4 FY25 · $12.47B total
| Segment | Share | Revenue | YoY | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 |
|---|---|---|---|---|---|---|---|
| Investor Services | 79.5% | $9.92B | +123.1% | $3.67B | $3.65B | $3.79B | $4.45B |
| Advisor Services | 20.5% | $2.55B | +188.7% | $1.07B | $1.04B | $1.06B | $884.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.