TD
The Toronto-Dominion Bank·NYSE
--
--(--)
--
--(--)
TD fundamentals
The Toronto-Dominion Bank (TD) released its earnings on Feb 26, 2026: revenue was 12.20B (YoY +31.16%), beat estimates; EPS was 1.7906 (YoY +28.84%), beat estimates.
Revenue / YoY
12.20B
+31.16%
EPS / YoY
1.7906
+28.84%
Report date
Feb 26, 2026
TD Earnings Call Summary for Q1,2026
- Record Q1 Performance: CAD 4.2B earnings, 14.2% ROE (+100bps YoY), driven by US Banking ROTCE expansion to 14.7%.
- AI-Driven Efficiency: $1B+ value from AI, e.g., agentic AI reducing pre-adjudication time by 99%.
- Cost Savings Acceleration: CAD 775M annualized savings from restructuring, targeting CAD 2.5B+ cost takeout.
- Capital Return: $15B share buyback program active, CET1 14.5% with 13% target by H2 2027.
- US Growth Catalysts: Credit card balances +15% QoQ, targeting net loan growth by Q3 2026.
EPS
Actual | 1.2552 | 0.612 | 0.9332 | 1.2 | 1.4325 | 1.6583 | 1.5701 | 1.6868 | 1.6361 | 1.5701 | 1.6325 | 1.5997 | 1.675 | 1.4313 | 1.5082 | 1.3186 | 1.4878 | 1.4807 | 1.4846 | 1.2339 | 1.3898 | 1.4275 | 1.5879 | 1.5552 | 1.7906 | ||||||||||
Forecast | 1.2778 | 0.6709 | 0.9176 | 0.9558 | 1.1645 | 1.4264 | 1.528 | 1.5819 | 1.6049 | 1.5065 | 1.5945 | 1.505 | 1.6515 | 1.5372 | 1.5452 | 1.3695 | 1.4331 | 1.3418 | 1.5007 | 1.2946 | 1.3491 | 1.2952 | 1.4832 | 1.4371 | 1.6584 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.77% | -8.78% | +1.70% | +25.55% | +23.01% | +16.26% | +2.76% | +6.63% | +1.94% | +4.22% | +2.38% | +6.29% | +1.42% | -6.89% | -2.39% | -3.72% | +3.82% | +10.35% | -1.07% | -4.69% | +3.02% | +10.21% | +7.06% | +8.22% | +7.97% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 7.43B | 7.10B | 7.36B | 7.47B | 7.85B | 8.31B | 8.58B | 8.83B | 8.87B | 8.58B | 9.06B | 8.99B | 9.84B | 9.25B | 9.86B | 9.50B | 9.25B | 9.17B | 9.10B | 8.99B | 9.30B | 9.94B | 10.14B | 10.29B | 12.20B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 7.75B | 7.31B | 7.77B | 7.11B | 7.64B | 8.07B | 7.84B | 8.00B | 8.23B | 7.98B | 8.50B | 8.31B | 9.00B | 9.11B | 9.18B | 8.91B | 9.14B | 9.09B | 9.28B | 8.95B | 9.10B | 9.75B | 9.92B | 9.93B | 10.66B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -4.07% | -2.95% | -5.29% | +5.08% | +2.85% | +2.97% | +9.41% | +10.42% | +7.80% | +7.48% | +6.68% | +8.20% | +9.32% | +1.51% | +7.45% | +6.64% | +1.21% | +0.87% | -1.91% | +0.50% | +2.28% | +2.00% | +2.25% | +3.61% | +14.53% |
Earnings Call
You can ask Aime
What does The Toronto-Dominion Bank do and what are its main business segments?What is the revenue and EPS growth rate for The Toronto-Dominion Bank year over year?What is The Toronto-Dominion Bank's latest dividend and current dividend yield?What is the market's earnings forecast for The Toronto-Dominion Bank next quarter?What factors drove the changes in The Toronto-Dominion Bank's revenue and profit?Did The Toronto-Dominion Bank beat or miss consensus estimates last quarter?What is The Toronto-Dominion Bank's gross profit margin?What guidance did The Toronto-Dominion Bank's management provide for the next earnings period?
