USB: Record revenue, robust fee growth, and strategic acquisitions drive upgraded 2026 outlook
EPS rose 22% year-over-year to $1.35 on record $7.7B revenue, with strong fee and loan growth. BTIG and Amazon acquisitions are expected to add over $1B in run-rate revenue, supporting upgraded 2026 guidance for 7%-9% net revenue growth and continued positive operating leverage.Based on U.S. Bancor…