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Did BBVA Beat Earnings?
BBVA (BBVA) reported Q2 '26 revenue of $10.5B, up 20.6% year-over-year, with reported EPS of $0.63. That topped the $0.59 analyst estimate by 6.8% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — BBVA’s job postings, web traffic, and employee business outlook. See the full BBVA stock analysis or the earnings calendar for upcoming reports.
BBVA Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.59 | $0.63 | Beat +6.8% |
| Q1 '26 | $0.58 | $0.60 | Beat +3.4% |
| Q4 '25 | $0.51 | $0.50 | Missed -2.0% |
| Q3 '25 | $0.51 | $0.49 | Missed -3.9% |
| Q2 '25 | $0.47 | $0.53 | Beat +12.8% |
| Q1 '25 | $0.47 | $0.51 | Beat +8.5% |
BBVA Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 17.9B | 9.32B | 9.32B | 8.71B | 17.9B | 9.8B | 10.7B | 10.5B |
| Gross margin | 92.0% | 84.3% | -4.1% | 84.2% | 45.9% | 82.2% | 82.9% | 84.0% |
| Operating margin | 21.6% | 40.3% | 46.6% | 46.8% | 21.6% | 40.2% | 44.3% | 46.2% |
| Net income | 2.63B | 2.43B | 2.7B | 2.75B | 2.53B | 2.53B | 2.99B | 3.06B |
| Net margin | 14.7% | 26.1% | 28.9% | 31.6% | 14.1% | 25.9% | 28.1% | 29.1% |
| EPS | $0.48 | $0.42 | $0.51 | $0.53 | $0.49 | $0.50 | $0.60 | $0.63 |
BBVA Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, BBVA’s quarterly revenue moved from $17.9B to $10.5B. Net margin expanded from 14.7% to 29.1%, against a 84% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. BBVA has beaten Wall Street EPS estimates in 6 of its last 8 reported quarters.
When Is BBVA’s Next Earnings Date?
BBVA reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the BBVA earnings calendar.
Frequently Asked Questions: BBVA Earnings
BBVA's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
BBVA reported Q2 '26 EPS of $0.63 on revenue of $10.5B (+20.6% YoY). BBVA beat estimates, reporting $0.63 vs. the $0.59 estimate.
BBVA reported Q2 '26 revenue of $10.5B, up 20.6% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the BBVA AI Score.
