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Did Commerce Bancshares Beat Earnings?
Commerce Bancshares (CBSH) reported Q2 '26 revenue of $499M, down 7.1% year-over-year, with reported EPS of $1.10. That topped the $1.04 analyst estimate by 5.8% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Commerce Bancshares’s job postings, web traffic, and employee business outlook. See the full CBSH stock analysis or the earnings calendar for upcoming reports.
CBSH Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $1.04 | $1.10 | Beat +5.8% |
| Q1 '26 | $0.93 | $1.05 | Beat +12.9% |
| Q4 '25 | $1.00 | $1.01 | Beat +1.0% |
| Q3 '25 | $1.05 | $1.01 | Missed -3.8% |
| Q2 '25 | $1.00 | $1.09 | Beat +9.0% |
| Q1 '25 | $0.90 | $0.93 | Beat +3.3% |
Commerce Bancshares Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 535M | 526M | 516M | 537M | 544M | 543M | 584M | 499M |
| Gross margin | 77.8% | 77.9% | 78.7% | 81.9% | 78.9% | 80.4% | 81.6% | 80.0% |
| Operating margin | 33.4% | 33.1% | 32.5% | 36.5% | 34.0% | 33.8% | 31.7% | 41.3% |
| Net income | 138M | 136M | 132M | 152M | 142M | 141M | 142M | 160M |
| Net margin | 25.8% | 25.9% | 25.5% | 28.4% | 26.0% | 25.9% | 24.3% | 32.0% |
| EPS | $0.97 | $0.96 | $0.93 | $1.09 | $1.01 | $1.01 | $1.05 | $1.10 |
Commerce Bancshares Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Commerce Bancshares’s quarterly revenue moved from $535M to $499M. Net margin expanded from 25.8% to 32%, against a 80% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Commerce Bancshares has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is Commerce Bancshares’s Next Earnings Date?
Commerce Bancshares 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 CBSH earnings calendar.
Frequently Asked Questions: Commerce Bancshares Earnings
Commerce Bancshares's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Commerce Bancshares reported Q2 '26 EPS of $1.10 on revenue of $499M (-7.1% YoY). Commerce Bancshares beat estimates, reporting $1.10 vs. the $1.04 estimate.
Commerce Bancshares reported Q2 '26 revenue of $499M, down 7.1% 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 CBSH AI Score.
