National Bank of Canada (NTIOF) Beats Q4 Earnings and Revenue Estimates

Core Viewpoint - National Bank of Canada reported quarterly earnings of $2.03 per share, exceeding the Zacks Consensus Estimate of $1.90 per share, and showing an increase from $1.89 per share a year ago, indicating a positive earnings surprise of +6.84% [1] Financial Performance - The bank's revenues for the quarter ended October 2025 were $2.66 billion, surpassing the Zacks Consensus Estimate by 6.21%, and up from $2.19 billion in the same quarter last year [2] - Over the last four quarters, the company has exceeded consensus EPS estimates three times and topped revenue estimates two times [2] Stock Performance - National Bank of Canada shares have increased approximately 34.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.1% [3] Future Outlook - The company's earnings outlook will be crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.96 on revenues of $2.57 billion, and for the current fiscal year, it is $8.35 on revenues of $10.55 billion [7] Industry Context - The Zacks Industry Rank for Banks - Foreign is currently in the top 35% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]