Bank of Hawaii (NYSE:BOH) Misses Q2 CY2026 Revenue Estimates
Bank of Hawaii (NYSE:BOH) reported Q2 CY2026 revenue of $196.9 million, up 12% year over year, but below Wall Street’s estimate. GAAP profit was $1.47 per share, 1.3% above analysts’ consensus. The article also cites net interest income as 74.5% of revenue and discusses tangible book value per share trends and consensus TBVPS growth.
How this was made
The 30-second read
Why it matters
The key trading takeaway is a Q2 revenue shortfall versus consensus despite YoY growth and a modest GAAP EPS beat, which can affect expectations for near-term earnings power and valuation multiples.
Market read
This is a single-company earnings datapoint with mixed results, likely more relevant for positioning around regional bank fundamentals than for a sector-wide repricing.
What to watch
The text highlights net interest income as 74.5% of revenue over five years, but it does not quantify the net interest income miss, limiting conviction on the driver of the revenue shortfall.
Background
Bank of Hawaii is a regional bank focused on Hawaii, Guam, and other Pacific Islands, with revenue heavily driven by net interest income.
Ticker impact
Bank of Hawaii reported Q2 CY2026 revenue of $196.9M, up 12% YoY, but still missed Wall Street’s revenue expectations.
Near-term downside bias versus expectations, with support if investors focus on the 12% YoY sales growth and EPS beat.
The article provides a concrete revenue miss versus consensus, while also noting GAAP EPS of $1.47 per share was 1.3% above consensus. It also states the stock was flat at $83.97 immediately after results, implying limited incremental repricing from this specific disclosure.
Market effects
A regional bank revenue miss reinforces sensitivity to net interest income and recurring fee income, but no broader sector catalyst is provided.
Limited to Bank of Hawaii’s Hawaii and Pacific Islands footprint; no spillover details beyond the company’s print.
No global macro or cross-border developments mentioned.
Counterpoint
Investors may look past the revenue miss because GAAP EPS beat and sales still grew 12% YoY, indicating underlying demand resilience.
Key entities
- companyBank of Hawaii
Reported Q2 CY2026 revenue of $196.9M (+12% YoY) but below Wall Street estimates; GAAP EPS $1.47 (+1.3% vs consensus).
