Goldman Sachs 3Q 2026: Revenue $18.68B, EPS $17.01— 10-Q Summary
Goldman Sachs reported 3Q 2026 revenue of $18.68B, up 23% YoY, and net income of $5.12B, up 33%. Diluted EPS rose 39% to $17.01. Global Banking & Markets revenue increased 32%, while Platform Solutions revenue fell 72% due to Apple Card markdowns. Assets under supervision reached $4.10T.
How this was made
The 30-second read
Why it matters
Traders can use the segment mix to gauge whether capital markets strength is broad-based (equities and investment banking) or concentrated, while monitoring Platform Solutions for normalization during the issuer transition.
Market read
A quarterly print with segment drivers that can influence near-term positioning in large-cap broker-dealers, but it is not a new guidance or event beyond the reported quarter.
What to watch
The transition to a new issuer expected to take about 24 months could create ongoing volatility in Platform Solutions results beyond the quarter.
Background
The piece summarizes Goldman Sachs’ 3Q 2026 results from its Nov. 2, 2026 10-Q, including segment performance and AUM/inflows.
Ticker impact
Goldman Sachs reported 3Q 2026 revenue of $18.68B and diluted EPS of $17.01, with Global Banking & Markets driving results.
Likely near-term support for GS as markets focus on strong banking and markets growth, partially offset by the Platform Solutions decline.
The article provides the company’s own quarterly financial datapoints and segment drivers, but it is framed as a 10-Q summary and does not add a clearly new post-release catalyst.
Market effects
Signals continued strength in investment banking and equities activity, supportive for large-cap broker-dealers’ sentiment.
Primarily US financials sentiment, with potential read-through to trading and underwriting expectations.
Limited direct global spillover beyond broad capital-markets activity indicators.
Counterpoint
The headline strength may be partly offset by Platform Solutions weakness tied to Apple Card portfolio markdowns, which could indicate less durable earnings power in that segment.
Key entities
- companyGoldman Sachs Group Inc
Subject of the 3Q 2026 revenue, EPS, and segment performance summary.
- business_driverApple Card portfolio
Cited as the main reason Platform Solutions revenue fell via markdowns.
