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MS · Q2 2026

MORGAN STANLEY

Reported 2026-07-15
IN-LINE
39EarnIQ signal
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Confidence rising

Mild quarter-over-quarter shift

Strong revenue momentum and record assets highlight exceptional performance, supporting increased shareholder capital returns.

  • ✓Guidance was none, with low specificity.
  • ✓Management tone registered as confident (90/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Mixed evidence

The headline and management signals do not point in one direction (confidence rising).

EPS: reported vs expected+14.1%$3.46 vs $3.03
Revenue: reported vs expected—— vs —
Guidance specificityLowChange not comparable
Market expectations supplied by Finnhub · Reported vs consensus estimate

Active markets and consistent execution across all three regions drove exceptional results for our Integrated Firm, delivering record revenues of over $21 billion and record EPS of $3.46.

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Guidance specificityPressure pointNarrative breakSource evidence
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