| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 19, 2026 | 9/12 | 2 medium, 2 low flags | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | I would expect that we'll incrementally continue to increase the capital repatriation to our owners... I think the current pace of buybacks is certainly sustainable and probably you'll see some increase. Actual Q3 buyback dollar amount was not stated on this call; analysts referenced a $75M pace but management did not confirm or quantify Q3 execution. |
| Q3'26 | Pending | Based on second quarter performance and full year expectations, we continue to expect positive operating leverage for the full year of 2026 in the range of 100 to 150 basis points. Full year 2026 has not ended (Q4 remains). Management cut the guide intra-year to ~40-50bps including Basis, or the low end of 100-150bps excluding it - a revision, not a confirmed miss yet. |
| Q3'26 | Delivered | We expect the transaction to close here in the third quarter. Basis Investment Group multifamily agency deal closed during Q3, confirmed on the call. |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.