FINANCE NOTE

Capital One Financial (NYSE: COF) — Q3 2026 Pre Earnings

What to watch
Credit Cards is Capital One's leading product

Credit Cards sits within Capital One’s Credit Card segment, 74.2% of revenue, which grew 29.4%. No other company grew faster among the eight companies in the group, and Capital One depends on it more than any peer.

See every company in Credit Cards →
Growth rank
#1 of 8
↑ 29.4% year on year in the reported segment
Size rank
#3 of 8
$11.77B segment revenue
Share of the combined segments
15.7%
of $75.12B across 8 companies that report one
Dependence on this segment
74.2%
of COF’s total revenue

Who else sells Credit Cards

The revenue segment each company reports that contains this product. 8 companies.

CompanyQuarterRevenue segmentSegment revenue% of companyGrowth
JPMQ2 FY2026 · Jun 30, 2026Consumer & Community Banking$20.27B34.9%↑ 7.6%
AXPQ2 FY2026 · Jun 30, 2026U.S. Consumer Services$9.52B48.5%↑ 11.4%
AXPQ2 FY2026 · Jun 30, 2026International Card Services$3.62B18.4%↑ 12.0%
COFQ2 FY2026 · Jun 30, 2026Credit Card$11.77B74.2%↑ 29.4%
BACQ2 FY2026 · Jun 30, 2026Consumer Banking$11.34B35.7%↑ 4.8%
WFCQ2 FY2026 · Jun 30, 2026Consumer Banking and Lending$10.29B44.5%↑ 6.2%
CQ2 FY2026 · Jun 30, 2026U.S. Consumer Cards$4.52B18.3%↑ 1.1%
CQ2 FY2026 · Jun 30, 2026All Other$1.76B7.1%↑ 14.2%
USBQ2 FY2026 · Jun 30, 2026Payment Services$1.81B23.5%↑ 5.7%
GSQ2 FY2026 · Jun 30, 2026Platform Solutions$221M1.1%↓ 64.3%

Peer rank: year-on-year growth

Growth of the reported segment, latest quarter. A company with several segments shows its fastest.

COF
29.4%
C
14.2%
AXP
12.0%
JPM
7.6%
WFC
6.2%
USB
5.7%
BAC
4.8%
GS
64.3%

Concentration: share of company revenue

How much of each company’s total revenue sits in the segment above.

COF
74.2%
AXP
66.9%
WFC
44.5%
BAC
35.7%
JPM
34.9%
C
25.3%
USB
23.5%
GS
1.1%

Combined segment revenue

The 8 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.

$75.12B

Coverage: Nasdaq 100 and S&P 100 companies mapped to Credit Cards (8 companies, 8 disclose a segment). Quarters differ by company; each row shows its own period end date.

Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.

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