U.S. Bancorp (NYSE: USB) — Q3 2026 Pre Earnings

US Bancorpt NYSE USB Q3 2026 pre earnings finance note
What to watch
Commercial Lending is U.S. Bancorp's leading product

Commercial Lending sits within U.S. Bancorp’s Wealth, Corporate, Commercial and Institutional Banking segment, 48.9% of revenue before inter-segment elimination, which grew 17.1%. No other company grew faster among the three companies in the group, and U.S. Bancorp depends on it more than any peer.

See every company in Commercial Lending →
Other banks disclose similar divisions as Business Lending and Corporate Lending.
Growth rank
#1 of 3
↑ 17.1% year on year in the reported segment
Size rank
#2 of 3
$3.77B segment revenue
Share of the combined segments
28.6%
of $13.16B across 3 companies that report one
Dependence on this segment
48.9%
of USB’s total revenue

Who else sells Commercial Lending

The revenue segment each company reports that contains this product. 3 companies.

CompanyQuarterRevenue segmentSegment revenue% of companyGrowth
WFCQ2 FY2026 · Jun 30, 2026Corporate and Investment Banking$5.43B23.4%↑ 16.1%
WFCQ2 FY2026 · Jun 30, 2026Commercial Banking$3.12B13.5%↑ 6.3%
USBQ2 FY2026 · Jun 30, 2026Wealth, Corporate, Commercial and Institutional Banking$3.77B48.9%↑ 17.1%
COFQ2 FY2026 · Jun 30, 2026Commercial Banking$850M5.4%↓ 9.3%

Peer rank: year-on-year growth

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

USB
17.1%
WFC
16.1%
COF
9.3%

Concentration: share of company revenue

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

USB
48.9%
WFC
36.9%
COF
5.4%

Combined segment revenue

The 3 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.

$13.16B

Coverage: Nasdaq 100 and S&P 100 companies mapped to Commercial Lending (3 companies, 3 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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