NYSE$BMA

Banco Macro S A · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Banco Macro S.A. reported net income of Ps. 206.8 billion for the second quarter ended June 30, 2026.

Banco Macro announced its Q2 2026 results on August 19, showing net income of Ps. 206.8 billion, up 39% quarter-over-quarter and 4% year-over-year. Operating income after administrative expenses reached Ps. 603.8 billion, with strong solvency metrics including a 28% capital adequacy ratio. Asset quality remained solid with an NPL ratio of 6.25% and coverage of 95.39%.

  • Net income totaled Ps. 206.8 billion, with adjusted net income of Ps. 221 billion excluding restructuring charges.
  • Annualized ROAE was 13.4% (adjusted 14.3%) and ROAA 3.3% (adjusted 3.5%).
  • Net interest income reached Ps. 1.03 trillion, up 11% year-over-year.
  • Maintained strong liquidity at 74% of deposits and excess capital of Ps. 4.1 trillion.

Headline financials

Total Revenue

AR$852M

No prior period
EPS (adj)

AR$322.48

No prior period
ROAA

3.3%

No prior period
NPL Ratio

6.3%

No prior period
Coverage Ratio

95.4%

No prior period
CAR Basel III

28.0%

No prior period
Tier 1 Ratio

28.0%

No prior period
Efficiency Ratio

33.9%

No prior period
ROAE

13.4%

No prior period
Branches

402

No prior period
Net Income

AR$137M

No prior period
Operating Income

AR$399M

No prior period

Revenue & EPS history

Banco Macro · Revenue · Quarterly

AR$852M

Q2 2026
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Forward guidance

Loan growth guidance revised to 2-5% in real terms for 2026; cost of risk expected 6.5-7% by year-end with NPLs 5.5-6%.

Tailwinds

  • Solid asset quality outperforming the system

Headwinds

  • Muted loan demand and macroeconomic uncertainty

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+5.5%

Avg return

30 days after

56%

25 / 45 earnings

Positive

+16.1%

Q2 2018

Best reaction

-12.6%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2024+2.0%+15.1%
Q4 2026-6.9%+2.8%-8.6%
Q4 2024+4.2%+0.6%-20.6%
Q3 2024+1.3%+4.6%+19.6%
Q4 2023-2.3%-9.0%+15.4%
Q3 2023-2.1%-4.2%-8.6%
Q2 2023-1.5%-1.8%-5.2%
Q1 2023-0.8%+24.7%+50.3%
Q4 2022-3.7%+7.2%+26.9%
Q3 2022+7.2%+6.8%+1.9%
Q2 2022+3.5%-0.9%+30.7%
Q1 2022+8.4%+6.9%-12.0%
Q4 2021+0.1%+2.0%+12.4%
Q3 2021+2.8%+1.3%-6.6%
Q2 2021-4.2%-4.8%+23.1%
Q1 2021-4.0%+8.8%+30.5%
Q4 2020-3.4%-6.6%+18.4%
Q3 2020+0.3%+9.0%+5.4%
Q2 2020-5.0%-8.6%+11.2%
Q4 2019+1.1%-0.3%+12.5%
Q1 2020+1.9%+8.2%+0.9%
Q3 2019-1.9%-6.8%+1.2%
Q2 2019-1.8%-0.5%-2.7%
Q1 2019+1.6%-0.3%-11.3%
Q3 2018-12.6%-4.0%+6.1%
Q2 2018+16.1%+17.5%-5.9%
Q1 2018+5.6%+7.8%-14.1%
Q4 2017+0.8%+4.8%-0.4%
Q3 2017+2.1%+4.6%+8.4%
Q2 2017+3.5%+1.8%-2.2%
Q4 2016+1.1%-4.9%-2.3%
Q3 2016+1.8%+3.9%-0.3%
Q2 2016+0.3%+0.9%+1.7%
Q1 2016
Q4 2015
Q3 2015+0.3%
Q2 2015-4.6%
Q1 2015
Q3 2014-6.4%
Q2 2014-0.1%
Q1 2014
Q4 2013
Q3 2013+5.8%
Q2 2013-6.7%
Q1 2013
Q4 2012
Q3 2012-0.6%
Q2 2012+1.2%
Q3 2011-10.6%
Q2 2011+3.5%
Q3 2010-1.4%
Q2 2010+0.9%

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