| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| May 4, 2026 | ±1.7% | -1.9% | under-priced |
| November 5, 2025 | ±2.0% | +0.7% | over-priced |
| August 7, 2025 | ±2.0% | -0.8% | over-priced |
| May 6, 2025 | ±2.5% | -1.2% | over-priced |
| November 5, 2024 | ±1.8% | +0.9% | over-priced |
| August 6, 2024 | ±3.2% | +2.1% | over-priced |
| May 1, 2024 | ±2.2% | +1.0% | over-priced |
| November 1, 2023 | ±3.1% | -0.1% | over-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q1 FY2026 | $1.18 | $7.3B | $1.9B |
| Q4 FY2025 | $1.27 | $7.4B | $2.1B |
| Q3 FY2025 | $1.22 | $7.3B | $2.0B |
| Q2 FY2025 | $1.11 | $7.0B | $1.8B |
U.S. Bancorp (USB) reports in 96 days, with the next report estimated for September 17, 2026. Across the last 8 reports, options priced an average ±2.3% earnings move while the stock actually moved 1.1% on average — the market has systematically over-priced USB's earnings risk. Fundamentals into the print: EPS up 14.6% year-over-year, revenue up 4.7%. QuantLogix's live 5-factor engine currently reads USB as a buy at 57/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →