Research · Apr 23, 2026
CASH Q2 FY26: Tax Services Revenue Up 13% With EPS Range Holding $8.55-$9.05
Pathward Financial's Q2 FY26 net income of $72.9M on diluted EPS of $3.35. Tax services revenue +13%, pre-tax income +30%. Full-year 2026 EPS guidance of $8.55-$9.05 maintained. Government shutdown affecting secondary market timing but expected to recover. Adjusted NIM expected stable-to-slightly-up. Thread confirming; Q2 watch is asset rotation completion and partnership expansion cadence.