RBC (RY): FY26 Q1 earnings call, Feb 26, 2026

Thu, Feb 26Earnings callSpeaker-labelled transcriptRBC

On its Feb 26, 2026 earnings call (FY26 Q1), RBC said 9 of the 10 words Kalshi listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 9 settled yes · our count agreed on 9 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes99✓93%n=1+tx from settlement history blended with transcripts–
Buyback Yes910✓86%n=1+tx from settlement history blended with transcripts–
Competition Yes66✓76%n=1+tx from settlement history blended with transcripts–
Synergy Yes55✓91%n=1+tx from settlement history blended with transcripts–
Volatility Yes57✓87%n=1+tx from settlement history blended with transcripts–
Affordability Yes11✓61%n=1+tx from settlement history blended with transcripts–
Recession Yes11✓42%n=1+tx from settlement history blended with transcripts–
Retention Yes11✓28%n=1+tx from settlement history blended with transcripts–
Stimulus Yes00✗63%n=1+tx from settlement history blended with transcripts–
Inflation No00✓80%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Headwind”; 5 quoted, at least 25 words apart.

David Mc Kaycompanyprepared

…corporate clients, while commercial clients and tariff-impacted sectors and geographies are facing headwinds. And the impact of the K-shaped economy continues to bifurcate Canadian. Going…

David Mc Kaycompanyprepared

…was moderated by a tariff-related slowdown in supply chain sectors and demand-driven headwinds in commercial real estate, which represents approximately 40% of the portfolio. On…

David Mc Kaycompanyprepared

…below our expectations in fiscal 2025, this was partly due to several headwinds, which we expect to reverse over time. These include elevated PCL on…

Graeme Hepworthcompanyprepared

…to see provisions in the commercial real estate sector consistent with ongoing headwinds in that space. In our commercial banking portfolio, PCL on impaired loans…

John Aikenanalystqa

…think Katherine mentioned in her commentary that there were a bit of headwinds in terms of provisions. I wanted to discuss the outlook for '26,…

Where the listed words were said

Katherine Gibsoncompany“Tariff” · prepared

…Loan growth continued to moderate to 4% year-over-year or 1% sequentially with tariff-related uncertainties impacting demand in key sectors and geographies. Turning to Wealth Management…

David Mc Kaycompany“Buyback” · prepared

…to 50% medium-term objective. When it comes to the level of share buybacks during times of uncertainty and volatility, we are aware of our book…

David Mc Kaycompany“Competition” · prepared

…as evidenced by our discipline on mortgage growth and pricing amidst intense competition. We target profitable revenue growth that drives future value. Looking forward, we…

Katherine Gibsoncompany“Synergy” · prepared

…own share price. Our expense growth also reflected the realization of cost synergies from the acquisition of HSBC Bank Canada and higher severance last year.…

Graeme Hepworthcompany“Volatility” · qa

…consumer side. I'd say. The wholesale side is where we see more volatility, right? And I think we kind of called that out in Q4,…

David Mc Kaycompany“Affordability” · prepared

…housing demand remained soft in key regions. This was due to the affordability challenges, economic uncertainty and a pullback in immigration levels. Looking forward, given…

Graeme Hepworthcompany“Recession” · prepared

…all exports but also reflects the potential for a severe North American recession driven by escalating global trade wars. When certain trade conditions have widened…

Agents: this page as TSV at /api/v1/appearances/rbc:2026-02-26:earnings_call · words: /api/v1/brief?appearance=rbc:2026-02-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP