Canadian Imperial Bank of Commerce · CM · Next earnings

Canadian Imperial Bank of Commerce reports Thursday, Dec 3, 2026

CM reports before market open with consensus EPS at $1.83 and revenue at $5.95B. Last quarter: CIBC Q3: Broad growth, resilient credit and expanded AI rollout

Reports Before market open73 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.83 Calendar consensus
Consensus revenue $5.95B Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session Before market open 73 days away

Where CM left off: FY2026 Q3

Full report

CIBC Q3: Broad growth, resilient credit and expanded AI rollout

EPS surprise +8.9% Reported $1.96 vs $1.80
Revenue surprise +3.9% Reported $5.97B vs $5.74B
Stock move -2.8% Event window
Subsequent drift +0.0% Up to 20 sessions

Maintained; management expressed confidence in the net interest margin outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Trade and geopolitical tensions, including tariff-related business-lending exposure
  • Potential credit-quality deterioration if the macro environment worsens
  • Pricing compression in U.S. commercial banking and GIC deposit outflows

Questions analysts left open

  • Growth in Canadian Personal & Business Banking amid slower loan and deposit growth
  • Credit quality, impaired losses and provision levels
  • Net interest margin stability in Canada and the U.S.
  • Sustainability of wholesale loan growth and capital allocation
  • Potential effects of AI adoption on headcount and costs

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Recent CM quarters

All CM earnings
-2.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.