Goldman Sachs is scheduled to report Q3 2026 results on October 13, with consensus EPS estimates clustered around $12.90–$15.26 and revenue near $16.5–$17 billion, reflecting a sharp sequential decline from the record Q2 levels of $20.98 EPS and $20.34 billion in revenue. Trader consensus assigning a 71.5% implied probability to a miss centers on the elevated bar after twelve consecutive beats, recent downward revisions to estimates, and potential softening in FICC trading revenue alongside rising expenses, even as equities trading and the investment-banking backlog remain supportive. Market-implied odds incorporate the seasonal step-down baked into guidance and the stock’s recent underperformance amid higher Treasury yields and shifting monetary-policy expectations.