What is an earnings surprise for JBAXY?

An earnings surprise is the difference between reported EPS and analyst consensus estimates for Julius Bär Gruppe AG. Positive surprises happen when reported EPS is above expectations.

When does JBAXY report earnings?

Julius Bär Gruppe AG typically reports earnings quarterly. Use this page to track upcoming dates, historical results, and surprise trends.

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Financial Services

Julius Bär Gruppe AG(JBAXY)

Live Price

Offline

$16.82

+4.80% today

1Y Change

+21.57%

Window

Jun 27, 2025 → Jun 23, 2026

Market Cap: $13.14B
Revenue Growth: +45.1%
EPS Growth: -29.0%
Dividend Yield: 4.1%

Coverage: 248 bars · Jun 27, 2025 → Jun 23, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Julius Bär Gruppe AG (JBAXY) is a Financial Services stock with a market cap of $13.14B and listed on OTC. The stock last traded around $16.82 and up 21.6% across the available one-year price window (Jun 27, 2025 → Jun 23, 2026). Baseline metrics include revenue growth of +45.1%, EPS growth of -29.0%, a dividend yield of 4.1%. What stands out right now is revenue +45.1%, EPS -29.0%, free cash flow -107.5% with operating margin 21.5% and ROIC 0.8%. The dividend matters to the case here, with a current yield around 4.1%. Valuation is more restrained than many high-expectation growth names at P/E 17.2 and price/sales 2.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines JBAXY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Edge

JBAXY vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

JBAXY

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Normalized return

SPY

S&P 500

Excess Return

Relative to SPY

JBAXY Max Drawdown

-21.11%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for JBAXY and SPY.

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Earnings Reports

📅 Next earningsJul 21, 2026

Period	B/M	EPS	EPS Δ	Revenue	Rev Δ	Report
— Jul 21, 26	TBD	— Est 0.66	—	— Est 2712131.0B	—	Jul 21
— Feb 2, 26	✓	0.59 Est 0.46	+26.9%	2495362.0B Est 2388984.0B	+4.5%	Feb 2
— Jul 22, 25	✗	0.36 Est 0.50	-27.6%	2278191.0B Est 2379897.8B	-4.3%	Jul 22
— May 21, 25	✓	3.05 Est 0.49	+519.8%	2149968.8B Est 2229570.0B	-3.6%	May 21
— Jul 25, 24	✓	2.45 Est 0.51	+376.6%	2170198.1B Est 2083831.2B	+4.1%	Jul 25
— Feb 1, 24	✗	-0.44 Est 0.36	-222.4%	3430196.9B Est 1819990.3B	+88.5%	Feb 1
— Jun 30, 23	✓	2.88 Est 0.60	+376.8%	3220995.0B Est 2249124.1B	+43.2%	Jun 30
— Feb 2, 23	✓	2.61 Est 0.56	+364.4%	2624810.1B Est 2079633.1B	+26.2%	Feb 2
— Jul 25, 22	✓	2.24 Est 0.48	+361.9%	2182453.9B Est 1936314.9B	+12.7%	Jul 25
— Feb 2, 22	✓	2.46 Est 0.53	+360.7%	2557294.7B Est 2080180.4B	+22.9%	Feb 2
— Jun 30, 21	✓	3.04 Est 0.65	+368.4%	2371480.2B Est 2190231.3B	+8.3%	Jun 30
— Dec 31, 20	✓	1.09 Est 0.47	+134.0%	2156977.8B Est 1898585.9B	+13.6%	Dec 31
— Jun 30, 20	✓	2.41 Est 0.54	+346.3%	2274123.2B Est 1996303.6B	+13.9%	Jun 30
— Dec 31, 19	✓	0.57 Est 0.39	+49.0%	1997271.7B Est 1718510.2B	+16.2%	Dec 31
— Jun 30, 19		1.60 Est —	—	1735457.5B Est —	—	Jun 30
— Dec 31, 18		1.37 Est —	—	1617914.6B Est —	—	Dec 31
— Jun 30, 18		2.04 Est —	—	1797761.0B Est —	—	Jun 30
— Dec 31, 17		1.64 Est —	—	1682859.8B Est —	—	Dec 31
— Jun 30, 17		1.70 Est —	—	1659342.7B Est —	—	Jun 30
— Dec 31, 16		1.15 Est —	—	1395243.3B Est —	—	Dec 31

No upcoming earnings in the next 90 days

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