92% probability Goldman Sachs's Q2 2026 net revenue lands at or above $14.0bn — ~11% below the ~$15.7bn consensus. A structural-floor call on the biggest US investment bank. Resolves 14 Jul 2026.
Analyst consensus for Goldman's Q2 2026 is ~$15.68bn net revenue and ~$13.78 EPS. Our $14.0bn floor sits ~11% below consensus. Source: Goldman Sachs Q2 2026 results, 14 Jul 2026 (goldmansachs.com/investor-relations).
We lock a binary: Goldman Sachs reports Q2 2026 net revenue at or above $14.0 billion, per the company's results release. Confidence 92%.
Goldman's diversified franchise (markets + banking + asset & wealth) consistently clears mid-teens-billions quarterly; our bar is ~11% under the ~$15.7bn consensus. Confidence 92%, not higher, because trading and investment-banking revenue can swing on a quiet markets quarter. Resolves against the reported Q2 net revenue.
RAOSCAFF locks P-120 on 2026-06-26, before the Q2 release. Scored against Goldman Sachs's reported Q2 2026 net revenue versus a $14.0bn floor.
Structural revenue floor ~11% below consensus — a quiet trading/IB quarter is the main miss path.