FHBNasdaqState Commercial Banks

First Hawaiian, Inc. (FHB) earnings date, market-implied expected move, and options open interest by expiry

25.87

+0.49 · +1.92%

post 25.87 0.00%

Closed16:00 ET

Open25.43Volume2.7MMkt cap$3.1BP/E11.55EPS2.24Div yield4.02%

Day25.43 – 26.2553%52-wk22.64 – 30.2942%

FHB

First Hawaiian, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Jan 29

before open · in 85 days

est.Q4 FY26

Calendar

Next report

Last report

−3.02%

shaded = implied · ▲▼ = realized

Oct 23 '26 · confirmed

Implied vs realized

Largest filed tie

—

Supply chain

Largest filed tie

13F top-10 QoQ

+3.26%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

367 managers

Top fund weight

0.01%

FHB weight · VT

N-PORTJul 31 '26

2 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

First Hawaiian (FHB) is expected to report on Jan 29 before open (estimated date).

Implied vs realized

2 reports

—≥ implied

Q2 FY26Jul 24 '26confirmed—▼−1.88%—

Q3 FY26Oct 23 '26confirmed—▼−3.02%—

quarterimplied−5%0+5%realized×

Q3 FY26—▼−3.02%—

Q2 FY26—▼−1.88%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 1 expiry · Aug 28 close

0.00OI · 1 expiry · Aug 28 closeP/C open interest · Dec 18 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

0−100%Dec 1843d60%

ExpiryPutsCallsP/C

Dec 1843d0−100%60%0.00

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

29.06%as filednet margin · revenue −22.22% QoQ · +4.52% YoY

Revenue

$219M−22.22% QoQ

Gross profit

$136M−11.08% QoQ

61.95% margin

Operating income

$39M−53.99% QoQ

17.77% margin

Pre-tax income

$50M−47.63% QoQ

Net income

$64M−13.14% QoQ

29.06% margin

Cost of revenue

$83M−35.40% QoQ

Operating expenses

$97M+42.34% QoQ

Other operating $88M

Marketing $2M

Other operating $7M

Other income

$11M+3.71% QoQ

Tax benefit

$14M

Revenue$219M−22.22%

Gross profit

$136M−11.08%

61.95% margin

Operating income

$39M−53.99%

17.77% margin

Pre-tax income

$50M−47.63%

Net income

$64M−13.14%

29.06% margin

Cost of revenue

$83M−35.40%

Operating expenses

$97M+42.34%

Other operating $88M

Marketing $2M

Other operating $7M

Other income$11M+3.71%

Tax benefit$14M

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.46· ±1.8% vs ±1.2% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±1.8%9 of 24×1.46

PPIproducer prices±1.5%5 of 10×1.23

CPIconsumer prices±1.0%4 of 10×0.80

PCEpersonal income & outlays±0.8%12 of 19×0.69

CPROFcorporate profits±0.8%6 of 12×0.67

GDPgross domestic product±0.8%10 of 19×0.66

NFPjobs report±0.8%3 of 10×0.64

Bar = avg |move| to ±2% · tick = ±1.2% avg day · ×base = |move| ÷ ±1.2% · min 6 releases

Earnings history

EPS 0.52 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 23 '26 · confirmed	0.52	—
Q2 FY26	Jul 24 '26 · confirmed	0.60	—
Q1 FY26	—	0.55	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod