What is U.S. Bancorp's operating lease income - 2026 (lessor)?

U.S. Bancorp (USB) reported operating lease income - 2026 (lessor) of $41M in Q4 2025.

How has U.S. Bancorp's operating lease income - 2026 (lessor) changed year-over-year?

U.S. Bancorp's operating lease income - 2026 (lessor) increased by 28.1% year-over-year, from $32M to $41M.

What is the long-term trend for U.S. Bancorp's operating lease income - 2026 (lessor)?

Over 5 years (2020 to 2025), U.S. Bancorp's operating lease income - 2026 (lessor) has grown at a 1.5% compound annual growth rate (CAGR), from $38M to $41M.

What does operating lease income - 2026 (lessor) mean?

The expected rental revenue from operating leases for the year 2026.

Non-Current Assets

Operating Lease Income - 2026 (Lessor)

U.S. Bancorp Operating Lease Income - 2026 (Lessor) increased by 28.1% to $41M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 28.1%, from $32M to $41M. Over 5 years (FY 2020 to FY 2025), Operating Lease Income - 2026 (Lessor) shows relatively stable performance with a 1.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryProfitability

SignalHigher is better

VolatilityStable

First reportedQ4 2019

Last reportedQ4 2025Feb 23, 2026

How to read this metric

An increase suggests growth in the bank's operating lease portfolio and recurring revenue potential.

Detailed definition

This represents the future rental income expected from operating leases where the bank acts as the lessor for the 2026 f...

Peer comparison

Common in banks with large commercial equipment or real estate leasing divisions.

Metric ID: operating_lease_income_2026_lessor

Historical Data

5 periods

	Q4 '21	Q4 '22	Q4 '23	Q4 '24	Q4 '25
Value	$15M	$18M	$27M	$32M	$41M
QoQ Change	—	+20.0%	+50.0%	+18.5%	+28.1%
YoY Change	—	+20.0%	+50.0%	+18.5%	+28.1%

Range$15M – $41M

CAGR+173.3%

Avg YoY Growth+29.2%

Median YoY Growth+24.1%

Current Streak4+ quarters growth

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Frequently Asked Questions

What is U.S. Bancorp's operating lease income - 2026 (lessor)?: U.S. Bancorp (USB) reported operating lease income - 2026 (lessor) of $41M in Q4 2025.
How has U.S. Bancorp's operating lease income - 2026 (lessor) changed year-over-year?: U.S. Bancorp's operating lease income - 2026 (lessor) increased by 28.1% year-over-year, from $32M to $41M.
What is the long-term trend for U.S. Bancorp's operating lease income - 2026 (lessor)?: Over 5 years (2020 to 2025), U.S. Bancorp's operating lease income - 2026 (lessor) has grown at a 1.5% compound annual growth rate (CAGR), from $38M to $41M.
What does operating lease income - 2026 (lessor) mean?: The expected rental revenue from operating leases for the year 2026.