FB Bancorp, Inc. /MD/ (FBLA) Earnings History

FB Bancorp, Inc. /MD/ - Q4 FY2025 Earnings

Filed at: Feb 18, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

FB Bancorp reported a net income of $1.3 million for the full year 2025, a significant improvement from a net loss of $6.2 million in 2024, driven by increased net interest income and the strategic exit from its mortgage banking segment. Despite a challenging quarter with a net loss of $1.4 million, the company demonstrated resilience in its continuing operations.

POSITIVE HIGHLIGHTS

  • •

    Full-year net income improved to $1.3 million in 2025 from a net loss of $6.2 million in 2024.

    positive
  • •

    Net income from continuing operations increased to $3.9 million in 2025 from $1.5 million in 2024.

    positive
  • •

    Net interest income increased by 15.82% to $48.0 million for the year ended December 31, 2025, compared to $41.4 million in 2024.

    positive
  • •

    The company completed its initial stock repurchase program, repurchasing 1,983,750 shares.

    positive

CONCERNS & RISKS

  • •

    The company reported a net loss of $1.4 million for the three months ended December 31, 2025, compared to a net loss of $5.4 million in the prior year period.

    negative
  • •

    Net loss from discontinued operations was $2.7 million for the year ended December 31, 2025, and $7.7 million for the year ended December 31, 2024.

    negative
  • •

    Non-performing loans increased to $16.9 million at December 31, 2025, from $13.0 million at December 31, 2024, representing 2.26% of total loans.

    attention
  • •

    Total non-interest expenses increased by 6.40% to $45.6 million for the year ended December 31, 2025, compared to $42.9 million in 2024.

    attention
  • •

    Residential real estate loans are under elevated credit pressures due to rising insurance costs in the Gulf Coast lending markets.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Annual (YTD)
$19.11M
N/A
Prior year: $20.37M
Net Income
Quarterly
$-1.41M
+73.7%
Prior year: $-5.36M
Annual (YTD)
$1.25M
N/A
Prior year: $-6.21M
EPS (Diluted)
Quarterly
$-0.08
+79.0%
Prior year: $-0.38
Annual (YTD)
$0.07
N/A
Prior year: $-1.74
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$-0.08
+79.0%
Prior year: $-0.38

MARGIN ANALYSIS

Net Margin
Current Quarter
-7.4%
Prior Year
-26.3%
YoY Change
+1891 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Mortgage Banking Segment (Discontinued)
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Mortgage Banking Segment (Discontinued)
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

SPECIAL ITEMS & ADJUSTMENTS

FY2024
Goodwill impairment recognized in December 2024
Contributed to the 2024 loss from discontinued operations.
+$5.8M
FY2025
Severance related reorganization of the Bank
Included in salaries and employee benefits increase.
+$1.6M
FY2025
Costs related to professional fees and insurance for ESOP, SEC compliance, and first annual meeting
Included in other general and administrative expenses increase.
Total Impact
+$7.4M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

The decision to sell the mortgage banking segment was based on a number of strategic priorities, including the continued decline in mortgage volume.

— FB Bancorp, Inc. /MD/, Q4 FY2025 2025 Earnings Call

This sale allows the Bank to exit a business segment that had a net loss of approximately $2.7 million in 2025 and reduce total employees by approximately 108 individuals.

— FB Bancorp, Inc. /MD/, Q4 FY2025 2025 Earnings Call

Residential real estate loans remain under elevated credit pressures in our gulf coast lending markets due to rising insurance costs.

— FB Bancorp, Inc. /MD/, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Number of full-time equivalent employees
323
-1.8% YoY
Prior year: 329
employees
Number of offices
19
+5.6% YoY
Prior year: 18
offices

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.