FRANKLIN FINANCIAL SERVICES CORP /PA/ (FRAF) Earnings History

FRANKLIN FINANCIAL SERVICES CORP /PA/ - Q4 FY2025 Earnings

Filed at: Jan 27, 2026, 4:04 PM EST|Read from source

EXECUTIVE SUMMARY

Franklin Financial Services Corporation reported strong year-over-year growth in net income and diluted EPS for Q4 and full-year 2025, significantly boosted by the absence of prior year securities sale losses. The company demonstrated solid asset and loan growth, alongside stable deposit levels, and improved key performance ratios.

POSITIVE HIGHLIGHTS

  • •

    Net income for Q4 2025 was $6.0 million ($1.35 per diluted share), a 12.9% increase from Q3 2025 and a significant increase from $487 thousand in Q4 2024.

    positive
  • •

    Full-year 2025 net income was $21.2 million ($4.74 per diluted share), an increase of 91.2% compared to $11.1 million ($2.51 per diluted share) in 2024.

    positive
  • •

    Net interest income increased 23.3% in Q4 2025 and 21.1% year-to-date 2025, driven by loan portfolio growth.

    positive
  • •

    Loan growth was strong, with net loans increasing 11.6% year-over-year to $1.541 billion.

    positive
  • •

    Wealth Management fees increased 4.6% in Q4 2025 and 7.4% year-to-date 2025.

    positive

CONCERNS & RISKS

  • •

    Nonaccrual loans increased significantly to $8.5 million (0.55% of total gross loans) on December 31, 2025, from $266 thousand (0.02%) on December 31, 2024, primarily due to commercial real estate loans.

    attention
  • •

    The provision for credit losses on loans increased by 53.4% year-to-date 2025 to $3.0 million from $2.0 million in 2024, largely due to a specific reserve for a commercial loan.

    attention
  • •

    Noninterest expense increased 8.4% in Q4 2025 and 6.7% year-to-date 2025, driven by higher salaries, benefits, and other operating costs.

    attention
  • •

    The effective income tax rate increased to 19.2% in Q4 2025 and year-to-date 2025, compared to 11.3% and 16.6% respectively in the prior year periods.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$23.31M
-14.1%
Prior year: $27.14M
Annual (YTD)
$92.82M
N/A
Prior year: $71.19M
Net Income
Quarterly
$6.04M
+1138.4%
Prior year: $487.00K
Annual (YTD)
$21.23M
N/A
Prior year: $11.10M
EPS (Diluted)
Quarterly
$1.35
+1127.3%
Prior year: $0.11
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Net Margin
Current Quarter
26.0%
Prior Year
1.8%
YoY Change
+2420 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

|
Wealth Management
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Wealth Management
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2024
Loss on sale of investment securities sold as part of a portfolio restructuring.
Net of tax benefit (21%)
+$3.4M
$0.11 per share

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

MANAGEMENT COMMENTARY

Reported strong fourth quarter and year-to-date 2025 results.

— FRANKLIN FINANCIAL SERVICES CORP /PA/, Q4 FY2025 2025 Earnings Call

Net income and diluted EPS significantly increased year-over-year, benefiting from the absence of prior year securities sale losses.

— FRANKLIN FINANCIAL SERVICES CORP /PA/, Q4 FY2025 2025 Earnings Call

Demonstrated solid asset and loan growth, with net loans increasing 11.6% year-over-year.

— FRANKLIN FINANCIAL SERVICES CORP /PA/, 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

Allowance for loan loss / loans
1.3
+4.8% YoY
Prior year: 1.3
%
Net interest margin
3.4
+16.4% YoY
Prior year: 2.9
%
Nonperforming assets / total assets
0.4
+3700.0% YoY
Prior year: 0.0
%
Nonperforming loans / gross loans
0.6
+2650.0% YoY
Prior year: 0.0
%
Return on average assets
1.1
+1066.7% YoY
Prior year: 0.1
%
Return on average equity
14.2
+975.8% YoY
Prior year: 1.3
%

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