INTERNATIONAL BANCSHARES CORP (IBOC) Earnings History

INTERNATIONAL BANCSHARES CORP - Q4 FY2025 EarningsMissed

Filed at: Feb 26, 2026, 1:00 PM EST|Read from source

EXECUTIVE SUMMARY

International Bancshares Corporation reported strong full-year 2025 results driven by growth in its loan and investment portfolios and a favorable rate environment. However, the company experienced a sequential decline in net income and EPS for the fourth quarter of 2025 compared to the prior year, primarily due to increased interest expenses on deposits.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 net income increased 0.8% to approximately $412.3 million.

    positive
  • •

    Full-year 2025 diluted EPS increased 0.8% to $6.62.

    positive
  • •

    Total assets grew to approximately $16.6 billion at year-end 2025, up from $15.7 billion at year-end 2024.

    positive
  • •

    Total net loans increased to approximately $9.3 billion at year-end 2025, up from $8.7 billion at year-end 2024.

    positive

CONCERNS & RISKS

  • •

    Net income for the fourth quarter of 2025 decreased 7.1% to approximately $106.9 million compared to the prior year.

    negative
  • •

    Diluted EPS for the fourth quarter of 2025 decreased 7.6% to $1.71 compared to the prior year.

    negative
  • •

    Net interest income was negatively impacted by an increase in interest expense, primarily driven by higher rates paid on deposits.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Annual (YTD)
$412.30M
N/A
Prior year: $409.20M
Net Income
Quarterly
$106.90M
-7.1%
Prior year: $115.10M
Annual (YTD)
$412.30M
N/A
Prior year: $409.20M
EPS (Diluted)
Quarterly
$1.71
-7.6%
Prior year: $1.85
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$1.72
-7.0%
Prior year: $1.85

MARGIN ANALYSIS

Net Margin
Current Quarter
10.7%
Prior Year
11.5%
YoY Change
-82 bps

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

MANAGEMENT COMMENTARY

Extremely pleased and proud to continue industry-leading financial results in 2025.

— INTERNATIONAL BANCSHARES CORP, Q4 FY2025 2025 Earnings Call

Focus remains on delivering superior customer service and executing long-standing practices of balance sheet, asset, liability, and liquidity management.

— INTERNATIONAL BANCSHARES CORP, Q4 FY2025 2025 Earnings Call

Strong cost controls and evaluation of processes for efficiencies using new AI initiatives are key priorities.

— INTERNATIONAL BANCSHARES CORP, 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

Deposits
12400.0M
+2.5% YoY
Prior year: 12100.0M
dollars
Total Assets
16600.0M
+5.7% YoY
Prior year: 15700.0M
dollars
Total Net Loans
9300.0M
+6.9% YoY
Prior year: 8700.0M
dollars

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