Arlo Bank
Springfield, MO FDIC 29143 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.08% +0.77 0.30%
Return on Equity (%) 6.09% +4.93 1.16%
Net Interest Margin (%) 3.33% -1.06 4.38%
Efficiency Ratio (%) 54.54% -20.00 74.54%
Pre-Provision Profit ($M) $1 +0.70 $0
Cost of Funds (%) 2.92% +0.17 2.75%
Balance Sheet
Total Assets ($M) $229 +92.70 $136
Gross Loans ($M) $170 +83.14 $86
Loan Growth YoY (%) 89.71% -1.29 91.00%
Total Deposits ($M) $187 +93.16 $94
Shareholders Equity ($M) $38 +0.95 $37
Tang. Book Value ($M) $33 +1.02 $32
Loan / Deposit Ratio (%) 89.71% -1.29 91.00%
Credit Quality
NPA / Total Assets (%) 0.73% -0.02 0.74%
Allowance / Loans (%) 1.26% -0.31% 1.56%
Net Charge-Off Ratio (%) 0.47% -0.70 1.17%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.67M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▄▄▁█▇▇▇▆ Net Interest Margin (%) 2.71% 2.76% 1.47% 4.38% 3.95% 3.81% 3.66% 3.33%
▄▁▂▆▅▅▆█ Return on Assets (%) -0.21% -1.14% -0.72% 0.30% 0.19% 0.12% 0.38% 1.08%
▅█▂▂▃▃▂▁ Efficiency Ratio (%) 109.5% 149.7% 74.4% 74.5% 80.2% 82.1% 72.9% 54.5%
██▁█████ Cost of Funds (%) 3.28% 3.35% -2.97% 2.75% 2.88% 3.05% 2.83% 2.92%
▁▁▅▄█▇▅▄ NPA / Assets (%) 0.07% 0.05% 0.99% 0.74% 1.74% 1.43% 1.00% 0.73%
▁▁▅▄█▅▄▂ Net Charge-Off Ratio (%) 0.08% 0.06% 1.55% 1.17% 2.68% 1.60% 1.35% 0.47%
▁▁▅█████ Tang. Book Value ($M) $10 $10 $24 $32 $32 $32 $32 $33
▁▁▂▃▄▆▇█ Gross Loans ($M) $54 $53 $76 $86 $102 $126 $148 $170
▁▁▃▃▄▅▇█ Total Deposits ($M) $50 $51 $85 $94 $117 $132 $158 $187
Portfolio Composition — Q1'26
Loan Mix%
Real Estate86%
C&I / Commercial11%
Agricultural2%
Other2%
Deposit Mix%
Nonint.-Bearing Demand5%
Interest-Bearing (core)65%
Brokered / Other30%
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