Helm Bank USA
Miami, FL FDIC 32718 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.11% +0.25 0.86%
Return on Equity (%) 11.94% +2.27 9.67%
Net Interest Margin (%) 4.16% +0.10 4.06%
Efficiency Ratio (%) 67.45% -6.36 73.80%
Pre-Provision Profit ($M) $4 +1.20 $3
Cost of Funds (%) 0.99% -0.05 1.04%
Balance Sheet
Total Assets ($M) $1,164 +98.15 $1,065
Gross Loans ($M) $646 +39.02 $607
Loan Growth YoY (%) 60.61% -1.57 62.18%
Total Deposits ($M) $1,047 +88.90 $958
Shareholders Equity ($M) $107 +11.38 $96
Tang. Book Value ($M) $107 +11.38 $96
TBV excl. AOCI ($M)** $128 +15.14 $113
Loan / Deposit Ratio (%) 60.61% -1.57 62.18%
Credit Quality
NPA / Total Assets (%) 0.79% -0.04 0.82%
Allowance / Loans (%) 1.70% -0.08% 1.79%
Net Charge-Off Ratio (%) 1.42% -0.03 1.45%
Capital
Tier 1 Capital Ratio (%) 29.51% -1.22 30.73%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▃▁▁▃▂▁▄█ Net Interest Margin (%) 4.05% 4.03% 4.01% 4.06% 4.05% 4.02% 4.07% 4.16%
▄▁▁▃▅▆▆█ Return on Assets (%) 0.90% 0.76% 0.72% 0.86% 0.94% 0.98% 0.97% 1.11%
▂▃▃█▆▄▄▁ Efficiency Ratio (%) 68.6% 69.1% 69.5% 73.8% 72.0% 70.3% 70.2% 67.4%
▁██▅▄▅▆▃ Cost of Funds (%) 0.91% 1.13% 1.15% 1.04% 1.02% 1.04% 1.07% 0.99%
▁▂█▆▇██▆ NPA / Assets (%) 0.53% 0.59% 0.94% 0.82% 0.88% 0.94% 0.92% 0.79%
▁▁█▆▇██▆ Net Charge-Off Ratio (%) 0.95% 1.01% 1.57% 1.45% 1.53% 1.65% 1.62% 1.42%
▁▅▂▅▆███ Tang. Book Value ($M) $84 $97 $89 $96 $100 $107 $106 $107
▁▃▄▄▆███ Gross Loans ($M) $573 $600 $603 $607 $624 $648 $643 $646
▂▁▁▃▅▇▇█ Total Deposits ($M) $930 $908 $909 $958 $978 $1,025 $1,022 $1,047
Portfolio Composition — Q1'26
Loan Mix%
Real Estate96%
C&I / Commercial1%
Consumer3%
Deposit Mix%
Nonint.-Bearing Demand42%
Interest-Bearing (core)30%
Brokered / Other28%
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