Applied Bank
Wilmington, DE FDIC 34193 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.83% -0.72 3.55%
Return on Equity (%) 17.50% -5.38 22.88%
Net Interest Margin (%) 4.12% -0.72 4.83%
Efficiency Ratio (%) 40.27% +4.97 35.30%
Pre-Provision Profit ($M) $2 -0.56 $2
Cost of Funds (%) 0.05% +0.04 0.02%
Balance Sheet
Total Assets ($M) $258 -19.02 $277
Gross Loans ($M) $55 -2.71 $58
Loan Growth YoY (%) 25.58% +0.94 24.64%
Total Deposits ($M) $214 -19.08 $233
Shareholders Equity ($M) $43 +0.19 $43
Tang. Book Value ($M) $43 +0.19 $43
Loan / Deposit Ratio (%) 25.58% +0.94 24.64%
Credit Quality
NPA / Total Assets (%) 0.00% 0.00 0.00%
Allowance / Loans (%) 0.56% -0.03% 0.59%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 72.18% -0.71 72.89%
Noninterest income ($0.57M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
███▄▄▄▄▁ Net Interest Margin (%) 5.81% 5.75% 5.70% 4.83% 4.86% 4.85% 4.84% 4.12%
███▇██▁▆ Return on Assets (%) 4.06% 4.10% 4.06% 3.55% 3.81% 3.73% 0.27% 2.83%
▂▁▁▁▁▁█▂ Efficiency Ratio (%) 38.8% 36.9% 36.4% 35.3% 30.4% 31.6% 95.5% 40.3%
▁▁▁▁▁▁▁█ Cost of Funds (%) 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.05%
▄▄▄▄▄▄▄▄ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▄▄▄▄▄▄▄▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▅█▁▃▆█▁▃ Tang. Book Value ($M) $44 $47 $40 $43 $46 $48 $41 $43
▃▁██▅▄▆▅ Gross Loans ($M) $53 $51 $58 $58 $55 $54 $55 $55
▁█▆██▆▇▆ Total Deposits ($M) $173 $230 $218 $233 $228 $218 $221 $214
Portfolio Composition — Q1'26
Loan Mix%
Real Estate99%
C&I / Commercial1%
Deposit Mix%
Nonint.-Bearing Demand36%
Interest-Bearing (core)64%
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