Goldwater Bank, N.A.
Phoenix, AZ FDIC 58405 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.25% -1.12 1.38%
Return on Equity (%) 2.25% -8.87 11.12%
Net Interest Margin (%) 3.50% -0.22 3.73%
Efficiency Ratio (%) 83.69% +20.41 63.28%
Pre-Provision Profit ($M) $1 -1.25 $2
Cost of Funds (%) 2.45% +0.09 2.36%
Balance Sheet
Total Assets ($M) $525 +57.38 $468
Gross Loans ($M) $430 +36.77 $393
Loan Growth YoY (%) 110.23% -3.03 113.26%
Total Deposits ($M) $385 +42.15 $343
Shareholders Equity ($M) $58 +1.25 $57
Tang. Book Value ($M) $50 +2.15 $48
TBV excl. AOCI ($M)** $54 +4.76 $49
Loan / Deposit Ratio (%) 110.23% -3.03 113.26%
Credit Quality
NPA / Total Assets (%) 3.53% +1.92 1.61%
Allowance / Loans (%) 1.37% 0.05% 1.32%
Net Charge-Off Ratio (%) 4.31% +3.11 1.20%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.69M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▇▇█▅██▇▁ Net Interest Margin (%) 3.86% 3.85% 3.88% 3.73% 3.94% 3.92% 3.87% 3.50%
▄▄▄█▇▆▅▁ Return on Assets (%) 0.77% 0.80% 0.78% 1.38% 1.18% 0.97% 0.85% 0.25%
▇▆▆▁▂▄▄█ Efficiency Ratio (%) 79.8% 77.8% 76.6% 63.3% 68.1% 71.4% 72.6% 83.7%
▁▅█▇█▇██ Cost of Funds (%) 1.92% 2.24% 2.47% 2.36% 2.45% 2.35% 2.42% 2.45%
▅▆▂▁▄▇▆█ NPA / Assets (%) 2.79% 2.93% 1.97% 1.61% 2.46% 3.08% 2.95% 3.53%
▄▃▁▁▄▆▇█ Net Charge-Off Ratio (%) 2.69% 2.33% 1.48% 1.20% 2.69% 3.39% 3.54% 4.31%
▁▂▃▅▇███ Tang. Book Value ($M) $45 $46 $47 $48 $49 $50 $50 $50
▂▁▂▁▅█▇█ Gross Loans ($M) $401 $394 $402 $393 $412 $426 $425 $430
▁▄▁▄▃▅▇█ Total Deposits ($M) $309 $337 $308 $343 $331 $348 $368 $385
Portfolio Composition — Q1'26
Loan Mix%
Real Estate97%
C&I / Commercial3%
Deposit Mix%
Nonint.-Bearing Demand29%
Interest-Bearing (core)34%
Brokered / Other37%
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