TFS Financial Q2 net income rises 4% to $23.2M; record $77.8M net interest income

TFS Financial CORP

2026-Q2 EPS reported $0.16

Net interest income increased 2.8% to a record $77.8M vs $75.7M in prior quarter, driven by ARM resets and deposit cost management.
Net income $23.2M ($0.07 diluted EPS estimated) vs $22.3M prior quarter; six-month net income $45.5M, up 4.8% YoY.
Total assets $17.48B; loans held for investment flat at $15.74B; home equity portfolio grew $188.4M to $5.24B.
Tier 1 leverage ratio 10.77%, Common Equity Tier 1 17.22%; both exceed well-capitalized minimums; $4.0M in stock buybacks during H1.
Quarterly dividend of $0.2825/share continued; MHC waived receipt on ~81% of shares through July 2026.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

TFS Financial CORP reported the six months ended March 31, 2026 results: net income $45.5 million.

Period: the six months ended March 31, 2026
Net income: $45.5 million
Result: reported results

Exact text from the filing

The Company reported net income of $45.5 million for the six months ended March 31, 2026, an increase of $2.1 million, or 4.8%, compared to net income of $43.4 million for the six months ended March 31, 2025.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

TFS Financial CORP reported the quarter ended March 31, 2026 results: revenue $77.8 million, net income $23.2 million.

Period: the quarter ended March 31, 2026
Revenue: $77.8 million
Net income: $23.2 million
Result: reported results

Exact text from the filing

Cleveland (the "Association"), today announced results for the quarter and six months ended March 31, 2026. "During the quarter, we had a 4% increase in net income and a record $77.8 million in net interest income,” said Chairman and CEO Marc A. Stefanski. “Our results were driven primarily by increasing yields from Smart Rate ARMs resetting and our prudent

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Source: SEC EDGAR

accession 0001381668-26-000021

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