earnings
confidence high
sentiment positive
materiality 0.70
Triumph Financial Q4 2025 EPS $0.77; adds J.B. Hunt to network; targets 20% revenue growth
Triumph Financial, Inc.
2025-FY EPS reported
$0.93
- Net income $18.4M, diluted EPS $0.77; includes $14.3M gains from asset sales and $9.5M credit recovery.
- Transportation revenue grew 4.1% QoQ; Payments revenue run rate $74.5M, Factoring purchased volume $3.1B up 4.1%.
- Network adds BlueGrace and J.B. Hunt; now serves 67 of top 100 freight brokers, 8 of top 10.
- Goal: 20% transportation revenue growth over 4 quarters, expenses flat at $96.5M quarterly run-rate by Q4 2026.
- LoadPay surpasses 6,000 accounts; goal to triple revenue in 2026 from $1.5M annualized run rate.