Oct 21, 4:12 PM ET
Triumph Financial reported third-quarter 2026 net income to common stockholders of $12.6 million, or $0.52 per diluted share, in a shareholder letter furnished under Item 2.02. Transportation revenue grew 37.8% year over year, while the letter says credit expense rose and Intelligence revenue growth fell short of expectations.
- Net income to common stockholders was $12.6 million, or $0.52 per diluted share; non-recurring items reduced EPS by $0.02.
- Factoring revenue was $57.0 million, up 43.6% year over year, with a pretax operating margin of 43.0%.
- Payments revenue was $23.5 million, up 27.2% year over year; LoadPay revenue was $0.8 million.
- The letter sets a 2027 non-interest expense target below $400 million and gives an illustrative 2027 EPS figure of roughly $3.50, which the company says is not a precise forecast.
Read the filing on SEC.gov ↗
Jul 21, 4:13 PM ET
Triumph Financial reported second-quarter 2026 net income to common stockholders of $10.6 million, or $0.44 per diluted share, in a shareholder letter furnished with this 8-K. The letter says non-core items reduced EPS by $0.13, mostly tied to ongoing efficiency initiatives, and that Factoring and Payments revenue grew from the prior quarter.
- Net income to common stockholders was $10.6 million, or $0.44 per diluted share, for the quarter ended June 30, 2026; non-core items reduced EPS by $0.13.
- Factoring pretax operating income was $20.9 million, with revenue up 26.9% from the prior quarter and an operating margin of 39.4%.
- Payments total revenue was $22.3 million, up 16.7% from the prior quarter and 29.4% year over year.
- Intelligence total revenue was $2.4 million, flat from the prior quarter, with customer churn and lower ARR exiting June cited in the letter.
Read the filing on SEC.gov ↗
Apr 21, 4:12 PM ET
Triumph Financial reported first-quarter 2026 net income to common stockholders of $5.6 million, or $0.23 per diluted share, in a shareholder letter furnished with an 8-K. Transportation revenue grew 0.6% from the fourth quarter of 2025, which the company said is a positive signal given its usual seasonal decline in that period.
- Net income to common stockholders was $5.6 million, or $0.23 per diluted share, for the quarter ended March 31, 2026.
- Payments total revenue rose 2.6% quarter over quarter to $19.1 million, and 25.8% year over year.
- Factoring pretax operating income was $14.5 million, with a 34.7% operating margin against a long-term target above 40%.
- Banking segment operating income decreased $1.0 million to $24.6 million, and total non-performing loans rose to 1.77% of total loans.
Read the filing on SEC.gov ↗
Jan 26, 4:13 PM ET
Triumph Financial reported fourth-quarter 2025 net income to common stockholders of $18.4 million, or $0.77 per diluted share, and total transportation revenue growth of 4.1%. The company said the quarter included one-time gains of $14.3 million from asset sales and nonrecurring expenses, and reported expenses of $98.1 million, above the $96.5 million it had estimated in its prior letter.
- Net income to common stockholders was $18.4 million, or $0.77 per diluted share, for the quarter ended December 31, 2025.
- Total transportation revenue grew 4.1%; Factoring revenue rose 5.8% and core operating margin was 32.6%.
- Gains of $14.3 million from selling a Dallas building and an aircraft were offset by a $1.2 million impairment, a $1.1 million litigation reserve and a $0.8 million health plan adjustment, among other items.
- The company stated a goal of about 20% transportation revenue growth in 2026, described as goals rather than earnings guidance.
Read the filing on SEC.gov ↗
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