Every material Form 8-K Triumph Bancorp filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Triumph Bancorp filing is on SEC EDGAR ↗. 8-K briefs of other companies →