AI brief of an SEC Form 8-K · TFS Financial CORP (TFSL)

TFS Financial Reports Record $100.7 Million Net Income for Fiscal 2026

Positive Impact 3 of 5 earnings Written later

TFS Financial reported fiscal 2026 net income of $100.7 million, up 10.7% from $91.0 million in fiscal 2025, and diluted earnings per share of $0.35 versus $0.32. Fourth-quarter net income fell 19.0% to $24.7 million from $30.5 million in the prior quarter, and total loan delinquencies rose to $60.7 million from $34.7 million a year earlier.

Key points

Fiscal 2026 net income was $100.7 million, up $9.7 million or 10.7% from $91.0 million; diluted EPS was $0.35 versus $0.32.
Net interest margin rose to 1.88% for fiscal 2026 from 1.76%; net interest income increased $29.1 million to $321.8 million.
Quarter ended September 30, 2026 net income was $24.7 million, down $5.8 million or 19.0% from $30.5 million for the quarter ended June 30, 2026.
Total loan delinquencies were $60.7 million, or 0.37% of total loans, at September 30, 2026, versus $34.7 million a year earlier.

The filing

CompanyTFS Financial CORP (TFSL)

Form8-K, current report

Filed with the SECOct 29, 2026, 4:08 PM ET

Accession number0001381668-26-000045

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.