Bank First

Q2 FY2026 EarningsQ2 FY26 (ended June 30, 2026) results marginally beat consensus across key profitability metrics, with revenue of $65.0M slightly above the $64.4M expected. Net Income (GAAP) of $24.7M beat the $25.2M consensus slightly in absolute terms, while Diluted EPS of $2.21 fell slightly short of the $2.25 mean estimate due to share issuance from the Centre 1 acquisition. The quarter was defined by significant inorganic growth following the Jan 1 merger, with Net Interest Margin (NIM) expanding to 4.13%, supported by higher loan yields and acquisition accounting marks.