Eagle Bancorp

Q2 FY2026 EarningsQ2 FY26 bottom-line results missed consensus significantly, with Diluted EPS of $0.23 vs. $0.34 expected (-32.35%) and Net Income of $6.9M vs. $10.5M expected (-34.29%). Despite the earnings miss, Total Net Revenue of $73.1M beat the $65.1M consensus by 12.29%, driven by strong noninterest income from loan sales. Asset quality remains the primary concern, as net charge-offs remained elevated and the nonperforming loan ratio climbed to 1.68% from 1.47% at year-end 2025. Management expects a discrete $5.3M tax benefit in Q3 FY26 following a state tax settlement.