Norwood Financial

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $42.98M beat the $28.1M estimate significantly due to the PB Bankshares acquisition, while GAAP EPS of $0.86 was largely in-line with the $0.865 consensus. Net interest income surged 40.8% YoY to $26.8M, driven by a 47.3% increase in average loans. However, the provision for credit losses jumped to $1.94M (vs. $0.95M YoY), and a large commercial real estate bankruptcy in June 2026 caused non-performing assets to spike to 0.97% of total assets.