Q2 FY2026 EarningsQ2 FY26 beat consensus across all major metrics: diluted EPS reached $1.96 vs. $1.80 expected, and revenue of $187.5M exceeded the $178.5M estimate by 5.02%. Net interest margin (NIM) expanded to 3.84% (+12bps vs. consensus), supported by higher loan volumes and earning asset growth. While noninterest expense increased YoY, the company remains highly liquid and well-capitalized, further signaling growth with the announced acquisition of Spirit BankCorp expected to close in Q4 FY26.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: BancFirst(BANF) the Revenue is 186.91 M (+10.4%), Beat estimate;the EBIT is 90.11 M (+11.1%), Beat estimate;the EPS is 1.96 (+5.95%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.19B10.40%
0.18B5.45%
+0.01B4.95%
EBITExceed expectations
0.09B11.10%
0.08B2.83%
+0.01B8.27%
EPSExceed expectations
1.965.95%
1.79672.88%
+0.16338.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf