BancFirst

Q2 FY2026 EarningsQ2 FY2026 delivered a solid beat across all major performance metrics, with revenue reaching $187.5M (+5.02% vs. consensus) and diluted EPS of $1.96 (+9.09% vs. consensus). Growth was driven by an expanding net interest margin (3.84% vs. 3.72% expected) and resilient loan volumes, despite a higher-than-expected credit loss provision. Management signaled continued expansion with the acquisition of SpiritBank, aiming to bolster presence in the Tulsa market by Q4 FY2026.