GSBCHIGH SIGNALFINANCIAL10-K

GSBC experienced a massive 279% surge in interest expense alongside significant balance sheet contraction, signaling severe margin compression in a rising rate environment.

The dramatic increase in interest expense from $27.4M to $103.6M indicates GSBC is facing severe funding cost pressures that are outpacing their ability to reprice assets. Despite this cost surge, the bank managed to grow net income 15% and dramatically increased share buybacks, suggesting management is confident in their ability to navigate the interest rate headwinds while opportunistically repurchasing shares at potentially attractive valuations.

Comparing 2026-03-06 vs 2025-03-07View on EDGAR →
FINANCIAL ANALYSIS

GSBC's financials reveal a bank under significant interest rate pressure but maintaining profitability through disciplined operations. Total assets contracted from $5.98B to $5.60B while net loans fell from $4.69B to $4.36B, yet the bank grew net income 15% to $71.0M despite the 279% spike in interest expense. The company's response included aggressive capital return with share buybacks surging 193% to $44.5M (reducing outstanding shares from 11.6M to 11.0M) and doubled capital expenditures, suggesting management sees the current environment as both challenging and opportunistic for long-term positioning.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+278.7%
$27.4M$103.6M

Interest expense surged 278.7% — significant debt increase or rising rates materially impacting earnings.

Share Buybacks
Cash Flow
+193.4%
$15.2M$44.5M

Share repurchases increased 193.4% — management returning capital, signals confidence in intrinsic value.

Provision for Credit Losses
P&L
+144.8%
-$6.7M$3.0M

Credit loss provisions surged 144.8% — management flagging significant deterioration in loan quality ahead.

Capital Expenditure
Cash Flow
+132.8%
$4.9M$11.5M

Capital expenditure jumped 132.8% — major investment cycle underway; assess returns on deployment.

Operating Cash Flow
Cash Flow
+85%
$44.1M$81.5M

Operating cash flow surged 85% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+14.8%
$61.8M$71.0M

Net income grew 14.8% — bottom-line growth signals improving overall business health.

LANGUAGE CHANGES
NEW — 2026-03-06
PRIOR — 2025-03-07
ADDED
At March 4, 2026, 10,963,133 shares of the Registrant s common stock were outstanding.
At December 31, 2025, Bancorp s consolidated total assets were $5.60 billion, consolidated net loans were $4.36 billion, consolidated deposits were $4.48 billion and consolidated total stockholders equity was $636.1 million.
At December 31, 2025, the Bank had total assets of $5.60 billion, net loans of $4.36 billion, deposits of $4.54 billion and equity capital of $610.3 million, or 10.9% of total assets.
The size and complexity of the Bank s operations increased substantially in 2009 with the completion of two FDIC-assisted transactions, and again in 2011, 2012 and 2014 with the completion of another FDIC-assisted transaction in each of those years.
In 2015, the Company announced plans to consolidate operations of 16 of its banking centers into other nearby Great Southern banking center locations.
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REMOVED
At March 5, 2025, 11,597,951 shares of the Registrant s common stock were outstanding.
At December 31, 2024, Bancorp s consolidated total assets were $5.98 billion, consolidated net loans were $4.69 billion, consolidated deposits were $4.61 billion and consolidated total stockholders equity was $599.6 million.
At December 31, 2024, the Bank had total assets of $5.98 billion, net loans of $4.70 billion, deposits of $4.69 billion and equity capital of $616.3 million, or 10.3% of total assets.
Prior to these acquisitions, the Company operated banking centers in Missouri with loan production offices in Arkansas and Kansas.
The loss sharing agreements related to the FDIC-assisted transactions in 2009, 2011 and 2012 added to the complexity of our operations by creating the need for new employees and processes to ensure compliance with the loss sharing agreements and the collection of problem assets acquired.
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