KRNYHIGH SIGNALFINANCIAL10-K

KRNY achieved a dramatic turnaround from an $86.7M loss to $26.1M profit while experiencing substantial increases in interest expenses and capital expenditures.

The company's return to profitability represents a major operational improvement, but the 297% surge in interest expense indicates significant pressure from rising funding costs in the current rate environment. The strategic pivot from emphasizing capital strength to focusing on relationship banking and core deposits suggests management is prioritizing growth over conservative capital management.

Comparing 2025-08-21 vs 2024-08-23View on EDGAR →
FINANCIAL ANALYSIS

KRNY demonstrated strong financial recovery with net income swinging from negative $86.7M to positive $26.1M, supported by improved credit quality as shown by the provision reversal. However, the dramatic 297% increase in interest expense to $117.9M reflects substantial funding cost pressures, while operating cash flow declined 44% to $24.8M despite profitability improvements. The company strengthened its liquidity position with cash increasing 162% to $167.3M and grew total deposits by 10% to $5.7B, though doubled capital expenditures suggest increased investment in growth initiatives.

FINANCIAL STATEMENT CHANGES
Provision for Credit Losses
P&L
-570.7%
-$1.1M-$7.5M

Provisions reduced 570.7% — improving credit quality or reserve release boosting reported earnings.

Interest Expense
P&L
+297.2%
$29.7M$117.9M

Interest expense surged 297.2% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+161.9%
$63.9M$167.3M

Cash position surged 161.9% — strong cash generation or capital raise providing significant financial cushion.

Capital Expenditure
Cash Flow
+150.6%
$1.4M$3.4M

Capital expenditure jumped 150.6% — major investment cycle underway; assess returns on deployment.

Net Income
P&L
+130.1%
-$86.7M$26.1M

Net income grew 130.1% — bottom-line growth signals improving overall business health.

Operating Cash Flow
Cash Flow
-43.7%
$44.0M$24.8M

Operating cash flow fell 43.7% — earnings quality concerns; investigate working capital changes and non-cash items.

Total Deposits
Balance Sheet
+10%
$5.2B$5.7B

Deposits grew 10% — expanding customer base or increased trust in the institution.

LANGUAGE CHANGES
NEW — 2025-08-21
PRIOR — 2024-08-23
ADDED
As of August 19, 2025 there were outstanding 64,744,523 shares of the Registrant s Common Stock.
The Company is a unitary savings and loan holding company, regulated by the Board of Governors of the Federal Reserve System and conducts no significant business or operations of its own.
You may access these materials by following the links under Investor Relations under the Financials tab at the Company s website.
The key components of our business strategy are as follows: Focus on Relationship Banking and Core Deposits We remain focused on acquiring and retaining core non-maturity deposit accounts while deepening customer relationships through personalized, high-touch service.
Our approach emphasizes building long-term client trust and loyalty.
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REMOVED
As of August 19, 2024 there were outstanding 64,579,683 shares of the Registrant s Common Stock.
The Company is a unitary savings and loan holding company, regulated by the Board of Governors of the Federal Reserve Bank ( FRB ) and conducts no significant business or operations of its own.
You may access these materials by following the links under Investor Relations under the Financial Information tab at the Company s website.
The key components of our business strategy are as follows: Maintain Robust Capital and Liquidity Levels As demonstrated by the June 30, 2024 Common Equity Tier 1 Capital ratios of the Company and the Bank of 14.79% and 13.65%, respectively, we currently maintain, and plan to continue to maintain, capital levels in excess of regulatory minimums and internal capital adequacy guidelines.
In addition, we had the capacity to borrow additional funds totaling $789.0 million via unsecured overnight borrowings from other financial institutions and $1.06 billion and $381.8 million from the Federal Home Loan Bank of New York and FRB, respectively, without pledging additional collateral.
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