PBFSHIGH SIGNALFINANCIAL10-K

PBFS demonstrates explosive growth with net interest income up 124% and net income doubling, driven by significant business expansion and improved credit quality.

The company has undergone substantial growth, likely through acquisition or rapid organic expansion, evidenced by the dramatic increase in interest-bearing assets and operational scale. The negative provision for credit losses indicates improving asset quality and economic tailwinds, while the doubled cash position suggests strong liquidity management during this growth phase.

Comparing 2026-03-12 vs 2024-09-25View on EDGAR →
FINANCIAL ANALYSIS

PBFS shows remarkable financial expansion with net interest income growing 124% to $109.5M and net income doubling to $20.3M, though interest expenses surged 297% reflecting the cost of funding this growth. The company improved asset quality with credit loss provisions reversing to a $550K benefit, while cash more than doubled to $325M indicating strong liquidity. Despite reduced operating cash flow, the overall picture signals successful business scaling with improved profitability and credit metrics, though investors should monitor the sustainability of these growth rates and rising funding costs.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+297%
$5.5M$21.8M

Interest expense surged 297% — significant debt increase or rising rates materially impacting earnings.

Share Buybacks
Cash Flow
+259%
$3.1M$11.3M

Share repurchases increased 259% — management returning capital, signals confidence in intrinsic value.

Net Interest Income
P&L
+124.3%
$48.8M$109.5M

Net interest income grew 124.3% — benefiting from rate environment or loan book expansion.

Provision for Credit Losses
P&L
-113.6%
$4.0M-$550K

Provisions reduced 113.6% — improving credit quality or reserve release boosting reported earnings.

Net Income
P&L
+111.3%
$9.6M$20.3M

Net income grew 111.3% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+107.1%
$156.9M$325.0M

Cash position surged 107.1% — strong cash generation or capital raise providing significant financial cushion.

Revenue
P&L
+88.3%
$8.4M$15.8M

Strong top-line growth of 88.3% — accelerating demand or successful expansion into new markets.

Capital Expenditure
Cash Flow
-42.2%
$780K$451K

Capex reduced 42.2% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Operating Cash Flow
Cash Flow
-34%
$16.9M$11.1M

Operating cash flow fell 34% — earnings quality concerns; investigate working capital changes and non-cash items.

LANGUAGE CHANGES
NEW — 2026-03-12
PRIOR — 2024-09-25
ADDED
As of March 6, 2026 there were 25,076,801 shares outstanding of the registrant s common stock.
collectively, except where the context indicates the reference relates solely to the registrant Pioneer Bancorp, Inc.
The Company files interim, quarterly and annual reports with the SEC.
We also invest in securities, which consist primarily of U.S.
Treasury obligations, securities of various government agencies and government-sponsored enterprises, including mortgage-backed securities and collateralized mortgage obligations, municipal obligations and corporate debt securities.
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REMOVED
As of September 20, 2024 there were 26,173,904 shares outstanding of the registrant s common stock.
As a result of the completed minority stock offering, the Company files interim, quarterly and annual reports with the SEC.
We also invest in securities, which have historically consisted primarily of U.S.
Government and agency obligations, municipal obligations and corporate debt securities.
We offer a variety of deposit accounts, including demand accounts, savings accounts, money market accounts and certificate of deposit accounts.
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