RBBHIGH SIGNALFINANCIAL10-K

RBB Bancorp achieved exceptional 389% net income growth to $39.2M despite a massive 224% surge in interest expenses, while doubling stockholders' equity to $523.4M.

The dramatic improvement in profitability alongside the near-doubling of equity suggests either significant balance sheet expansion, major one-time gains, or extraordinary operational leverage. However, the tripling of interest expenses indicates substantial growth in interest-bearing liabilities that investors need to evaluate for sustainability and margin compression risks.

Comparing 2026-03-09 vs 2025-03-17View on EDGAR →
FINANCIAL ANALYSIS

RBB delivered explosive financial growth with net income surging 389% to $39.2M and stockholders' equity nearly doubling to $523.4M, suggesting major business expansion or capital raising activity. However, this came with significant cost pressures as interest expenses tripled to $101.9M, while operating cash flow declined 26% to $43.4M and cash reserves dropped 18% to $212.3M. The mixed signals of strong earnings growth paired with deteriorating cash generation and rising funding costs suggest investors should scrutinize the quality and sustainability of this dramatic performance improvement.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+389.4%
$8.0M$39.2M

Net income grew 389.4% — bottom-line growth signals improving overall business health.

Interest Expense
P&L
+224.2%
$31.4M$101.9M

Interest expense surged 224.2% — significant debt increase or rising rates materially impacting earnings.

Stockholders Equity
Balance Sheet
+97.4%
$265.2M$523.4M

Equity base grew 97.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Share Buybacks
Cash Flow
-32.4%
$20.7M$14.0M

Buyback activity reduced 32.4% — capital being redeployed elsewhere or cash conservation underway.

Operating Cash Flow
Cash Flow
-25.8%
$58.5M$43.4M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Provision for Credit Losses
P&L
+24.7%
$4.0M$4.9M

Loss provisions increased 24.7% — building reserves against anticipated credit deterioration.

Cash & Equivalents
Balance Sheet
-17.6%
$257.7M$212.3M

Cash decreased 17.6% — monitor burn rate and upcoming capital needs.

LANGUAGE CHANGES
NEW — 2026-03-09
PRIOR — 2025-03-17
ADDED
rbb20251231_10k.htm 0001499422 RBB Bancorp false --12-31 FY 2025 true true true true The membership of the IT Committee includes members of the executive management team and directors of the Company.
The CIO and ISO actively participate in all IT Committee meetings.
The CIO has over 20 years of work experience in the development, operation and management of Information Technology at financial institutions.
The ISO has over 10 years of work experience in building and overseeing cybersecurity programs at financial institutions.
Both CIO and ISO have extensive experience and qualifications in various technology and information security disciplines, including relevant experience at the Company.
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REMOVED
We had no loans that were 90 days or more past due and still accruing.
Represents applicable tenor spread adjustment when the original Libor index was discontinued on June 30, 2023 Other fees consist of wealth management fees, miscellaneous loan fees and postage/courier fees.
Primarily represents: Net loan servicing income, letter of credit commissions, import/export commissions, recoveries on purchased loans, BOLI income, gains (losses) on sales of loans, and CDFI Equitable Recovery Program and Bank Enterprise Award.
A C I loan of $4.7 million is secured by a SFR and is cross collateralized with a CRE loan with a specific reserve.
Represents the impact of the adoption of Accounting Standards Update ASU 2016-13, Financial Instruments Credit Losses (Topic 326) on January 1, 2022.
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