SRBKHIGH SIGNALFINANCIAL10-K

SRBK achieved a dramatic turnaround from a $10.9M net loss to $5.1M net profit, marking a complete reversal of financial performance.

This represents a fundamental shift in the bank's profitability trajectory, moving from significant losses to solid earnings generation. The 147% improvement in net income, combined with positive operating cash flow generation of $4.7M (versus negative $1.7M previously), demonstrates successful execution of management's turnaround strategy and suggests the bank has stabilized its operations.

Comparing 2025-09-29 vs 2024-10-16View on EDGAR →
FINANCIAL ANALYSIS

SRBK delivered a comprehensive financial turnaround with net income swinging from a $10.9M loss to a $5.1M profit, while operating cash flow improved dramatically from negative $1.7M to positive $4.7M. The bank grew its cash position by 26% to $57.8M and reduced capital expenditures by 61%, indicating improved cash management and operational efficiency. Despite higher interest expenses rising 58% to $2.4M, the overall financial picture signals a successful recovery and return to sustainable profitability for investors.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+368.3%
-$1.7M$4.7M

Operating cash flow surged 368.3% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+147.3%
-$10.9M$5.1M

Net income grew 147.3% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
-60.7%
$1.1M$433K

Capex reduced 60.7% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Interest Expense
P&L
+58.2%
$1.5M$2.4M

Interest expense surged 58.2% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+25.9%
$45.9M$57.8M

Cash grew 25.9% — improving liquidity position supports investment and shareholder returns.

LANGUAGE CHANGES
NEW — 2025-09-29
PRIOR — 2024-10-16
ADDED
At June 30, 2025, SR Bancorp had total assets of $1.08 billion, deposits of $846.0 million and total stockholders' equity of $193.8 million.
Information on our website is not to be considered a part of this document.
Pharmaceutical, life sciences, financial services, technology and transportation and logistics companies are among the largest employment sectors in the counties served by Somerset Regal Bank.
Middlesex County is the most populous county with a total population of 890,000, while Hunterdon County is the least populous county with a total population of 132,000.
Based on June 30, 2025 deposit data, Somerset Regal Bank s $364.6 million of deposits provided for a 2.1% market share of bank and thrift deposits in Somerset County, which was the nineth largest market share out of 20 financial institutions in the market.
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REMOVED
At June 30, 2024, SR Bancorp had total assets of $1.02 billion, deposits of $807.1 million and total equity of $199.5 million.
However, as of June 30, 2023, the conversion had not been completed.
Accordingly, the financial and other information contained in this document at and for the year ended June 30, 2023 is for Somerset Savings Bank, SLA, unless indicated otherwise.
Information on our website should not be considered a part of this document.
Pharmaceutical, financial services, professional services and retail companies are among the largest employers in the counties served by Somerset Regal Bank.
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