WAFDHIGH SIGNALFINANCIAL10-K

WaFd experienced a dramatic decline in cash reserves alongside a substantial reduction in operating cash flow, signaling potential liquidity management challenges.

The company's cash position dropped by over 70% to $657 million, representing a significant liquidity reduction that warrants close monitoring. Combined with the nearly 50% decline in operating cash flow, this suggests either strategic deployment of excess cash or operational headwinds affecting cash generation capabilities.

Comparing 2025-11-18 vs 2024-11-20View on EDGAR →
FINANCIAL ANALYSIS

WaFd's financial profile shows mixed signals with net income growing modestly to $226.1 million, indicating solid underlying profitability. However, the dramatic reduction in cash reserves and substantial decline in operating cash flow to $237 million raises questions about liquidity management and operational efficiency. The improvement in credit loss provisions suggests better asset quality, but the cash flow dynamics overshadow this positive development and require careful investor attention.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-72.4%
$2.4B$657.3M

Cash declined 72.4% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Provision for Credit Losses
P&L
+69.7%
-$5.5M-$1.6M

Credit loss provisions surged 69.7% — management flagging significant deterioration in loan quality ahead.

Operating Cash Flow
Cash Flow
-46.1%
$439.2M$237.0M

Operating cash flow fell 46.1% — earnings quality concerns; investigate working capital changes and non-cash items.

Net Income
P&L
+13%
$200.0M$226.1M

Net income grew 13% — bottom-line growth signals improving overall business health.

LANGUAGE CHANGES
NEW — 2025-11-18
PRIOR — 2024-11-20
ADDED
This is based on 79,649,706 shares of Common Stock that were issued and outstanding on this date, which excludes 1,108,968 shares held by all affiliates.
At November 14, 2025 , there were 76,701,002 shares of Common Stock outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 41 Item 7A.
Form 10-K Summary 129 Signatures 129 4 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS AND RISK FACTOR SUMMARY WaFd, Inc.
("we" or the "Company") makes statements in this Annual Report on Form 10-K that constitute forward- looking statements.
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REMOVED
This is based on 80,046,716 shares of Common Stock that were issued and outstanding on this date, which excludes 1,358,675 shares held by all affiliates.
At November 18, 2024, there were 81,352,532 shares of Common Stock outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 42 Item 7A.
Form 10-K Summary 131 Signatures 131 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS AND RISK FACTOR SUMMARY WaFd, Inc.
("we" or the "Company") makes statements in this Annual Report on Form 10-K that constitute forward-looking statements.
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