WAFDPHIGH SIGNALFINANCIAL10-K

WAFDP experienced a dramatic decline in cash and equivalents alongside reduced operating cash flow, while completing a formal bank name change to WaFd Bank.

The substantial reduction in cash position from $2.4B to $657M represents a major liquidity shift that warrants close investor attention, particularly given the concurrent decline in operating cash flow generation. However, the company maintained positive earnings growth and reduced credit loss provisions, suggesting the cash deployment may have been strategic rather than distressed.

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

WAFDP's financial profile shifted meaningfully during the period, with cash and equivalents declining dramatically while operating cash flow also decreased substantially to $237M from $439M. Despite these liquidity changes, the company delivered solid earnings growth with net income rising 13% to $226M, and credit quality appeared to improve as provision for credit losses moved closer to zero. The overall picture suggests significant cash deployment activities occurred, though maintained profitability and improving credit metrics provide some reassurance about underlying business health.

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.
+7 more — sign up free →
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.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →