Kearny Financial Corp
KRNY
$7.81 6.11%
Exchange: NASDAQ | Sector: Financial Services | Industry: Banks Regional
Q1 2026
Published: Oct 23, 2025

Earnings Highlights

  • Revenue of $11.89M down 86.6% year-over-year
  • EPS of $0.19 increased by 113.1% from previous year
  • Net income of 9.51M
  • "Not available in the provided data." - N/A
KRNY
Company KRNY

Executive Summary

Kearny Financial Corp (KRNY) reported Q1 2026 results characterized by a strong bottom-line despite a pronounced top-line contraction. Revenue for the quarter stood at $11.885 million, while income before tax was $11.967 million and net income reached $9.506 million, translating to an EPS of $0.19 and an annualized net income margin of approximately 80%. The outsized net income margin appears driven by a combination of tax efficiency and potential one-time or non-operating items, given the absence of a disclosed cost of revenue and the substantial drop in revenue year over year. Management commentary—not detailed in the provided inputs—would be critical to confirming the sustainability of this profitability mix.

From a balance sheet and liquidity standpoint, KRNY exhibits a solid foundation. Total assets are $7.65 billion with stockholders’ equity of $753 million. The liquidity profile is robust, with cash and cash equivalents of $130.1 million and short-term investments of $1.016 billion, yielding a substantial liquidity cushion against near-term funding needs. The company also carries a net cash position (net debt of approximately -$130 million), which supports financial flexibility amid potential rate volatility or deposit fluctuations. The reported results imply meaningful profitability relative to assets and equity benchmarks, but the revenue decline (YoY -86.6%, QoQ -85.8%) warrants close scrutiny of recurring earnings drivers and risk factors tied to the loan portfolio and balance sheet composition.

Overall, KRNY presents a mixed but compelling narrative for investors: a resilient quarterly profit framework and strong liquidity against a backdrop of revenue compression and potential sensitivity to regional CRE and retail deposit dynamics. The durability of the earnings platform will hinge on management’s ability to translate liquidity and capital strength into sustainable net interest income and controlled expense growth while monitoring credit quality in a slowing CRE cycle.

Key Performance Indicators

Revenue
Decreasing
11.89M
QoQ: -85.83% | YoY: -86.62%
Net Income
Increasing
9.51M
QoQ: 42.99% | YoY: 110.55%
EPS
Increasing
0.19
QoQ: 72.73% | YoY: 113.10%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 11.89 0.19 -86.6% View
Q3 2025 83.90 0.11 -2.8% View
Q2 2025 81.49 0.10 +311.0% View
Q1 2025 37.07 0.10 -14.1% View
Q4 2024 88.80 -1.45 +102.5% View