Eastern Bankshares: Still Growing, Still A Long-Term Buy
Eastern Bankshares, Inc. (EBC) continues to show growth through both M&A activity and organic expansion, with stable asset quality and loan growth. Q3 revenues rose 19% year-over-year to $241.5 million, though both revenue and EPS slightly missed estimates due to margin pressure. Deposit competition has increased, but loan growth remains strong, and asset quality metrics are healthy with low net charge-offs and manageable non-performing loans.
Eastern's Q3 Earnings Down Y/Y Due to Truck Market Slump
EML posts sharp earnings and revenue declines on a year-over-year basis in Q3 2025 as Class 8 truck and auto demand falter; management sees early signs of recovery into 2026.
The Eastern Company (EML) Q3 2025 Earnings Call Transcript
The Eastern Company ( EML ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Marianne Barr - Treasurer & Secretary Ryan Schroeder - President, CEO & Director Nicholas Vlahos - VP & CFO Presentation Operator Greetings. Welcome to The Eastern Company Third Quarter Fiscal Year 2025 Earnings Call.
KBC Group: Outperformance Vs. European Peers Likely To Continue
KBC Group enjoys a healthy mix of net interest income and commission income through its operations in Belgium, the Czech Republic, and Eastern Europe. The group's Q2 2025 results benefited from an improved performance in the company's core Belgian market. Looking ahead, stronger GDP growth in Central and Eastern Europe should be the main driver of EPS growth.
Exploits Discovery eyes resource expansion with high-grade gold projects in Eastern Canada
It's a good time to be in the gold exploration business, and even more so if you have projects in safe jurisdictions, given the current geopolitical environment. That said, exploration brings its fair share of challenges: you need a special combination of project quality, personnel, and the knack to create your own good fortune in order to come out on top.
Eastern Bankshares: Shares Look Cheap On Upcoming M&A
Eastern Bankshares has been a somewhat mixed performer since my last update, trailing the broader regional bank space albeit having still returned a decent 8%. As expected, a wider net interest margin has fueled a nice jump in the bank's underlying profitability. Recent trends in credit quality are also encouraging. The deal to acquire HarborOne Bancorp is seen as materially boosting next year's EPS. Meanwhile, the stock only trades for around 8x the consensus 2026 estimate.
Eastern's Q2 Earnings Slip Y/Y on Lower Sales, Higher Costs
EML's Q2 earnings fall year over year as truck mirror demand softened, but restructuring and cost controls aim to drive $4 million in annual savings by 2026.
The Eastern Company (EML) Q2 2025 Earnings Call Transcript
The Eastern Company (NASDAQ:EML ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Marianne Barr - Corporate Participant Treasurer & Secretary - Corporate Participant Nicholas Vlahos - VP & CFO Ryan A. Schroeder - President, CEO & Director Operator Greetings, and welcome to The Eastern Company's Second Quarter Fiscal Year 2025 Earnings Call.
Eastern Bankshares: Growing Through Acquisitions, Attractive Value
Eastern Bankshares, Inc. delivered strong Q2 results, with revenue up 59% and solid loan and deposit growth driven by recent mergers. Net interest margin expanded significantly, asset quality improved, and return metrics surged, reflecting operational strength and efficiency gains. Valuation is attractive, trading below book value with a healthy dividend yield over 3% and ongoing share repurchases.
EML Q1 Earnings Dip Y/Y Amid Truck Market Headwinds, Stock Up 9%
Eastern's Q1 earnings decline year over year amid heavy-duty truck market slowdown, trims SG&A, boosts efficiency and eyes growth through strategic changes.
The Eastern Company (EML) Q1 2025 Earnings Call Transcript
The Eastern Company (NASDAQ:EML ) Q1 2025 Earnings Call May 7, 2025 9:00 AM ET Company Participants Marianne Barr - Investor Relations Ryan Schroeder - Chief Executive Officer Nicholas Vlahos - Chief Financial Officer Conference Call Participants Ross Davisson - Banetton Capital Operator Good morning, everyone, and welcome to The Eastern Company's First Quarter Fiscal Year 2025 Earnings Call. [Operator Instructions] Please note this conference is being recorded.
Eastern Bankshares Q1 Earnings: Looking Past Messy Headline Figures
Like the wider space, Boston-based Eastern Bankshares has been up and down since my last piece, with recent economic concerns undoing the stock's post-election rally. Eastern recently reported first quarter results. Although the headline figures look messy, this was driven by a balance sheet repositioning, and core trends were better. The stock continues to look cheap, trading for less than 9x 2026 consensus EPS and roughly 1.25x tangible book value.
