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Mar 31, 2022

FB Financial Q1 2022 Earnings Report

Reported Q1 diluted EPS of $0.74 and annualized Loan Growth (HFI) of 21.3%.

Key Takeaways

FB Financial Corporation reported a net income of $35.2 million, or $0.74 per diluted common share, for the first quarter of 2022. The company experienced growth in loans held for investment (HFI) of $400.3 million, representing an annualized growth rate of 21.3%.

Core bank produced impressive loan growth.

Consistent non-interest bearing deposit growth was achieved.

Credit metrics were clean.

Adjusted EPS and adjusted tangible book value growth showed continued momentum.

Total Revenue
$131M
Previous year: $150M
-12.8%
EPS
$0.74
Previous year: $1.12
-33.9%
Net Interest Margin
3.04%
Previous year: 3.19%
-4.7%
Efficiency Ratio
68.9%
Cash and Equivalents
$1.74B
Previous year: $1.9B
-8.0%
Free Cash Flow
$288M
Previous year: -$174M
-265.1%
Total Assets
$12.7B
Previous year: $11.9B
+6.2%

FB Financial

FB Financial

FB Financial Revenue by Segment

Forward Guidance

The company's banking segment is well-positioned for a rising rate environment, while the mortgage business will continue to face headwinds.

Positive Outlook

  • Strong loan and deposit growth in the first quarter.
  • Continued momentum in the core banking business.
  • Asset sensitive balance sheet is well situated for a rising rate environment.
  • Banking segment is positioned for significant benefits as rates increase.
  • Markets continue to deliver new opportunities, specifically in construction and commercial real estate.

Challenges Ahead

  • Mortgage business will continue to face headwinds.
  • Increasing interest rate environment.
  • Housing inventory shortage.
  • Compressed margins in the mortgage segment.
  • Inflation and monetary policy actions bring caution regarding our consumer portfolios.