Helm Bank USA quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $1.2B | $1.0B | $635M | $107M | $3M | 1.11% | 11.94% | 4.16% | 1.42% |
| Q4 2025 | $1.1B | $1.0B | $632M | $106M | $3M | 0.97% | 10.65% | 4.07% | 1.62% |
| Q3 2025 | $1.1B | $1.0B | $637M | $107M | $3M | 0.98% | 10.76% | 4.02% | 1.65% |
| Q2 2025 | $1.1B | $978M | $613M | $100M | $3M | 0.94% | 10.44% | 4.05% | 1.53% |
| Q1 2025 | $1.1B | $958M | $596M | $96M | $2M | 0.86% | 9.67% | 4.06% | 1.45% |
| Q4 2024 | $1.0B | $909M | $592M | $89M | $2M | 0.72% | 8.53% | 4.01% | 1.57% |
| Q3 2024 | $1.0B | $908M | $589M | $97M | $1M | 0.76% | 9.11% | 4.03% | 1.01% |
| Q2 2024 | $1.0B | $930M | $564M | $84M | $2M | 0.90% | 11.29% | 4.05% | 0.95% |
| Q1 2024 | $1.0B | $952M | $547M | $83M | $2M | 0.95% | 11.90% | 4.06% | 1.00% |
| Q4 2023 | $1.1B | $962M | $528M | $84M | $2M | 1.05% | 15.59% | 4.04% | 1.28% |
| Q3 2023 | $1.0B | $956M | $505M | $62M | $3M | 1.11% | 17.26% | 4.03% | 1.28% |
| Q2 2023 | $1.1B | $988M | $489M | $74M | $3M | 1.13% | 17.20% | 3.96% | 1.22% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.