Southwest Bank
Odessa, TX FDIC 16652 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.95% +0.83 1.11%
Return on Equity (%) 18.53% +7.88 10.65%
Net Interest Margin (%) 5.44% -0.48 5.92%
Efficiency Ratio (%) 63.32% +6.43 56.89%
Pre-Provision Profit ($M) $4 -1.00 $5
Cost of Funds (%) 0.84% +0.05 0.79%
Balance Sheet
Total Assets ($M) $698 -23.68 $721
Gross Loans ($M) $485 -0.59 $485
Loan Growth YoY (%) 76.47% +2.77 73.71%
Total Deposits ($M) $618 -23.72 $642
Shareholders Equity ($M) $74 -1.25 $75
Tang. Book Value ($M) $74 -1.25 $75
TBV excl. AOCI ($M)** $79 -0.84 $80
Loan / Deposit Ratio (%) 76.47% +2.77 73.71%
Credit Quality
NPA / Total Assets (%) 2.09% +1.32 0.78%
Allowance / Loans (%) 2.51% -0.04% 2.54%
Net Charge-Off Ratio (%) 2.38% +1.54 0.84%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.63M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▇██▅▆▆▅▁ Net Interest Margin (%) 6.19% 6.27% 6.33% 5.92% 6.02% 6.04% 5.92% 5.44%
███▁▁▂▃▄ Return on Assets (%) 2.79% 2.87% 2.76% 1.11% 1.23% 1.44% 1.64% 1.95%
▁▁▁▃▂▁▃█ Efficiency Ratio (%) 54.9% 54.2% 54.1% 56.9% 55.3% 55.1% 56.7% 63.3%
▄▂█▁▁▁▆▄ Cost of Funds (%) 0.84% 0.81% 0.91% 0.79% 0.79% 0.78% 0.87% 0.84%
▄▂▁▂▂███ NPA / Assets (%) 1.20% 0.76% 0.49% 0.78% 0.76% 2.29% 2.08% 2.09%
▃▂▁▂▂██▇ Net Charge-Off Ratio (%) 1.08% 0.98% 0.37% 0.84% 0.80% 3.04% 2.75% 2.38%
▁▄▆▇▆██▆ Tang. Book Value ($M) $66 $72 $74 $75 $74 $78 $76 $74
▁▁█▁█▆▄▁ Gross Loans ($M) $486 $485 $500 $485 $500 $496 $492 $485
▁▇▄███▇▅ Total Deposits ($M) $588 $636 $613 $642 $647 $642 $633 $618
Portfolio Composition — Q1'26
Loan Mix%
Real Estate58%
C&I / Commercial41%
Deposit Mix%
Nonint.-Bearing Demand55%
Interest-Bearing (core)40%
Brokered / Other6%
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