MYFW · XBRL financial data

First Western Financial financial statements, every quarter

The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

How these numbers work

Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
* marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
0 means a filing states zero; a dash (—) means no filing states that number.
“year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
Shares outstanding come from each filing's cover page, as of the date printed there.
Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

Fiscal quarters (MYFW's year ends in late December)

In millions of dollars	Q4 FY23Dec 31, 2023	Q1 FY24Mar 31, 2024	Q2 FY24Jun 30, 2024	Q3 FY24Sep 30, 2024	Q4 FY24Dec 31, 2024	Q1 FY25Mar 31, 2025	Q2 FY25Jun 30, 2025	Q3 FY25Sep 30, 2025	Q4 FY25Dec 31, 2025	Q1 FY26Mar 31, 2026	Q2 FY26Jun 30, 2026	Q3 FY26Sep 30, 2026
Revenue	14*	23	20	22	24*	25	22	24	26*	28	29	28
Interest expense	22*	22	22	23	21*	20	1	1	1*	1	1	1
Income tax expense (benefit)	(1)*	1	0	1	1*	1	1	1	1*	2	2	1
Net income (loss)	(3)*	3	1	2	3*	4	3	3	3*	6	6	6
Earnings per share, basic USD per share	(0.34)*	0.26	0.11	0.22	0.28*	0.43	0.26	0.33	0.34*	0.64	0.59	0.61
Earnings per share, diluted USD per share	(0.33)*	0.26	0.11	0.22	0.28*	0.43	0.26	0.32	0.34*	0.63	0.57	0.60
Weighted average shares, basic millions of shares	10*	10	10	10	10*	10	10	10	10*	10	10	10
Weighted average shares, diluted millions of shares	10*	10	10	10	10*	10	10	10	10*	10	10	10

Fiscal quarters (MYFW's year ends in late December)

In millions of dollars	Q4 FY23Dec 31, 2023	Q1 FY24Mar 31, 2024	Q2 FY24Jun 30, 2024	Q3 FY24Sep 30, 2024	Q4 FY24Dec 31, 2024	Q1 FY25Mar 31, 2025	Q2 FY25Jun 30, 2025	Q3 FY25Sep 30, 2025	Q4 FY25Dec 31, 2025	Q1 FY26Mar 31, 2026	Q2 FY26Jun 30, 2026	Q3 FY26Sep 30, 2026
Cash and cash equivalents	254	258	246	276	236	272	232	356	200	264	175	166
Property and equipment, net	25	25	25	24	24	25	24	25	26	26	26	25
Right-of-use asset	9	19	19	19	19	18	20	19	20	20	18	18
Goodwill	30	30	30	30	30	30	30	30	30	30	30	30
Total assets	2,975	2,932	2,938	2,912	2,919	2,906	3,027	3,240	3,155	3,241	3,238	3,421
Total deposits	2,529	2,532	2,411	2,503	2,514	2,515	2,529	2,849	2,747	2,842	2,846	2,916
Total liabilities	2,733	2,687	2,691	2,663	2,667	2,650	2,768	2,979	2,889	2,967	2,957	3,133
Retained earnings	51	54	55	57	60	64	66	69	73	79	85	91
Total stockholders' equity	243	246	247	249	252	257	259	261	266	273	281	288
Total liabilities and equity	2,975	2,932	2,938	2,912	2,919	2,906	3,027	3,240	3,155	3,241	3,238	3,421
Common shares outstanding (cover page) millions of shares	10	10	10	10	10	10	10	10	10	10	10	10

Fiscal quarters (MYFW's year ends in late December)

In millions of dollars	Q4 FY23Dec 31, 2023	Q1 FY24Mar 31, 2024	Q2 FY24Jun 30, 2024	Q3 FY24Sep 30, 2024	Q4 FY24Dec 31, 2024	Q1 FY25Mar 31, 2025	Q2 FY25Jun 30, 2025	Q3 FY25Sep 30, 2025	Q4 FY25Dec 31, 2025	Q1 FY26Mar 31, 2026	Q2 FY26Jun 30, 2026	Q3 FY26Sep 30, 2026
Net income (loss)	(3)*	3	1	2	3*	4	3	3	3*	6	6	6
Stock-based compensation	0*	0	0*	1*	0*	0	1*	1*	1*	1	1*	1*
Depreciation and amortization	1*	1	1*	1*	1*	1	1*	1*	1*	1	1*	1*
Net cash from operating activities	12*	(2)	(11)*	18*	(4)*	8	(9)*	10*	(11)*	15	12*	8*
Purchases of property and equipment	0*	0	0*	0*	0*	1	1*	1*	1*	1	1*	0*
Net cash from investing activities	(4)*	59	(1)*	50*	(42)*	33	(147)*	(95)*	(54)*	(33)	(92)*	(192)*
Share repurchases	0*	0	0*	0*	0*	0	0*	0*	0*	0	0*	0*
Net cash from financing activities	(25)*	(54)	1*	(37)*	6*	(5)	117*	207*	(90)*	82	(10)*	175*
Net change in cash	year only	—	—	—	year only	—	—	—	—	—	—	—

SIC 6022 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen

SIC 6022 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
Runway shows only for companies burning cash with under $10B of public float.
* marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
A cell reading “not reported” means the filings give no figure for that quarter alone.

Company	Cash ($M)	Revenue, quarter ($M)	Operating cash flow, quarter ($M)	Shares outstanding	Runway	Quarter
First Western Financial	11	28	8.4*	9.8M	—	Q3 FY26 10-QSep 30, 2026
Investar Holding	32	not reported	6.4*	13.8M	—	Q2 FY26 10-QJun 30, 2026
Bank7	221	not reported	7.5*	9.5M	—	Q2 FY26 10-QJun 30, 2026
Virginia National Bankshares	36	not reported	3.5*	5.4M	—	Q2 FY26 10-QJun 30, 2026
First Community	162	not reported	(2.2)*	9.4M	74.8 quarters	Q2 FY26 10-QJun 30, 2026
First United	75	not reported	4.8*	6.5M	—	Q3 FY26 10-QSep 30, 2026
National Bankshares	55	not reported	3.5*	6.4M	—	Q2 FY26 10-QJun 30, 2026
USCB Financial Holdings	118	not reported	25*	18.5M	—	Q2 FY26 10-QJun 30, 2026
Digital Asset Acquisition	0.5	not reported	(0.2)*	not reported	2.9 quarters	Q2 FY26 10-QJun 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.