- Adjusted diluted EPS was $3.56, up 9% year-over-year and 60% higher than the same quarter three years ago.
- Adjusted operating margin improved to 50.9%, up 130 basis points from the prior year.
- Annualized compensation expense declined 4% year-to-date, supporting margin expansion efforts.
- MIS revenue was flat year-over-year, just shy of $1 billion for the second consecutive quarter, with adjusted operating margin expanding 100 basis points to 64.2%.
- Moody's Analytics revenue grew 11% with recurring revenue up 12%, and adjusted operating margin expanded 360 basis points to 32.1%.
- Moody's reported second quarter 2025 revenue of $1.9 billion, a 4% year-over-year increase despite a challenging issuance environment in April.
- Private credit-related revenue in MIS grew 75% year-over-year, contributing to flat revenue growth despite a 12% decline in issuance volume.
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- Average loan yields increased to 5.93%, driven by higher-yielding loan categories and a 7.29% average rate on new loan production.
- Banc of California reported net income of $18.4 million or $0.12 per share and adjusted net income of $48.4 million or $0.31 per share for Q2 2025.
- Credit quality improved with declines in nonperforming loans, classified loans, and special mention loans as a percentage of total loans by 19, 46, and 115 basis points respectively.
- Net charge-offs excluding loan sale impacts were 12 basis points of loans.
- Net interest income increased 3.4% quarter-over-quarter to $240 million, with net interest margin expanding to 3.10%.
- Noninterest expense was $185.9 million, slightly up from Q1 but below the target range of $190 million to $195 million per quarter.
- Noninterest income was $32.6 million, down 3% from the prior quarter due to mark-to-market fluctuations on CRA-related equity investments and credit-linked notes.
- Pretax pre-provision income grew 6% quarter-over-quarter driven by solid revenue growth outpacing a slight increase in expenses.
- Tangible book value per share grew for the fifth consecutive quarter to $16.46.
- Total annualized loan growth was 9%, supported by broad-based commercial loan production and loan originations of $1.2 billion, the highest since the merger.
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