NASDAQ$EWBC

East West Bancorp Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a net income of $322.4 million and diluted earnings per share of $2.27, marking a 37% year-over-year increase.

East West Bancorp reported a strong first quarter in 2023, characterized by industry-leading profitability and robust capital ratios. Despite banking industry and market disruption in mid-March, the company achieved a net income of $322.4 million, or $2.27 per diluted share, up 37% year-over-year. The company's returns on average assets and tangible common equity were 2.0% and 22.9%, respectively, and net interest margin was 3.96%.

  • Net income for the first quarter of 2023 was $322.4 million, or $2.27 per diluted share, up from $237.7 million, or $1.66 per diluted share in the prior year period.
  • Total loans reached a record $48.9 billion as of March 31, 2023.
  • The company earned industry-leading returns of 2.0% on average assets and 22.9% on average tangible common equity.
  • The total capital ratio increased to 14.5%.

Headline financials

Total Revenue

$660M

Previous: $495M+33.2%
EPS (adj)

$2.32

Previous: $1.66+39.8%
Return on average assets

2.0%

Previous: 1.6%+28.8%
Return on average TCE

22.9%

No prior period
Net interest margin

4.0%

Previous: 2.9%+38.0%
Free Cash Flow

$322M

Previous: $238M+35.7%
Net Income

$322M

Previous: $238M+35.7%
Operating Income

$390M

Previous: $455M-14.4%
Gross Profit

$640M

Previous: $487M+31.3%
Cash & Equivalents

$5.93B

Previous: $3.85B+54.2%
Total Assets

$67.2B

Previous: $62.2B+8.0%
Stock-Based Comp

$11.1M

Previous: $8.43M+31.3%

Revenue & EPS history

East West Bancorp · Revenue · Quarterly

$660M

Q1 2023+33.2%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

East West Bancorp is steadfast in its positive outlook for the company's performance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.0%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+3.0%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+12.6%

Q1 2020

Best reaction

-7.8%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%+2.3%+0.8%
Q4 2025-3.4%+3.4%+1.8%
Q3 2025+3.6%+4.0%+5.7%
Q2 2025-2.0%-1.8%+5.9%
Q1 2025+6.6%+8.9%+14.0%
Q4 2024-0.6%-0.2%-9.3%
Q3 2024+7.4%+6.8%+19.9%
Q2 2024+3.0%+7.4%-1.3%
Q1 2024+3.7%+2.0%-1.1%
Q4 2023+3.9%+1.9%-1.1%
Q3 2023+0.0%+1.8%+21.2%
Q2 2023-4.5%-5.1%-11.1%
Q1 2023-1.6%-8.0%-12.9%
Q4 2022+10.2%+14.0%+11.5%
Q3 2022-6.0%-3.6%-5.3%
Q2 2022-1.8%-2.5%+7.3%
Q1 2022-3.6%-11.6%-14.5%
Q4 2021+0.5%+3.9%+5.9%
Q3 2021-1.3%-3.3%-5.4%
Q2 2021+4.0%+1.3%+1.6%
Q1 2021+2.8%+4.5%+3.4%
Q4 2020+1.7%+7.4%+22.5%
Q3 2020+0.1%-5.8%+13.2%
Q2 2020+0.7%-1.8%+1.9%
Q1 2020+12.6%+25.3%+24.8%
Q4 2019+3.8%+1.7%-2.8%
Q3 2019-5.3%-1.0%+3.0%
Q2 2019+4.6%+5.8%-11.0%
Q1 2019-3.5%-1.6%-9.2%
Q4 2018+4.2%+3.6%+10.1%
Q3 2018-3.5%-5.7%-5.0%
Q2 2018-0.9%-1.3%-3.4%
Q1 2018+6.7%+8.5%+14.8%
Q4 2017+0.1%-2.9%-3.1%
Q3 2017+6.8%+5.8%+0.8%
Q2 2017-0.5%+2.7%-4.9%
Q1 2017+6.7%+11.7%+8.6%
Q4 2016+7.2%+3.0%+6.6%
Q3 2016+3.3%+4.2%+21.2%
Q2 2016-4.1%-3.7%-4.4%
Q1 2016+5.1%
Q4 2015-5.8%
Q3 2015-1.4%
Q2 2015-1.9%
Q1 2015+0.6%
Q4 2014+6.0%
Q3 2014+5.7%
Q2 2014-3.3%
Q1 2014+3.3%
Q4 2013+2.5%
Q3 2013+1.5%
Q2 2013+6.4%
Q1 2013-7.8%
Q4 2009+0.0%
Q4 2011+0.0%
Q4 2012-0.3%
Q3 2012-5.3%
Q2 2012-0.2%
Q1 2012-0.1%
Q3 2010-3.6%
Q3 2011-3.6%
Q4 2010-2.1%
Q2 2011-2.1%
Q1 2010+2.2%
Q1 2011+2.2%
Q2 2010+2.2%

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