NYSE$BBT

Beacon Financial Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Berkshire Hills Bancorp reported increased earnings per share and revenue due to higher consumer activity and disciplined expense control.

Berkshire Hills Bancorp reported a solid quarter with improved earnings, increased business activity, and a stable margin. The company's efficiency improved, and the return on tangible common equity advanced. Credit performance also improved as customers returned to more normalized operations.

  • Earnings per share (EPS) of $0.43 compared to a loss in the second quarter last year and represented a 65% increase over the previous quarter.
  • Total net revenue increased by 3% year over year to $97 million from $95 million due to higher non-interest income resulting from increased customer activity.
  • There was no provision required for expected credit losses on loans in the second quarter, down from $30 million in the second quarter of 2020.
  • During the second quarter, Berkshire announced a board authorization for the repurchase of 2.5 million shares and repurchased 745 thousand shares.

Headline financials

Total Revenue

$97.4M

Previous: $95M+2.6%
EPS (adj)

$0.44

Previous: -$0.13+438.5%
Efficiency ratio

67.8%

No prior period
Return on average tangible stockholders' equity (annualized)

7.9%

No prior period
Capital Expenditures

-$1.61M

Previous: -$4.49M+64.3%
Free Cash Flow

$20M

Previous: -$554M+103.6%
Net Income

$21.6M

Previous: -$549M+103.9%
Operating Income

$72.2M

Previous: -$533M+113.5%
Gross Profit

$97.4M

Previous: $65.1M+49.7%
Cash & Equivalents

$1.83B

Previous: $1.04B+74.9%
Total Assets

$12.3B

Previous: $13.1B-6.0%
Stock-Based Comp

$1.61M

Previous: $1.36M+18.4%

Revenue & EPS history

Berkshire Hills Bancorp · Revenue · Quarterly

$97.4M

Q2 2021+2.6%vs Q2 2020
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Berkshire Hills Bancorp · $2M total across 1 segment · Q2 2021

  • Deposit fees
    $2M

Forward guidance

Berkshire Hills Bancorp will conduct a conference call/webcast at 10:00 a.m. Eastern Time on Wednesday, July 21, 2021 to discuss results for the quarter and provide guidance about expected future results.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.0%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+1.9%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+11.1%

Q3 2020

Best reaction

-19.5%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.3%-4.3%
Q4 2025+2.6%+4.3%+5.5%
Q3 2025-0.4%-1.3%+2.9%
Q2 2025-1.5%-1.0%+0.6%
Q1 2025+3.2%+3.4%+2.2%
Q4 2024+2.0%+4.7%-0.3%
Q3 2024-1.9%-0.1%+13.6%
Q2 2024+1.4%+2.7%-1.5%
Q1 2024+5.7%+8.4%+14.3%
Q4 2023+0.7%+2.6%-9.7%
Q3 2023-5.2%-6.4%+7.4%
Q2 2023-8.8%-7.5%-8.2%
Q1 2023-6.0%-11.9%-12.2%
Q4 2022+7.6%+10.5%+4.5%
Q3 2022-1.2%+1.3%+5.7%
Q2 2022+6.6%+4.6%+15.2%
Q1 2022-6.0%-8.9%-12.4%
Q4 2021-0.5%+0.1%+4.7%
Q3 2021+3.4%+1.1%+3.0%
Q2 2021+0.3%+2.0%-4.6%
Q1 2021+3.9%+2.3%+23.7%
Q4 2020-6.5%-13.9%+9.7%
Q3 2020+11.1%+8.9%+47.3%
Q2 2020-7.8%-9.5%-11.6%
Q1 2020-19.5%-26.8%-26.5%
Q4 2019-3.4%-8.1%-14.3%
Q3 2019+2.6%+4.4%+5.2%
Q2 2019+5.2%+6.3%-2.7%
Q1 2019+0.3%+1.8%+0.5%
Q4 2018-5.1%-2.8%+9.9%
Q3 2018-6.6%-11.9%-11.4%
Q2 2018+0.7%+3.1%+2.5%
Q1 2018-0.1%-0.5%+2.6%
Q4 2017-1.2%-1.8%-1.7%
Q3 2017+1.7%+0.4%-5.6%
Q2 2017+1.5%+0.3%-7.1%
Q1 2017+6.2%+7.3%+5.4%
Q4 2016-1.9%-0.6%+0.7%
Q3 2016+3.9%+3.9%+19.7%
Q2 2016-5.3%-6.6%-2.3%
Q1 2016-1.9%
Q4 2015+0.8%
Q3 2015+2.7%
Q2 2015+0.7%
Q1 2015+0.9%
Q4 2014-0.5%
Q3 2014+4.9%
Q2 2014+5.2%
Q1 2014-2.7%
Q4 2013-2.4%
Q3 2013+1.9%
Q2 2013-2.1%
Q1 2013+0.8%
Q4 2012-0.4%
Q3 2012+0.9%
Q4 2011+0.2%
Q2 2012+0.2%
Q1 2011-1.6%
Q1 2012+1.9%
Q4 2010+2.3%
Q3 2011-2.8%
Q2 2011+1.3%
Q2 2010+1.3%
Q3 2010+1.5%
Q1 2010+6.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro