NYSE$CFR

Cullen/Frost Bankers Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Cullen/Frost reported second quarter results with net income available to common shareholders at $143.8 million and earnings per diluted share at $2.21.

Cullen/Frost Bankers, Inc. reported second quarter 2024 results with net income available to common shareholders of $143.8 million, or $2.21 per diluted common share. Net interest income on a taxable-equivalent basis was $417.6 million, up 2.2 percent compared to the same quarter in 2023.

  • Net income available to common shareholders for the second quarter of 2024 was $143.8 million.
  • Earnings per diluted common share for the second quarter of 2024 were $2.21.
  • Net interest income on a taxable-equivalent basis was $417.6 million, a 2.2 percent increase compared to the prior year period.
  • Average loans for the second quarter of 2024 increased $2.0 billion, or 11.3 percent, to $19.7 billion.

Headline financials

Total Revenue

$508M

Previous: $489M+3.9%
EPS

$2.21

Previous: $2.47-10.5%
ROAA

1.2%

No prior period
ROACE

17.1%

No prior period
CET1 Ratio

13.3%

Previous: 13.4%-0.5%
Tier 1 Capital Ratio

13.8%

Previous: 13.9%-0.7%
Total Capital Ratio

15.3%

Previous: 15.4%-0.8%
Tier 1 Leverage Ratio

8.6%

Previous: 8.1%+6.3%
NALs to Total Loans

0.4%

No prior period
Capital Expenditures

-$64.8M

Previous: -$85.2M+23.9%
Free Cash Flow

$80.7M

Previous: $77M+4.9%
Net Income

$145M

Previous: $162M-10.3%
Operating Income

$226M

Previous: $259M-12.5%
Gross Profit

$492M

Previous: $479M+2.8%
Cash & Equivalents

$7.06B

Previous: $7.01B+0.7%
Total Assets

$48.8B

Previous: $48.6B+0.5%
Stock-Based Comp

$4.52M

Previous: $4.79M-5.6%

Revenue & EPS history

Cullen/Frost Bankers · Revenue · Quarterly

$508M

Q2 2024+3.9%vs Q2 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Cullen/Frost Bankers · $78.2M total across 4 segments · Q4 2022

  • Trust & Investment Mgmt
    $39.7M+3.3%
  • Deposit Service Charges
    $22.3M+0.4%
  • Insurance Commissions
    $11.7M-0.3%
  • Interchange Fees
    $4.48M+5.7%

Forward guidance

The company's performance reflects execution on its organic growth strategy, with solid loan growth and continued investments aimed at extending its value proposition to more consumers and businesses throughout the state.

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 Q2 2024

Historical avgQ2 2024

+0.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.2%

Avg return

30 days after

62%

42 / 68 earnings

Positive

+10.7%

Q4 2015

Best reaction

-8.4%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%-1.6%-5.1%
Q4 2025-0.3%-0.1%+8.6%
Q3 2025+1.8%+1.6%+1.9%
Q1 2025+3.3%+5.1%+9.0%
Q4 2024+1.2%-0.1%-1.3%
Q3 2024-3.4%-2.2%+7.8%
Q2 2024+5.2%+5.1%-1.8%
Q1 2024-8.4%-10.7%-12.4%
Q4 2023-1.3%+0.4%-1.3%
Q3 2023+7.2%+8.8%+18.3%
Q2 2023-8.4%-7.2%-18.0%
Q1 2023+6.6%-1.5%+1.7%
Q4 2022-6.3%-4.2%-3.3%
Q3 2022+9.4%+10.3%+4.2%
Q2 2022+1.1%+0.5%+1.9%
Q1 2022-1.0%-0.4%-6.1%
Q4 2021+7.5%+8.9%+7.3%
Q3 2021+1.4%+6.7%+2.0%
Q2 2021+0.6%+3.4%+8.9%
Q1 2021+1.8%+5.1%+2.4%
Q4 2020-4.5%-3.0%+8.1%
Q3 2020+5.5%+12.5%+30.8%
Q2 2020-4.6%-5.2%-6.1%
Q1 2020-7.6%-10.0%+2.9%
Q4 2019-3.0%+0.4%-14.7%
Q3 2019-2.3%+2.1%+0.4%
Q2 2019-0.4%-0.8%-14.5%
Q1 2019-2.6%-1.0%-6.0%
Q4 2018-0.8%+0.6%+5.1%
Q3 2018+1.5%+5.9%+7.0%
Q2 2018-1.9%-3.0%-1.0%
Q1 2018+6.0%+5.8%+6.5%
Q4 2017+3.9%+4.2%+4.2%
Q3 2017+1.9%-1.0%-4.6%
Q2 2017-5.1%-5.9%-10.8%
Q1 2017+3.0%+2.3%-0.2%
Q4 2016+3.8%-0.6%+2.6%
Q3 2016-0.1%-0.1%+9.1%
Q2 2016-0.9%-5.1%+3.4%
Q1 2016+1.4%
Q4 2015+10.7%
Q3 2015+7.5%
Q2 2015+1.1%
Q1 2015+3.2%
Q4 2014-1.9%
Q3 2014+1.5%
Q2 2014+0.0%
Q1 2014+0.3%
Q4 2013+1.8%
Q3 2013-0.8%
Q2 2013-1.7%
Q1 2013-2.6%
Q4 2012+0.5%
Q3 2012+1.9%
Q2 2012-1.3%
Q1 2012+0.8%
Q4 2011+0.4%
Q3 2011+5.2%
Q2 2011-2.1%
Q1 2010-2.1%
Q1 2011+2.2%
Q4 2009+0.5%
Q4 2010+0.5%
Q4 2008+0.5%
Q3 2009+0.7%
Q3 2010+0.7%
Q2 2010+3.9%
Q2 2009+3.9%

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