Capitol Federal Financial, Inc. (CFFN) FY2025 10-K Annual Report

Filed: Nov 26, 2025
Financials
Savings Institution, Federally CharteredSEC EDGAR

Capitol Federal Financial, Inc. (CFFN) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 26, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Capitol Federal Financial, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Community banking with focus on one- to four-family residential and commercial real estate loans
  • Increasing emphasis on asset quality with nonaccrual loans rising to $48.1M (0.59% of total loans) from $10.1M (0.13%) prior year
  • Delinquent loans 30-89 days decreased to $12.3M (0.15% of total loans) vs $16.0M (0.20% prior year) indicating improved short-term collections
  • Geographic concentration: 56.3% of one- to four-family loans secured in Kansas, with Kansas also holding 93.1% of delinquent commercial real estate loans
  • Noteworthy: Total non-performing assets increased to $48.3M (0.49% of total assets) from $10.1M (0.11%), driven by commercial real estate loan reclassification

Management Discussion & Analysis

  • Total borrowings $1.95B, ~20% of total assets, below 55% internal limit; $510M amortizing or maturing in next 12 months
  • Liquidity available $2.92B from FHLB collateral and unencumbered securities at September 30, 2025
  • No borrowings from FRB discount window; securities pledged $91.1M; no AFX overnight borrowings outstanding
  • Deposit maturities $2.17B in next 12 months; public unit CDs 2% of deposits, brokered CDs none
  • No direct revenue, profitability, or forward guidance data in this Liquidity and Capital Resources section

Risk Factors

  • Regulatory risk from Gramm-Leach-Bliley Act cybersecurity compliance overseen by Bank's Board with regular updates and annual training
  • Macroeconomic threat from ongoing cyberattacks targeting Bank's websites, systems, and users with phishing and malware attempts
  • Operational risk in reliance on third-party vendors for critical IT and cybersecurity services managed through a third-party risk program
  • Competitive risk of reputational damage or operational disruption from potential material cybersecurity incidents affecting customer trust
  • Financial risk of material adverse impact on results or cash flows from unauthorized access or data breaches despite multilayered defense system

Capitol Federal Financial, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$16M

+6.5% YoY

Net Income

$68M

+79.0% YoY

Net Margin

417.3%

+16890bp YoY

ROE

6.5%

+281bp YoY

Total Assets

$9.8B

+2.6% YoY

EPS (Diluted)

$0.52

+79.3% YoY

Operating Cash Flow

$55M

+76.5% YoY

Source: XBRL data from Capitol Federal Financial, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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