Community Financial System (CBU) Wealth Management Services — Income Loss From Equity Method Investments — Quarterly & Annual

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Other segment segments

Insurance Services

-$463K-550%

Banking And Corporate Services

$0—

Employee Benefit Services

$0—

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$60.24K-6.6%

Other financials

Income statement

Revenue$223.2M+12.0%

Net income$61.3M+19.5%

EPS (diluted)$1.16+19.6%

Balance sheet

Cash & equivalents$258.2M+8.8%

Total debt$598.0M+4.1%

Total equity$2.1B+10.1%

Total assets$17.8B+6.6%

Cash flow

Operating cash flow$51.1M-4.9%

CapEx$9.7M-44.1%

Free cash flow$41.4M+13.7%

Valuation

Market cap$3.44B+22.3%

Enterprise value$3.78B+20.0%

P/E15.1×+0.6×

P/S4×+0.4×

Profitability

Net margin26.6%+1.6pp

FCF margin28.7%+3.3pp

Returns & leverage

Return on equity11.5%+0.6pp

Debt / equity0.3×0.0×

Where this comes from

Reported directly by Community Financial System in its filing.

Tagged under the XBRL concept us-gaap:IncomeLossFromEquityMethodInvestments.

The source filing: Community Financial System’s 10-Q, filed August 7, 2026.

Filed: Aug 7, 2026, 4:16 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0001104659-26-092717

Line item	Three Months Ended / June 30, 2026	Three Months Ended / June 30, 2025	Six Months Ended / June 30, 2026	Six Months Ended / June 30, 2025
Insurance services	13,195	13,388	25,781	27,589
Wealth management services	10,403	8,683	20,735	18,545
Gain (loss) on equity securities	4,710	(1)	4,309	244
Loss from equity method investments	(463)	0	(789)	0
Total noninterest revenues	84,011	74,508	162,585	150,544
Noninterest expenses:
Salaries and employee benefits	82,431	79,021	162,753	155,463
Data processing and communications	19,686	16,699	37,557	32,821

Item 1. Financial Statements (Unaudited)

FAQ

What is Community Financial System's wealth management services — income loss from equity method investments?: Community Financial System (CBU) reported wealth management services — income loss from equity method investments of $0 in Q2 2026.
What does wealth management services — income loss from equity method investments mean?: Represents the segment's proportional share of the earnings or losses from investments in entities where the company exercises significant influence but does not have full control. This metric highlights the performance of strategic partnerships or minority stakes held within the wealth management division.

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