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Community Financial System CBU Wealth Management Services — Revenues Net Of Interest Expense

Other segment segments

Banking And Corporate Services
$156.33M+12.5%
Employee Benefit Services
$36.31M+6.4%
Insurance Services
$12.59M-11.8%

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Other financials

Income statement

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Revenue$213.3M+8.7%
Net income$57.2M+15.3%
EPS (diluted)$1.08+16.1%

Balance sheet

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Cash & equivalents$572.2M+10.5%
Total debt$437.7M-25.3%
Total equity$2.0B+10.4%
Total assets$17.7B+5.8%

Cash flow

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Operating cash flow$71.6M+14.5%
CapEx$11.3M+6.7%
Free cash flow$60.3M+16.1%

Valuation

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Market cap$3.28B+2.6%
Enterprise value$3.14B-4.1%
P/E15×-1.7×
P/S3.9×-0.3×

Profitability

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Net margin26.1%+1.1pp
FCF margin28.9%+3.3pp

Returns & leverage

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Return on equity11.3%+0.3pp
Debt / equity0.2×-0.1×

Where this comes from

Reported directly by Community Financial System in its filing.

Tagged under the XBRL concept us-gaap:RevenuesNetOfInterestExpense.

The official record: Community Financial System’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Community Financial System's wealth management services — revenues net of interest expense?
Community Financial System (CBU) reported wealth management services — revenues net of interest expense of $11.06M in Q1 2026.
How has Community Financial System's wealth management services — revenues net of interest expense changed year-over-year?
Community Financial System's wealth management services — revenues net of interest expense increased by 5.5% year-over-year, from $10.49M to $11.06M.
What is the long-term trend for Community Financial System's wealth management services — revenues net of interest expense?
Over 3 years (2022 to 2025), Community Financial System's wealth management services — revenues net of interest expense has grown at a 6.1% compound annual growth rate (CAGR), from $33.02M to $39.43M.
What does wealth management services — revenues net of interest expense mean?
Reflects the total top-line revenue generated by the wealth management segment after accounting for any associated interest expenses. It serves as the primary measure of the segment's scale and its contribution to the overall financial holding company's top-line performance.