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Community Financial System CBU Wealth Management Services — Segment Reporting Other Item Amount

Other segment segments

Banking And Corporate Services
$6.7M-8.5%
Employee Benefit Services
$918K-19.5%
Insurance Services
$268K+24.7%

Similar metrics at other companies

Renasant logo
RNSTWealth Management — Segment Reporting, Other Segment Item, Amount
$2.11M+34.5%
Trustmark logo
TRMKWealth Management — Segment Reporting Other Item Amount
$537K+26.4%
WSFS Financial logo
WSFSWealth Management — Other segment items
$2.84M-2.9%
Morningstar logo
MORNMorningstar Wealth Segment — Segment Reporting, Other Segment Item, Amount
$15.4M+17.6%
F.N.B. Corporation logo
FNBWealth Management — Other
$3M-25.0%
Equitable Holdings logo
EQHWealth Management — Other segment items
$28M+3.7%

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$3.39B+2.6%

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:SegmentReportingOtherItemAmount.

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 — segment reporting other item amount?
Community Financial System (CBU) reported wealth management services — segment reporting other item amount of $64K in Q1 2026.
What does wealth management services — segment reporting other item amount mean?
Represents miscellaneous operating expenses or income adjustments specific to the wealth management segment that do not fall into standard categories like labor or occupancy. This metric captures residual costs or gains necessary to reconcile segment performance. Monitoring this helps identify non-recurring operational impacts or unique segment-specific overheads.