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Medallion Financial MFIN Business Segments

Q1 '26Q4 '25Q3 '25Q2 '25Q1 '25
Profit Loss by Business
Commercial Lending$454K-90.8%$6.12M+95.3%$281K-56.0%$3.3M+586%$4.91M+37.2%
Consumer Lending$6.43M-19.8%$3.75M-70.9%$9.34M+34.9%$9.95M+48.2%$8.01M+34.9%
Taxi Medallion Lending$269K-45.9%$459K+68.8%$1.89M+84.5%$394K+353%$497K-19.1%
Loans And Leases Receivable Net Reported Amount Covered by Business
Commercial Lending$119.61M+3.1%$123.07M+10.6%$135.12M+22.7%$121.42M+10.2%$116.06M+8.9%
Consumer Lending$1.67B+8.1%$1.62B+4.8%$1.6B+3.1%$1.55B+3.3%$1.55B+13.2%
Taxi Medallion Lending$1.13M-31.8%$1.18M-38.2%$1.51M-53.5%$1.56M-55.1%$1.65M-53.7%
Interest Income Expense Operating by Business
Commercial Lending$3.45M+3.2%$4.58M+49.5%$4.23M+12.4%$3.76M+6.1%$3.34M-8.3%
Consumer Lending$54.03M+7.1%$54.19M+5.7%$53.57M+4.1%$51.1M+7.6%$50.47M+14.9%
Taxi Medallion Lending$59K-26.3%$189K+30.3%$91K-50.5%$72K-62.1%$80K-42.9%
Noninterest Income by Business
Commercial Lending$448K-95.4%$9.64M
Consumer Lending$26K-93.5%$400K
Taxi Medallion Lending$1.12M+32.3%$844K
Interest Income Expense Net by Business
Commercial Lending$2.06M-10.2%$3.22M+62.0%$2.98M+10.3%$2.6M+4.7%$2.29M-10.1%
Consumer Lending$39.74M+3.4%$40.61M+6.0%$40.08M+3.1%$38.25M+4.7%$38.43M+12.1%
Taxi Medallion Lending$29K-57.4%$182K+44.4%$75K-51.3%$34K-79.4%$68K-39.3%
Net Interest Margin by Business
Commercial Lending6.9%-1.3pp0.4%9.1%-0.7pp8.8%-0.4pp8.3%-0.8pp
Consumer Lending9.9%-0.3pp10.1%0.0pp10%-0.2pp10.1%-0.2pp
Interest Expense Net by Business
Commercial Lending$1.39M+32.2%$1.36M+26.5%$1.25M+17.8%$1.16M+9.6%$1.05M-4.1%
Consumer Lending$14.29M+18.7%$13.58M+4.9%$13.49M+7.3%$12.85M+17.3%$12.04M+24.8%
Taxi Medallion Lending$30K+150%$7K-63.2%$16K-46.7%$38K+52.0%$12K-57.1%
Noninterest Expense by Business
Commercial Lending$1.28M
Consumer Lending$11.08M
Taxi Medallion Lending$763K
Income Tax Expense Benefit by Business
Commercial Lending$310K-87.3%$2.67M+83.3%$50K-68.6%$1.34M+1,757%$2.44M+23.6%
Consumer Lending$3.82M-4.0%$1.47M-75.4%$4.03M+43.3%$4.29M+38.7%$3.98M+21.5%
Taxi Medallion Lending$160K-35.2%$185K+49.2%$838K+83.4%$168K+1,100%$247K-26.9%
Total Assets by Business
Commercial Lending$111.56M+1.8%$115.6M+8.8%$125.35M+19.1%$111.96M+6.1%$109.57M+7.1%
Consumer Lending$1.61B+7.5%$1.55B+3.9%$1.55B+2.7%$1.49B+2.9%$1.5B+13.0%
Taxi Medallion Lending$3.84M-44.0%$4.33M-34.1%$5.2M-16.2%$6.01M-20.0%$6.86M-20.4%
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest by Business
Commercial Lending$764K-89.6%$8.79M+91.5%$331K-58.5%$4.64M+738%$7.35M+32.4%
Consumer Lending$10.25M-14.6%$5.22M-72.4%$13.36M+37.3%$14.24M+45.2%$11.99M+30.1%
Taxi Medallion Lending$429K-42.3%$644K+62.6%$2.73M+84.1%$562K+456%$744K-21.8%
Interest Income Expense After Provision For Loan Loss by Business
Commercial Lending$1.6M+294%$1.63M-11.4%$1.56M-36.2%-$314K-116%-$824K-135%
Consumer Lending$21.3M-1.2%$15.61M-24.4%$23.37M+9.3%$22.91M+10.5%$21.56M+24.9%
Taxi Medallion Lending$75K-91.5%$350K-80.5%$1.77M-32.2%$654K-42.6%$883K-16.4%
Net Interest Margin Net Of Allowance Percentage by Business
Commercial Lending7.5%-1.2pp0.5%9.8%-0.4pp9.5%-0.1pp8.7%-0.7pp
Consumer Lending10.4%-0.2pp10.6%0.0pp10.5%-0.2pp10.6%-0.2pp
Debt Longterm And Shortterm Combined Amount by Business
Commercial Lending$90.58M+0.5%$94.03M+6.7%$102.03M+16.5%$89.58M+2.6%$90.12M+7.5%
Consumer Lending$1.3B+6.1%$1.26B+1.9%$1.26B+0.4%$1.2B-0.5%$1.23B+13.5%
Taxi Medallion Lending$3.11M-44.8%$3.52M-35.4%$4.24M-18.0%$4.81M-22.6%$5.64M-20.1%
Labor And Related Expense by Business
Commercial Lending$739K-35.3%$1.14M
Consumer Lending$4.11M+12.7%$3.64M
Taxi Medallion Lending$701K+7.8%$650K
Interest Yield by Business
Commercial Lending11.6%+0.4pp0.5%13.2%-0.3pp12.7%-0.4pp11.2%-1.8pp
Consumer Lending13.4%+0.1pp13.5%+0.1pp13.4%+0.1pp13.3%+0.1pp
Other Costs by Business
Commercial Lending$543K+64.0%$331K
Consumer Lending$2.68M-14.6%$3.14M
Taxi Medallion Lending$34K-81.5%$184K
Provision For Loan Losses Expensed by Business
Commercial Lending$459K-85.3%$1.59M+980%$1.41M+461%$2.91M+509%$3.11M+1,342%
Consumer Lending$18.45M+9.3%$24.99M+41.4%$16.71M-4.5%$15.34M-2.9%$16.87M-0.9%
Taxi Medallion Lending-$46K+94.4%-$168K+89.9%-$1.69M+31.0%-$620K+36.4%-$815K+13.7%
Delinquency Status by Business
Commercial Lending8.6%-9.1pp14%+6.6pp16.8%+9.3pp17.6%+9.8pp
Consumer Lending0.6%+0.1pp0.3%+0.1pp0.6%+0.1pp0.5%+0.1pp0.5%0.0pp
Loan Servicing Fees Credit And Collection Costs by Business
Commercial Lending$0
Consumer Lending$4.29M+34.8%$3.18M
Taxi Medallion Lending$28K-81.2%$149K
Financing Receivable Nonaccrual Percent Past Due1 by Product
Construction10%-3.0pp10%-2.0pp16%+2.0pp18%+4.0pp13%-1.0pp
Manufacturing62%+4.0pp63%+6.0pp56%+1.0pp57%+2.0pp58%+5.0pp
Other Product Lines10%0.0pp10%0.0pp10%0.0pp10%0.0pp10%0.0pp
Roofing27%-8.0pp28%-8.0pp29%-9.0pp30%-10.0pp35%-5.0pp
Swimming Pools35%+6.0pp32%+5.0pp31%+7.0pp30%+9.0pp29%+9.0pp
Wholesale Trade11%-1.0pp11%-1.0pp10%-1.0pp11%0.0pp12%0.0pp
Windows11%-2.0pp11%-2.0pp11%-2.0pp11%-2.0pp13%0.0pp
Concentration Risk % by Product
Boats21%+2.0pp2%0.0pp19%0.0pp
Cars13%+2.0pp1%-1.7pp0%-2.8pp1%-1.8pp11%+8.3pp
Other Product Lines10%0.0pp10%0.0pp
Recreational Vehicles54%-1.0pp55%+1.0pp
Trailers11%
Financing Receivable Nonaccrual Percent Past Due1 by Geography
FL10%0.0pp10%0.0pp13%+3.0pp10%0.0pp10%0.0pp
Other States10%0.0pp10%0.0pp10%0.0pp10%0.0pp10%0.0pp
TX17%+1.0pp17%+1.0pp16%0.0pp16%0.0pp16%0.0pp

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Questions, answered.

How does Medallion Financial break its business down?
Medallion Financial (MFIN) reports profit loss by business across 3 parts — Commercial Lending, Consumer Lending and Taxi Medallion Lending. Each is extracted from the segment footnotes and tracked over time.
Where does Medallion Financial's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Medallion Financial's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.