Burke & Herbert Financial Services (BHRB) Financials

$55.59 -0.61 (-1.09%)

As of 05/22/2025 04:00 PM Eastern

Annual Income Statements for Burke & Herbert Financial Services

This table shows Burke & Herbert Financial Services' income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022	2021
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021
Net Income / (Loss) Attributable to Common Shareholders	35	23	44	36
Consolidated Net Income / (Loss)	36	23	44	36
Net Income / (Loss) Continuing Operations	36	23	44	36
Total Pre-Tax Income	40	25	52	40
Total Operating Income	63	23	44	42
Total Gross Profit	261	109	120	116
Total Revenue	265	149	120	118
Operating Revenue	259	145	118	114
Other Revenue	6.12	3.20	2.72	3.44
Total Cost of Revenue	3.75	39	0.00	1.74
Other Cost of Revenue	3.75	-	0.00	-1.00
Total Operating Expenses	198	86	76	74
Other Operating Expenses / (Income)	198	86	76	74
Total Other Income / (Expense), net	-23	2.22	7.84	-1.27
Interest Expense	0.11	0.09	0.06	1.47
Interest & Investment Income	4.68	2.30	0.44	0.21
Other Income / (Expense), net	-28	0.00	7.47	-
Income Tax Expense	4.19	2.37	8.29	4.28
Preferred Stock Dividends Declared	0.68	0.00	0.00	-
Basic Earnings per Share	$2.83	$3.05	$5.93	$4.87
Weighted Average Basic Shares Outstanding	14.98M	7.44M	-	-
Diluted Earnings per Share	$2.82	$3.02	$5.89	$4.87
Weighted Average Diluted Shares Outstanding	14.98M	7.44M	-	-
Weighted Average Basic & Diluted Shares Outstanding	14.98M	7.44M	-	-
Cash Dividends to Common per Share	$2.14	$2.12	$2.12	$2.00

This table shows Burke & Herbert Financial Services' income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Income / (Loss) Attributable to Common Shareholders	27	20	27	-17	5.21	5.08	4.06	6.03	7.52	-	11
Consolidated Net Income / (Loss)	27	20	28	-17	5.21	5.08	4.06	6.03	7.52	-	11
Net Income / (Loss) Continuing Operations	27	20	28	-17	5.21	5.08	4.06	6.03	7.52	-	11
Total Pre-Tax Income	33	20	33	-19	5.89	5.58	4.52	6.86	8.11	-	13
Total Operating Income	36	18	34	2.01	9.18	0.93	3.99	6.19	12	-	15
Total Gross Profit	85	79	85	66	30	23	26	28	32	-	35
Total Revenue	85	27	124	70	43	45	38	27	38	-	33
Operating Revenue	84	25	123	69	42	44	37	26	38	-	33
Other Revenue	1.41	2.28	1.48	1.67	0.68	0.63	0.76	1.12	0.68	-	0.68
Total Cost of Revenue	0.00	-52	40	3.81	12	22	12	-0.10	5.92	-	-1.43
Total Operating Expenses	50	61	51	64	21	22	22	21	20	-	20
Other Operating Expenses / (Income)	50	61	51	64	21	22	22	21	20	-	20
Total Other Income / (Expense), net	-2.70	2.29	-1.24	-21	-3.29	4.86	0.53	0.66	-3.85	-	-1.49
Interest Expense	0.03	-3.63	0.03	0.03	3.68	-4.11	0.03	0.02	4.15	-	1.63
Interest & Investment Income	0.96	1.79	1.59	0.91	0.40	0.44	0.56	0.99	0.31	-	0.14
Other Income / (Expense), net	-3.63	-	-2.80	-22	-	-	0.00	-0.31	-	-	-
Income Tax Expense	5.64	0.47	5.20	-2.15	0.68	0.50	0.46	0.82	0.58	-	2.24
Preferred Stock Dividends Declared	0.23	-	0.23	0.23	-	-	0.00	0.00	-	-	-
Basic Earnings per Share	$1.80	$1.71	$1.83	($1.41)	$0.70	$0.68	$0.55	$0.81	$1.01	-	$1.50
Weighted Average Basic Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	-	-	0.00	-
Diluted Earnings per Share	$1.80	$1.72	$1.82	($1.41)	$0.69	$0.67	$0.55	$0.80	$1.00	-	$1.49
Weighted Average Diluted Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	-	-	0.00	-
Weighted Average Basic & Diluted Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	-	-	0.00	-

This table details how cash moves in and out of Burke & Herbert Financial Services' business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022	2021
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021
Net Change in Cash & Equivalents	91	-5.80	-27	-151
Net Cash From Operating Activities	86	43	61	55
Net Cash From Continuing Operating Activities	86	43	61	55
Net Income / (Loss) Continuing Operations	36	23	44	36
Consolidated Net Income / (Loss)	36	23	44	36
Depreciation Expense	5.87	2.87	3.05	3.21
Amortization Expense	37	15	17	17
Non-Cash Adjustments To Reconcile Net Income	39	0.21	-4.94	-0.52
Changes in Operating Assets and Liabilities, net	-31	1.98	1.67	-0.55
Net Cash From Investing Activities	124	-43	-127	-384
Net Cash From Continuing Investing Activities	124	-43	-127	-384
Purchase of Property, Plant & Equipment	-4.57	-14	-23	-1.08
Acquisitions	53	0.00	0.00	-
Purchase of Investments	-690	-53	-395	-672
Sale of Property, Plant & Equipment	0.00	3.38	8.26	2.56
Sale and/or Maturity of Investments	671	220	432	197
Other Investing Activities, net	95	-199	-150	89
Net Cash From Financing Activities	-119	-5.14	39	178
Net Cash From Continuing Financing Activities	-119	-5.14	39	178
Repayment of Debt	93	-71	68	50
Payment of Dividends	-29	-16	-16	-15
Issuance of Common Equity	3.50	0.21	0.00	0.00
Other Financing Activities, net	-186	82	-13	143
Cash Interest Paid	17	46	4.32	1.43
Cash Income Taxes Paid	1.98	1.57	0.95	1.35

This table details how cash moves in and out of Burke & Herbert Financial Services' business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Change in Cash & Equivalents	14	-156	80	158	9.58	2.63	-39	-36	67	9.18	-
Net Cash From Operating Activities	38	77	21	-19	7.09	10	9.47	12	11	12	-
Net Cash From Continuing Operating Activities	38	77	21	-19	7.09	10	9.47	12	11	12	-
Net Income / (Loss) Continuing Operations	27	20	28	-17	5.21	5.08	4.06	6.03	7.52	13	-
Consolidated Net Income / (Loss)	27	20	28	-17	5.21	5.08	4.06	6.03	7.52	13	-
Depreciation Expense	1.67	1.74	1.82	1.50	0.82	0.82	0.70	0.67	0.68	0.79	-
Amortization Expense	11	12	14	6.64	3.60	3.64	3.68	3.69	3.75	4.01	-
Non-Cash Adjustments To Reconcile Net Income	-11	-10	-18	69	-2.31	-0.66	2.25	-0.28	-1.10	-4.72	-
Changes in Operating Assets and Liabilities, net	9.31	54	-4.87	-79	-0.23	1.30	-1.20	1.82	0.07	-1.03	-
Net Cash From Investing Activities	23	-79	64	210	-71	6.92	-75	56	-31	-42	-
Net Cash From Continuing Investing Activities	23	-79	64	210	-71	6.92	-75	56	-31	-42	-
Purchase of Property, Plant & Equipment	-1.78	-0.29	-1.75	-1.02	-1.50	-7.86	-2.03	-1.70	-2.67	-1.11	-
Acquisitions	0.00	53	-	-	-	-	-	-	-	-	-
Purchase of Investments	-79	-124	-52	-436	-78	-11	-27	-	-15	-25	-
Sale and/or Maturity of Investments	79	90	63	480	39	38	24	107	51	110	-
Other Investing Activities, net	24	-98	55	168	-29	-16	-70	-49	-65	-134	-
Net Cash From Financing Activities	-47	-154	-4.95	-32	73	-14	26	-104	87	39	-
Net Cash From Continuing Financing Activities	-47	-154	-4.95	-32	73	-14	26	-104	87	39	-
Repayment of Debt	-65	-46	32	27	80	80	27	-157	-21	100	-
Payment of Dividends	-8.46	-8.46	-8.15	-8.09	-3.94	-3.94	-3.94	-3.94	-3.94	-3.94	-
Issuance of Common Equity	0.17	0.82	0.69	1.12	0.87	0.07	-	0.04	0.10	-0.10	-
Other Financing Activities, net	27	-101	-29	-52	-4.27	-91	3.32	57	112	-57	-
Cash Interest Paid	36	-2.19	-37	55	0.81	39	-1.49	4.46	3.95	2.28	-
Cash Income Taxes Paid	3.60	1.20	-	0.15	0.63	1.13	0.17	0.28	0.00	0.40	-

This table presents Burke & Herbert Financial Services' assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022
Period end date	12/31/2024	12/31/2023	12/31/2022
Total Assets	7,812	3,618	3,563
Total Current Assets	36	44	9.12
Cash & Equivalents	36	44	9.12
Plant, Property, & Equipment, net	132	61	53
Total Noncurrent Assets	7,644	3,512	3,501
Noncurrent Note & Lease Receivables	-68	-25	-21
Goodwill	33	0.00	-
Intangible Assets	57	0.00	-
Other Noncurrent Operating Assets	7,622	3,537	3,522
Total Liabilities & Shareholders' Equity	7,812	3,618	3,563
Total Liabilities	7,082	3,303	3,289
Total Current Liabilities	6,515	3,002	2,920
Short-Term Debt	5,135	2,172	1,960
Customer Deposits	1,380	830	961
Total Noncurrent Liabilities	567	301	369
Long-Term Debt	112	0.00	-
Other Noncurrent Operating Liabilities	455	301	369
Commitments & Contingencies	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	730	315	273
Total Preferred & Common Equity	730	315	273
Preferred Stock	10	0.00	0.00
Total Common Equity	720	315	273
Common Stock	409	18	16
Retained Earnings	434	427	424
Accumulated Other Comprehensive Income / (Loss)	-96	-103	-139
Other Equity Adjustments	-28	-	-28

This table presents Burke & Herbert Financial Services' assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023
Period end date	3/31/2025	9/30/2024	6/30/2024	3/31/2024	9/30/2023
Total Assets	7,838	7,865	7,810	3,696	3,585
Total Current Assets	63	45	35	9.15	9.06
Cash & Equivalents	63	45	35	9.15	9.06
Plant, Property, & Equipment, net	132	135	136	62	58
Total Noncurrent Assets	7,643	7,685	7,640	3,626	3,519
Noncurrent Note & Lease Receivables	-68	-68	-68	-25	-26
Goodwill	33	33	33	-	-
Intangible Assets	53	62	66	-	-
Other Noncurrent Operating Assets	7,624	7,659	7,609	3,650	3,545
Total Liabilities & Shareholders' Equity	7,838	7,865	7,810	3,696	3,585
Total Liabilities	7,080	7,127	7,117	3,377	3,314
Total Current Liabilities	6,542	6,601	6,640	2,990	2,986
Short-Term Debt	5,159	5,209	5,243	2,167	2,132
Customer Deposits	1,382	1,392	1,397	823	853
Total Noncurrent Liabilities	538	526	477	387	329
Long-Term Debt	113	110	109	-	-
Other Noncurrent Operating Liabilities	425	416	368	387	329
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	758	738	693	319	271
Total Preferred & Common Equity	758	738	693	319	271
Preferred Stock	10	10	10	0.00	0.00
Total Common Equity	748	728	683	319	271
Common Stock	410	408	407	19	18
Retained Earnings	453	423	403	429	427
Accumulated Other Comprehensive Income / (Loss)	-88	-76	-100	-101	-146
Other Equity Adjustments	-28	-28	-	-28	-28

This table displays calculated financial ratios and metrics derived from Burke & Herbert Financial Services' official financial filings.

Metric	2024	2023	2022	2021
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021
Growth Metrics	-	-	-	-
Revenue Growth	78.08%	23.49%	2.16%	0.00%
EBITDA Growth	91.32%	-43.69%	17.35%	0.00%
EBIT Growth	53.21%	-55.59%	24.50%	0.00%
NOPAT Growth	170.97%	-44.20%	0.32%	0.00%
Net Income Growth	57.36%	-48.44%	21.70%	0.00%
EPS Growth	-6.62%	-48.73%	20.94%	0.00%
Operating Cash Flow Growth	101.84%	-30.38%	11.11%	0.00%
Free Cash Flow Firm Growth	-1,648.83%	91.00%	0.00%	0.00%
Invested Capital Growth	143.34%	9.79%	0.00%	0.00%
Revenue Q/Q Growth	-10.63%	0.00%	0.00%	0.00%
EBITDA Q/Q Growth	-16.42%	126.42%	0.00%	0.00%
EBIT Q/Q Growth	-40.94%	0.00%	0.00%	0.00%
NOPAT Q/Q Growth	13.61%	0.00%	0.00%	0.00%
Net Income Q/Q Growth	70.09%	0.00%	0.00%	0.00%
EPS Q/Q Growth	59.32%	0.00%	0.00%	0.00%
Operating Cash Flow Q/Q Growth	349.40%	-4.99%	0.00%	0.00%
Free Cash Flow Firm Q/Q Growth	3.51%	0.00%	0.00%	0.00%
Invested Capital Q/Q Growth	-1.17%	2.00%	0.00%	0.00%
Profitability Metrics	-	-	-	-
Gross Margin	98.59%	73.64%	100.00%	98.52%
EBITDA Margin	29.39%	27.36%	60.00%	52.23%
Operating Margin	23.87%	15.51%	36.92%	35.39%
EBIT Margin	13.34%	15.51%	43.13%	35.39%
Profit (Net Income) Margin	13.49%	15.26%	36.55%	30.68%
Tax Burden Percent	89.50%	90.55%	84.16%	89.42%
Interest Burden Percent	112.93%	108.68%	100.72%	96.97%
Effective Tax Rate	10.50%	9.45%	15.84%	10.58%
Return on Invested Capital (ROIC)	1.35%	0.90%	3.36%	0.00%
ROIC Less NNEP Spread (ROIC-NNEP)	0.78%	0.98%	4.04%	0.00%
Return on Net Nonoperating Assets (RNNOA)	5.49%	6.82%	28.83%	0.00%
Return on Equity (ROE)	6.83%	7.72%	32.19%	0.00%
Cash Return on Invested Capital (CROIC)	-82.15%	-8.44%	-196.64%	0.00%
Operating Return on Assets (OROA)	0.62%	0.64%	1.46%	0.00%
Return on Assets (ROA)	0.62%	0.63%	1.24%	0.00%
Return on Common Equity (ROCE)	6.77%	7.72%	32.19%	0.00%
Return on Equity Simple (ROE_SIMPLE)	4.89%	7.21%	16.10%	0.00%
Net Operating Profit after Tax (NOPAT)	57	21	37	37
NOPAT Margin	21.37%	14.04%	31.07%	31.64%
Net Nonoperating Expense Percent (NNEP)	0.57%	-0.09%	-0.68%	0.00%
Return On Investment Capital (ROIC_SIMPLE)	0.95%	0.84%	1.68%	-
Cost of Revenue to Revenue	1.41%	26.36%	0.00%	1.48%
SG&A Expenses to Revenue	0.00%	0.00%	0.00%	0.00%
R&D to Revenue	0.00%	0.00%	0.00%	0.00%
Operating Expenses to Revenue	74.71%	58.13%	63.08%	63.13%
Earnings before Interest and Taxes (EBIT)	35	23	52	42
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	78	41	72	62
Valuation Ratios	-	-	-	-
Price to Book Value (P/BV)	1.29	1.42	0.00	0.00
Price to Tangible Book Value (P/TBV)	1.47	1.42	0.00	0.00
Price to Revenue (P/Rev)	3.49	3.00	0.00	0.00
Price to Earnings (P/E)	26.42	19.67	0.00	0.00
Dividend Yield	3.46%	3.53%	0.00%	0.00%
Earnings Yield	3.79%	5.08%	0.00%	0.00%
Enterprise Value to Invested Capital (EV/IC)	1.03	1.05	0.00	0.00
Enterprise Value to Revenue (EV/Rev)	23.22	17.31	0.00	0.00
Enterprise Value to EBITDA (EV/EBITDA)	78.98	63.25	0.00	0.00
Enterprise Value to EBIT (EV/EBIT)	174.01	111.60	0.00	0.00
Enterprise Value to NOPAT (EV/NOPAT)	108.66	123.25	0.00	0.00
Enterprise Value to Operating Cash Flow (EV/OCF)	71.65	60.54	0.00	0.00
Enterprise Value to Free Cash Flow (EV/FCFF)	0.00	0.00	0.00	0.00
Leverage & Solvency	-	-	-	-
Debt to Equity	7.19	6.90	7.17	0.00
Long-Term Debt to Equity	0.15	0.00	0.00	0.00
Financial Leverage	7.02	6.93	7.13	0.00
Leverage Ratio	10.94	12.21	13.03	0.00
Compound Leverage Factor	12.35	13.27	13.12	0.00
Debt to Total Capital	87.78%	87.34%	87.75%	0.00%
Short-Term Debt to Total Capital	85.91%	87.34%	87.75%	0.00%
Long-Term Debt to Total Capital	1.87%	0.00%	0.00%	0.00%
Preferred Equity to Total Capital	0.17%	0.00%	0.00%	0.00%
Noncontrolling Interests to Total Capital	0.00%	0.00%	0.00%	0.00%
Common Equity to Total Capital	12.04%	12.66%	12.25%	0.00%
Debt to EBITDA	67.41	53.38	27.13	0.00
Net Debt to EBITDA	66.96	52.28	27.00	0.00
Long-Term Debt to EBITDA	1.44	0.00	0.00	0.00
Debt to NOPAT	92.74	104.01	52.38	0.00
Net Debt to NOPAT	92.12	101.87	52.13	0.00
Long-Term Debt to NOPAT	1.98	0.00	0.00	0.00
Altman Z-Score	-0.79	-0.67	0.00	0.00
Noncontrolling Interest Sharing Ratio	1.00%	0.00%	0.00%	0.00%
Liquidity Ratios	-	-	-	-
Current Ratio	0.01	0.01	0.00	0.00
Quick Ratio	0.01	0.01	0.00	0.00
Cash Flow Metrics	-	-	-	-
Free Cash Flow to Firm (FCFF)	-3,443	-197	-2,187	0.00
Operating Cash Flow to CapEx	1,878.67%	391.21%	412.13%	0.00%
Free Cash Flow to Firm to Interest Expense	-31,021.59	-2,289.50	-34,708.28	0.00
Operating Cash Flow to Interest Expense	772.96	494.29	969.16	37.36
Operating Cash Flow Less CapEx to Interest Expense	731.82	367.94	734.00	38.36
Efficiency Ratios	-	-	-	-
Asset Turnover	0.05	0.04	0.03	0.00
Accounts Receivable Turnover	0.00	0.00	0.00	0.00
Inventory Turnover	0.00	0.00	0.00	0.00
Fixed Asset Turnover	2.74	2.60	2.26	0.00
Accounts Payable Turnover	0.00	0.00	0.00	0.00
Days Sales Outstanding (DSO)	0.00	0.00	0.00	0.00
Days Inventory Outstanding (DIO)	0.00	0.00	0.00	0.00
Days Payable Outstanding (DPO)	0.00	0.00	0.00	0.00
Cash Conversion Cycle (CCC)	0.00	0.00	0.00	0.00
Capital & Investment Metrics	-	-	-	-
Invested Capital	5,942	2,442	2,224	0.00
Invested Capital Turnover	0.06	0.06	0.11	0.00
Increase / (Decrease) in Invested Capital	3,500	218	2,224	0.00
Enterprise Value (EV)	6,147	2,573	0.00	0.00
Market Capitalization	925	446	0.00	0.00
Book Value per Share	$48.09	$42.37	$0.00	$0.00
Tangible Book Value per Share	$42.07	$42.37	$0.00	$0.00
Total Capital	5,977	2,486	2,233	0.00
Total Debt	5,247	2,172	1,960	0.00
Total Long-Term Debt	112	0.00	0.00	0.00
Net Debt	5,212	2,127	1,951	0.00
Capital Expenditures (CapEx)	4.57	11	15	-1.48
Debt-free, Cash-free Net Working Capital (DFCFNWC)	-1,380	-830	-961	0.00
Debt-free Net Working Capital (DFNWC)	-1,344	-786	-952	0.00
Net Working Capital (NWC)	-6,480	-2,957	-2,911	0.00
Net Nonoperating Expense (NNE)	21	-1.81	-6.60	1.13
Net Nonoperating Obligations (NNO)	5,212	2,127	1,951	0.00
Total Depreciation and Amortization (D&A)	43	18	20	20
Debt-free, Cash-free Net Working Capital to Revenue	-521.14%	-558.42%	-797.88%	0.00%
Debt-free Net Working Capital to Revenue	-507.71%	-528.50%	-790.31%	0.00%
Net Working Capital to Revenue	-2,447.07%	-1,988.96%	-2,417.90%	0.00%
Earnings Adjustments	-	-	-	-
Adjusted Basic Earnings per Share	$2.83	$3.05	$0.00	$0.00
Adjusted Weighted Average Basic Shares Outstanding	14.98M	7.44M	0.00	0.00
Adjusted Diluted Earnings per Share	$2.82	$3.02	$0.00	$0.00
Adjusted Weighted Average Diluted Shares Outstanding	14.98M	7.44M	0.00	0.00
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	14.98M	7.44M	0.00	0.00
Normalized Net Operating Profit after Tax (NOPAT)	57	21	37	37
Normalized NOPAT Margin	21.37%	14.04%	31.07%	31.64%
Pre Tax Income Margin	15.07%	16.85%	43.44%	34.31%
Debt Service Ratios	-	-	-	-
EBIT to Interest Expense	318.28	268.13	824.21	28.35
NOPAT to Interest Expense	509.70	242.78	593.89	25.35
EBIT Less CapEx to Interest Expense	277.14	141.78	589.05	29.36
NOPAT Less CapEx to Interest Expense	468.56	116.43	358.73	26.36
Payout Ratios	-	-	-	-
Dividend Payout Ratio	80.19%	69.39%	35.77%	41.12%
Augmented Payout Ratio	80.19%	69.39%	35.77%	41.12%

This table displays calculated financial ratios and metrics derived from Burke & Herbert Financial Services' official financial filings.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Growth Metrics	-	-	-	-	-	-	-	-	-	-	-
Revenue Growth	227.52%	-39.10%	228.25%	155.99%	11.43%	0.00%	13.59%	0.00%	0.00%	0.00%	0.00%
EBITDA Growth	346.55%	487.17%	468.92%	-215.33%	-17.02%	12.16%	-43.77%	0.00%	0.00%	0.00%	0.00%
EBIT Growth	478.00%	1,835.88%	684.37%	-439.15%	-23.22%	0.00%	-73.19%	0.00%	0.00%	0.00%	0.00%
NOPAT Growth	585.64%	1,977.69%	701.45%	-74.17%	-26.79%	0.00%	-71.10%	0.00%	0.00%	0.00%	0.00%
Net Income Growth	421.89%	289.78%	581.02%	-380.39%	-30.73%	0.00%	-63.58%	0.00%	0.00%	0.00%	0.00%
EPS Growth	160.87%	156.72%	230.91%	-276.25%	-31.00%	0.00%	-63.09%	0.00%	0.00%	0.00%	0.00%
Operating Cash Flow Growth	431.06%	655.66%	123.77%	-262.20%	-35.12%	-18.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Free Cash Flow Firm Growth	-39.92%	-1,505.31%	-50.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Invested Capital Growth	140.87%	143.34%	151.14%	0.00%	0.00%	9.79%	0.00%	0.00%	0.00%	0.00%	0.00%
Revenue Q/Q Growth	210.29%	-77.94%	77.18%	64.90%	-23.74%	18.91%	38.18%	-28.22%	0.00%	0.00%	0.00%
EBITDA Q/Q Growth	40.38%	-33.50%	502.57%	-186.88%	-14.75%	-35.57%	-18.39%	-37.49%	241.21%	-67.70%	0.00%
EBIT Q/Q Growth	77.66%	-42.54%	256.72%	-317.38%	-20.14%	-76.72%	-32.23%	-50.79%	0.00%	-100.00%	0.00%
NOPAT Q/Q Growth	67.71%	-38.77%	1,936.40%	-82.67%	-22.38%	-76.38%	-34.38%	-50.86%	0.00%	-100.00%	0.00%
Net Income Q/Q Growth	37.43%	-28.34%	263.26%	-424.62%	2.64%	25.20%	-32.78%	-19.80%	0.00%	0.00%	0.00%
EPS Q/Q Growth	4.65%	-5.49%	229.08%	-304.35%	2.99%	21.82%	-31.25%	-20.00%	0.00%	0.00%	0.00%
Operating Cash Flow Q/Q Growth	-51.03%	262.77%	209.45%	-373.16%	-30.32%	7.42%	-20.67%	9.26%	-11.94%	0.00%	0.00%
Free Cash Flow Firm Q/Q Growth	0.63%	2.99%	40.25%	-143.31%	-916.56%	90.92%	0.00%	0.00%	0.00%	0.00%	0.00%
Invested Capital Q/Q Growth	0.43%	-1.17%	0.04%	142.57%	0.00%	2.00%	0.00%	0.00%	-100.00%	0.00%	0.00%
Profitability Metrics	-	-	-	-	-	-	-	-	-	-	-
Gross Margin	100.00%	289.05%	68.20%	94.58%	71.22%	51.51%	69.64%	100.35%	84.53%	0.00%	104.30%
EBITDA Margin	52.10%	115.16%	38.20%	-16.81%	31.92%	11.94%	22.04%	37.32%	42.85%	0.00%	44.53%
Operating Margin	41.72%	65.42%	27.36%	2.86%	21.54%	2.06%	10.51%	22.56%	31.26%	0.00%	44.53%
EBIT Margin	37.46%	65.42%	25.12%	-28.40%	21.54%	2.06%	10.51%	21.43%	31.26%	0.00%	44.53%
Profit (Net Income) Margin	31.92%	72.08%	22.19%	-24.08%	12.23%	11.26%	10.70%	21.99%	19.68%	0.00%	33.36%
Tax Burden Percent	82.82%	97.70%	84.16%	88.71%	88.49%	91.04%	89.73%	88.02%	92.80%	0.00%	83.25%
Interest Burden Percent	102.91%	112.76%	104.98%	95.60%	64.18%	601.08%	113.40%	116.54%	67.83%	0.00%	89.98%
Effective Tax Rate	17.18%	2.30%	15.84%	0.00%	11.51%	8.96%	10.27%	11.98%	7.20%	0.00%	16.75%
Return on Invested Capital (ROIC)	2.65%	4.04%	1.62%	0.14%	2.57%	0.12%	0.00%	0.00%	0.00%	0.00%	0.00%
ROIC Less NNEP Spread (ROIC-NNEP)	2.59%	4.10%	1.60%	-0.55%	2.30%	0.33%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Net Nonoperating Assets (RNNOA)	17.71%	28.79%	11.70%	-4.22%	15.54%	2.27%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Equity (ROE)	20.36%	32.82%	13.32%	-4.08%	18.11%	2.39%	0.00%	0.00%	0.00%	0.00%	0.00%
Cash Return on Invested Capital (CROIC)	-80.73%	-82.15%	-84.90%	-199.31%	-197.56%	-8.44%	0.00%	0.00%	0.00%	-98.32%	0.00%
Operating Return on Assets (OROA)	2.10%	3.03%	1.30%	-1.53%	1.95%	0.09%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Assets (ROA)	1.79%	3.34%	1.15%	-1.29%	1.10%	0.47%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Common Equity (ROCE)	20.17%	32.50%	13.18%	-4.01%	18.11%	2.39%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Equity Simple (ROE_SIMPLE)	7.61%	0.00%	2.84%	-0.37%	6.38%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Net Operating Profit after Tax (NOPAT)	29	18	29	1.41	8.12	0.84	3.58	5.45	11	0.00	12
NOPAT Margin	34.55%	63.92%	23.03%	2.00%	19.06%	1.87%	9.43%	19.86%	29.01%	0.00%	37.07%
Net Nonoperating Expense Percent (NNEP)	0.06%	-0.06%	0.03%	0.69%	0.27%	-0.21%	-0.05%	0.00%	0.00%	0.00%	0.00%
Return On Investment Capital (ROIC_SIMPLE)	0.49%	0.29%	-	-	-	0.03%	-	-	-	0.00%	-
Cost of Revenue to Revenue	0.00%	-189.05%	31.80%	5.42%	28.78%	48.49%	30.36%	-0.35%	15.47%	0.00%	-4.30%
SG&A Expenses to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
R&D to Revenue	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Operating Expenses to Revenue	58.28%	223.63%	40.83%	91.71%	49.68%	49.46%	59.13%	77.79%	53.26%	0.00%	59.77%
Earnings before Interest and Taxes (EBIT)	32	18	31	-20	9.18	0.93	3.99	5.88	12	0.00	15
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	44	32	48	-12	14	5.39	8.36	10	16	4.80	15
Valuation Ratios	-	-	-	-	-	-	-	-	-	-	-
Price to Book Value (P/BV)	1.12	1.29	1.25	1.10	1.28	1.42	0.00	0.00	0.00	0.00	0.00
Price to Tangible Book Value (P/TBV)	1.27	1.47	1.44	1.28	1.28	1.42	0.00	0.00	0.00	0.00	0.00
Price to Revenue (P/Rev)	2.59	3.49	3.08	3.58	2.45	3.00	0.00	0.00	0.00	0.00	0.00
Price to Earnings (P/E)	14.80	26.42	44.37	0.00	20.06	19.67	0.00	0.00	0.00	0.00	0.00
Dividend Yield	3.85%	3.46%	3.48%	4.19%	3.86%	3.53%	4.76%	2.61%	0.00%	0.00%	0.00%
Earnings Yield	6.76%	3.79%	2.25%	0.00%	4.99%	5.08%	0.00%	0.00%	0.00%	0.00%	0.00%
Enterprise Value to Invested Capital (EV/IC)	1.02	1.03	1.03	1.01	1.04	1.05	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Revenue (EV/Rev)	18.71	23.22	20.91	28.98	15.38	17.31	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBITDA (EV/EBITDA)	53.97	78.98	66.54	118.86	49.81	63.25	0.00	0.00	0.00	0.00	0.00
Enterprise Value to EBIT (EV/EBIT)	98.19	174.01	103.58	204.32	75.67	111.60	0.00	0.00	0.00	0.00	0.00
Enterprise Value to NOPAT (EV/NOPAT)	74.78	108.66	124.42	291.89	84.81	123.25	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Operating Cash Flow (EV/OCF)	52.09	71.65	324.54	824.60	66.38	60.54	0.00	0.00	0.00	0.00	0.00
Enterprise Value to Free Cash Flow (EV/FCFF)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Leverage & Solvency	-	-	-	-	-	-	-	-	-	-	-
Debt to Equity	6.96	7.19	7.21	7.72	6.79	6.90	7.87	0.00	0.00	7.17	0.00
Long-Term Debt to Equity	0.15	0.15	0.15	0.16	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Financial Leverage	6.84	7.02	7.33	7.67	6.76	6.93	7.84	0.00	0.00	7.13	0.00
Leverage Ratio	10.71	10.94	11.35	11.27	11.58	12.21	13.24	0.00	0.00	13.03	0.00
Compound Leverage Factor	11.02	12.33	11.91	10.77	7.43	73.38	15.01	0.00	0.00	0.00	0.00
Debt to Total Capital	87.43%	87.78%	87.82%	88.53%	87.16%	87.34%	88.73%	0.00%	0.00%	87.75%	0.00%
Short-Term Debt to Total Capital	85.55%	85.91%	85.99%	86.73%	87.16%	87.34%	88.73%	0.00%	0.00%	87.75%	0.00%
Long-Term Debt to Total Capital	1.88%	1.87%	1.82%	1.80%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Preferred Equity to Total Capital	0.17%	0.17%	0.17%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Noncontrolling Interests to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Common Equity to Total Capital	12.40%	12.04%	12.01%	11.29%	12.84%	12.66%	11.27%	0.00%	0.00%	12.25%	0.00%
Debt to EBITDA	46.96	67.41	57.12	104.66	42.05	53.38	118.67	0.00	0.00	27.13	0.00
Net Debt to EBITDA	46.39	66.96	56.64	103.98	41.88	52.28	118.16	0.00	0.00	27.00	0.00
Long-Term Debt to EBITDA	1.01	1.44	1.19	2.13	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Debt to NOPAT	65.06	92.74	106.81	257.03	71.61	104.01	0.00	0.00	0.00	52.38	0.00
Net Debt to NOPAT	64.28	92.12	105.91	255.35	71.30	101.87	0.00	0.00	0.00	52.13	0.00
Long-Term Debt to NOPAT	1.40	1.98	2.22	5.24	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Altman Z-Score	-0.79	-0.80	-0.80	-0.86	-0.68	-0.69	0.00	0.00	0.00	0.00	0.00
Noncontrolling Interest Sharing Ratio	0.97%	1.00%	1.03%	1.50%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Liquidity Ratios	-	-	-	-	-	-	-	-	-	-	-
Current Ratio	0.01	0.01	0.01	0.01	0.00	0.01	0.00	0.00	0.00	0.00	0.00
Quick Ratio	0.01	0.01	0.01	0.01	0.00	0.01	0.00	0.00	0.00	0.00	0.00
Cash Flow Metrics	-	-	-	-	-	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	-3,460	-3,482	-3,590	-6,008	-2,469	-217	-2,390	0.00	0.00	0.00	0.00
Operating Cash Flow to CapEx	2,117.38%	26,150.00%	1,211.03%	-1,898.43%	471.66%	129.52%	467.24%	703.89%	409.06%	1,117.75%	0.00%
Free Cash Flow to Firm to Interest Expense	-128,166.63	0.00	-128,203.06	-214,580.40	-670.48	0.00	-85,371.86	0.00	0.00	0.00	0.00
Operating Cash Flow to Interest Expense	1,394.33	0.00	756.89	-691.57	1.92	0.00	338.25	795.87	2.63	0.00	0.00
Operating Cash Flow Less CapEx to Interest Expense	1,328.48	0.00	694.39	-728.00	1.52	0.00	265.86	682.80	1.99	0.00	0.00
Efficiency Ratios	-	-	-	-	-	-	-	-	-	-	-
Asset Turnover	0.06	0.05	0.05	0.05	0.09	0.04	0.00	0.00	0.00	0.03	0.00
Accounts Receivable Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Inventory Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Fixed Asset Turnover	3.34	2.74	3.08	0.00	0.00	2.60	0.00	0.00	0.00	2.26	0.00
Accounts Payable Turnover	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Sales Outstanding (DSO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Inventory Outstanding (DIO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Days Payable Outstanding (DPO)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Cash Conversion Cycle (CCC)	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Capital & Investment Metrics	-	-	-	-	-	-	-	-	-	-	-
Invested Capital	5,967	5,942	6,012	6,010	2,478	2,442	2,394	0.00	0.00	2,224	0.00
Invested Capital Turnover	0.08	0.06	0.07	0.07	0.13	0.06	0.00	0.00	0.00	0.05	0.00
Increase / (Decrease) in Invested Capital	3,490	3,500	3,618	6,010	2,478	218	2,394	0.00	0.00	0.00	0.00
Enterprise Value (EV)	6,061	6,147	6,196	6,077	2,567	2,573	0.00	0.00	0.00	0.00	0.00
Market Capitalization	841	925	911	750	409	446	0.00	0.00	0.00	0.00	0.00
Book Value per Share	$49.90	$48.09	$48.69	$45.98	$42.92	$42.37	$36.46	$0.00	$0.00	$0.00	$0.00
Tangible Book Value per Share	$44.17	$42.07	$42.37	$39.33	$42.92	$42.37	$36.46	$0.00	$0.00	$0.00	$0.00
Total Capital	6,031	5,977	6,057	6,045	2,487	2,486	2,403	0.00	0.00	2,233	0.00
Total Debt	5,273	5,247	5,319	5,352	2,167	2,172	2,132	0.00	0.00	1,960	0.00
Total Long-Term Debt	113	112	110	109	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net Debt	5,209	5,212	5,274	5,317	2,158	2,127	2,123	0.00	0.00	1,951	0.00
Capital Expenditures (CapEx)	1.78	0.29	1.75	1.02	1.50	7.86	2.03	1.70	2.67	1.11	0.00
Debt-free, Cash-free Net Working Capital (DFCFNWC)	-1,382	-1,380	-1,392	-1,397	-823	-830	-853	0.00	0.00	-961	0.00
Debt-free Net Working Capital (DFNWC)	-1,319	-1,344	-1,347	-1,362	-814	-786	-844	0.00	0.00	-952	0.00
Net Working Capital (NWC)	-6,479	-6,480	-6,556	-6,604	-2,981	-2,957	-2,977	0.00	0.00	-2,911	0.00
Net Nonoperating Expense (NNE)	2.24	-2.24	1.04	18	2.91	-4.23	-0.48	-0.58	3.57	0.00	1.24
Net Nonoperating Obligations (NNO)	5,209	5,212	5,274	5,317	2,158	2,127	2,123	0.00	0.00	1,951	0.00
Total Depreciation and Amortization (D&A)	12	14	16	8.14	4.42	4.46	4.37	4.36	4.43	4.80	0.00
Debt-free, Cash-free Net Working Capital to Revenue	-426.69%	-521.14%	-469.87%	-666.13%	-492.93%	-558.42%	0.00%	0.00%	0.00%	-797.88%	0.00%
Debt-free Net Working Capital to Revenue	-407.16%	-507.71%	-454.71%	-649.40%	-487.44%	-528.50%	0.00%	0.00%	0.00%	-790.31%	0.00%
Net Working Capital to Revenue	-1,999.64%	-2,447.07%	-2,212.75%	-3,149.14%	-1,785.92%	-1,988.96%	0.00%	0.00%	0.00%	-2,417.90%	0.00%
Earnings Adjustments	-	-	-	-	-	-	-	-	-	-	-
Adjusted Basic Earnings per Share	$1.80	$1.71	$1.83	($1.41)	$0.70	$0.68	$0.55	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	0.00	0.00	0.00	0.00
Adjusted Diluted Earnings per Share	$1.80	$1.72	$1.82	($1.41)	$0.69	$0.67	$0.55	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Diluted Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	0.00	0.00	0.00	0.00
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	15.01M	14.98M	14.97M	14.94M	14.85M	7.44M	7.43M	0.00	0.00	0.00	0.00
Normalized Net Operating Profit after Tax (NOPAT)	29	18	29	1.41	8.12	0.84	3.58	5.45	11	0.00	12
Normalized NOPAT Margin	34.55%	63.92%	23.03%	2.00%	19.06%	1.87%	9.43%	19.86%	29.01%	0.00%	37.07%
Pre Tax Income Margin	38.55%	73.77%	26.37%	-27.15%	13.83%	12.37%	11.92%	24.98%	21.21%	0.00%	40.07%
Debt Service Ratios	-	-	-	-	-	-	-	-	-	-	-
EBIT to Interest Expense	1,182.11	0.00	1,116.61	-712.46	2.49	0.00	142.36	392.13	2.88	0.00	9.11
NOPAT to Interest Expense	1,090.29	0.00	1,023.80	50.28	2.20	0.00	127.74	363.36	2.67	0.00	7.59
EBIT Less CapEx to Interest Expense	1,116.26	0.00	1,054.11	-748.89	2.08	0.00	69.96	279.07	2.24	0.00	9.11
NOPAT Less CapEx to Interest Expense	1,024.44	0.00	961.30	13.85	1.80	0.00	55.35	250.29	2.03	0.00	7.59
Payout Ratios	-	-	-	-	-	-	-	-	-	-	-
Dividend Payout Ratio	57.47%	80.19%	114.88%	-773.73%	77.28%	69.39%	0.00%	0.00%	0.00%	35.77%	0.00%
Augmented Payout Ratio	57.47%	80.19%	114.88%	-773.73%	77.28%	69.39%	0.00%	0.00%	0.00%	35.77%	0.00%

Frequently Asked Questions About Burke & Herbert Financial Services' Financials

When does Burke & Herbert Financial Services's fiscal year end?

According to the most recent income statement we have on file, Burke & Herbert Financial Services' financial year ends in December. Their financial year 2024 ended on December 31, 2024.

How has Burke & Herbert Financial Services' net income changed over the last 3 years?

Burke & Herbert Financial Services' net income appears to be on a downward trend, with a most recent value of $35.71 million in 2024, falling from $36.17 million in 2021. The previous period was $22.69 million in 2023.

What is Burke & Herbert Financial Services's operating income?

Burke & Herbert Financial Services's total operating income in 2024 was $63.22 million, based on the following breakdown:

Total Gross Profit: $261.05 million
Total Operating Expenses: $197.83 million

How has Burke & Herbert Financial Services revenue changed over the last 3 years?

Over the last 3 years, Burke & Herbert Financial Services' total revenue changed from $117.87 million in 2021 to $264.79 million in 2024, a change of 124.7%.

How much debt does Burke & Herbert Financial Services have?

Burke & Herbert Financial Services' total liabilities were at $7.08 billion at the end of 2024, a 114.4% increase from 2023, and a 115.3% increase since 2022.

How much cash does Burke & Herbert Financial Services have?

In the past 2 years, Burke & Herbert Financial Services' cash and equivalents has ranged from $9.12 million in 2022 to $44.50 million in 2023, and is currently $35.55 million as of their latest financial filing in 2024.

How has Burke & Herbert Financial Services' book value per share changed over the last 3 years?

Over the last 3 years, Burke & Herbert Financial Services' book value per share changed from 0.00 in 2021 to 48.09 in 2024, a change of 4,808.6%.

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This page (OTCMKTS:BHRB) was last updated on 5/23/2025 by MarketBeat.com Staff

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Burke & Herbert Financial Services (BHRB) Financials

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