Firstsun Capital Bancorp Q1 Income $23.7M, 16% Loan Growth and 4.25% NIM

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Firstsun Capital Bancorp reported Q1 adjusted net income of $23.7 million with diluted EPS of $0.84 and achieved 16% annualized loan growth led by its C&I portfolio. Net interest margin expanded to 4.25% for a 14th consecutive quarter while integration of First Foundation moves forward to enhance regional and wealth platforms.

1. Q1 Financial Performance

Firstsun Capital Bancorp generated adjusted net income of $23.7 million in Q1, delivering diluted EPS of $0.84. Net interest margin expanded to 4.25%, marking 14 straight quarters above 4%, supported by improved funding costs and strong C&I loan yields.

2. Loan Growth and Credit Metrics

Annualized loan growth exceeded 16%, driven by commercial and industrial lending demand. Higher provision expenses stemmed from portfolio downgrades, and two significant charge-offs pushed the annualized net charge-off rate to 63 basis points.

3. First Foundation Acquisition Integration

The acquisition of First Foundation is on track, with integration activities underway. Expected outcomes include expanded high-growth market presence, a broader regional footprint, and an enriched wealth management platform offering advisory and investment solutions.

4. Capital Management and Outlook

Management reaffirmed EPS guidance above $5 for 2027, citing balance sheet repositioning ahead of schedule. They anticipate NIM in the high $3.90s by Q4 2026, with potential upticks in 2027 and capacity for near-term share repurchases given a CET1 ratio target around 11%.

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