NewtekOne cuts 2026 EPS view to $1.70-$1.80, sees 2027 EPS $2-$2.20 - NEWT News | RalliesNewtekOne cuts 2026 EPS view to $1.70-$1.80, sees 2027 EPS $2-$2.20
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NEWT• NewtekOne resets earnings outlook as business mix shifts
- NewtekOne reset 2026 EPS guidance to $1.70-$1.80, reflecting a shift to retain more SBA 7(a) guaranteed loan portions.
- The company set its 2027 EPS outlook at $2.00-$2.20 as the mix tilts toward recurring net interest income instead of gain-on-sale income.
- Net interest income is expected to rise to 30% or more of revenue in 2H26 through 2027, from 21% in 2025.
- Deposit growth at Newtek Bank has exceeded expectations, supporting lower-cost funding for loans held on the balance sheet.
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