CNOB earnings analysis
What we found in CNOB's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
This filing is Amendment No. 1 to ConnectOne Bancorp’s June 30, 2026 Form 10-Q and is administrative rather than an earnings update. It corrects the August 4, 2026 common-share count from 54,295,380 issued shares to 50,319,832 outstanding shares. Because the amendment does not change financial statements, MD&A, risk factors, or other financial disclosures, no new operating trend, balance-sheet, cash-flow, or guidance conclusions can be drawn from it.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Share-count disclosure corrected
- The amendment corrects common shares outstanding as of August 4, 2026 to 50,319,832, replacing the inadvertently reported issued-share count of 54,295,380.
- No financial disclosures changed
- The filing states that no other changes were made to Part I or Part II and that it does not modify or restate financial statements, MD&A, or other financial disclosures.
What they said about what is next.
This Form 10-Q/A was filed solely to correct the cover-page share count; it does not contain or update financial results, MD&A, risk factors, or quantitative guidance.
The filing reads about the same as the one before it.
What came before.
- 10-Q · August 4, 2026
- ConnectOne delivered a strong year-over-year earnings recovery in Q2, with $0.80 GAAP diluted EPS versus a $0.52 loss last year, supported by $113.6 million of net interest income and a 3.42% net interest margin.…
- 10-Q · May 5, 2026
- ConnectOne Bancorp (CNOB) reported a strong Q1 2026, with diluted EPS of $0.79 exceeding expectations of $0.73, reflecting a significant increase from $0.49 year-over-year. Revenue totaled $108.8 million, a decrease…
- 10-K · February 24, 2026
- ConnectOne completed the FLIC acquisition on June 1, 2025 and reported a stepped-up 2025 operating scale with total revenue of $679.0M, materially higher gross margins (~57.1%) and free cash flow of $101.0M. Revenue and…
- 10-Q · November 3, 2025
- ConnectOne reported a strong quarter driven by the FLIC acquisition and higher interest income: net interest income was $102,017,000 and diluted EPS rose to $0.78 (Q3 2024: $0.41). Loans and deposits expanded materially…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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