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.…
Earnings analysis · 10-Q
CNOB earnings analysis
Filed August 18, 2026 · Our reading of the company's report
The latest report
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…
Read full summary
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.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
What stood out
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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.
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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.
Management's outlook
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.
Earlier filings 4
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 itself. Analysis can contain errors; check the source document for full context.