Community Bank System Inc. (CBU) Financial Statements (2025 and earlier)

Company Profile

Business Address 5790 WIDEWATERS PKWY
DEWITT, NY 13214
State of Incorp. DE
Fiscal Year End December 31
Industry (SIC) 6021 - National Commercial Banks (benchmarking)
More info Complete Financial Analysis Financial Benchmarking

Balance Sheet (Statement of Financial Position) ($ in thousands)

6/30/2025
Q2
3/31/2025
Q1
12/31/2024
Q4
9/30/2024
Q3
6/30/2024
Q2
3/31/2024
Q1
12/31/2023
Q4
ASSETS
Current Assets
Cash, cash equivalents, and short-term investments518,021197,004346,110201,493338,769191,334
Cash and cash equivalent518,021197,004346,110201,493338,381190,962
Short-term investments     388372
Financing receivable, accrued interest, after allowance for credit loss34,40031,200
Debt securities, held-to-maturity, excluding accrued interest, after allowance for credit loss1,217,4721,172,174
Debt securities, available-for-sale, amortized cost, excluding accrued interest, after allowance for credit loss3,287,4973,301,607
Total current assets:518,021197,004346,110201,4934,878,1384,696,315
Noncurrent Assets
Finance lease, right-of-use asset, after accumulated amortization  8,325    
Operating lease, right-of-use asset  46,240   40,036
Property, plant and equipment189,762183,759178,429178,095170,974173,418
Intangible assets, net (including goodwill)900,332901,471900,623905,780904,439897,987
Goodwill854,522853,225852,493852,258849,790845,396
Intangible assets, net (excluding goodwill)45,81048,24648,13053,52254,64952,591
Investment, proportional amortization method, elected, amount   10,000   
Total noncurrent assets:1,090,0941,139,7951,089,0521,083,8751,075,4131,111,441
Other undisclosed assets15,156,18115,049,24514,969,53814,621,4489,905,1199,747,997
TOTAL ASSETS:16,764,29616,386,04416,404,70015,906,81615,858,67015,555,753
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Accounts payable and accrued liabilities     2,6009,500
Accrued liabilities     2,6009,500
Debt266,581261,553317,448215,453287,241304,595
Total current liabilities:266,581261,553317,448215,453289,841314,095
Noncurrent Liabilities
Long-term debt and lease obligation  990,198    
Long-term debt, excluding current maturities  990,198    
Liabilities, other than long-term debt   9,600   
Investment program, proportional amortization method, elected, commitment   9,600   
Total noncurrent liabilities:  990,1989,600   
Other undisclosed liabilities14,663,64013,371,45814,292,70514,021,18313,911,87413,543,721
Total liabilities:14,930,22114,623,20914,619,75314,236,63614,201,71513,857,816
Equity
Equity, attributable to parent, including:1,834,0751,762,8351,784,9471,670,1801,656,9551,697,937
Treasury stock, value(99,825)(100,539)(100,492)(100,446)(89,027)(55,592)
Additional paid in capital1,078,2531,075,5371,069,2581,065,9371,063,5081,060,289
Accumulated other comprehensive loss(505,114)(548,085)(494,032)(585,794)(583,816)(556,892)
Retained earnings1,300,6581,275,3311,249,7931,230,1331,205,9941,188,869
Other undisclosed equity, attributable to parent60,10360,59160,42060,35060,29661,263
Total equity:1,834,0751,762,8351,784,9471,670,1801,656,9551,697,937
TOTAL LIABILITIES AND EQUITY:16,764,29616,386,04416,404,70015,906,81615,858,67015,555,753

Income Statement (P&L) ($ in thousands)

6/30/2025
Q2
3/31/2025
Q1
12/31/2024
Q4
9/30/2024
Q3
6/30/2024
Q2
3/31/2024
Q1
12/31/2023
Q4
Revenues196,248273,193163,645157,106152,659146,326
Net investment income167,647 163,900157,038152,659146,326
Cost of revenue
(Provision for Loan, Lease, and Other Losses)
(6,690)(6,208)(7,709)(2,708)(6,148)(4,073)
Gross profit:189,558266,985155,936154,398146,511142,253
Operating expenses(40,281)(38,994)(38,105)(37,568)(36,826)288,150
Operating income:149,277227,991117,831116,830109,685430,403
Interest and debt expense     (45,669)(37,136)
Other undisclosed loss from continuing operations before equity method investments, income taxes  (215)    
Income from continuing operations before equity method investments, income taxes:149,277227,776117,831116,83064,016393,267
Other undisclosed loss from continuing operations before income taxes(85,009)(163,236)(60,801)(54,738)(10,973)(349,472)
Income from continuing operations before income taxes:64,26864,54057,03062,09253,04343,795
Income tax expense(14,654)(14,747)(13,129)(14,177)(12,171)(10,089)
Net income attributable to parent:49,61449,79343,90147,91540,87233,706
Other undisclosed net loss available to common stockholders, basic(198)(216)(192)(169)(111)(120)
Net income available to common stockholders, basic:49,41649,57743,70947,74640,76133,586
Dilutive securities, effect on basic earnings per share(198)(216)(192)(169)(111)(120)
Net income available to common stockholders, diluted:49,21849,36143,51747,57740,65033,466

Comprehensive Income ($ in thousands)

6/30/2025
Q2
3/31/2025
Q1
12/31/2024
Q4
9/30/2024
Q3
6/30/2024
Q2
3/31/2024
Q1
12/31/2023
Q4
Net income:49,61449,79343,90147,91540,87233,706
Other comprehensive income468,5913403403404,981
Comprehensive income:49,66058,38444,24148,25541,21238,687
Other undisclosed comprehensive income (loss), net of tax, attributable to parent42,925(62,644)91,422(2,318)(27,264)129,820
Comprehensive income (loss), net of tax, attributable to parent:92,585(4,260)135,66345,93713,948168,507

Statements Sources

The financial statements are based on the Company's filings with the U.S. Securities and Exchange Commission (SEC) through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The information is derived from the 10-K and 10-Q reports submitted to the SEC in XBRL (eXtensible Business Reporting Language) format and presented according to the US GAAP Taxonomy. Please review the original filings for a more detailed information.

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