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HAWAIIAN FINANCIAL

Charter #1717 · HI

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 5 in HI
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HAWAIIAN FINANCIAL has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 7.3% in tier
  • + Net Charge-Off Rate: Top 0.3% in tier
  • + Members Per Employee (MPE): Top 3.7% in tier
  • + Deposit Growth Rate: Top 7.7% in tier
  • + AMR Growth Rate: Top 7.7% in tier
  • + Asset Growth Rate: Top 8.3% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 90.1% in tier
  • - Stagnation Risk: Bottom 90.1% in tier
  • - ROA 0.06% below tier average
  • - Member decline: -2.9% YoY
  • - First Mortgage Concentration (%): Bottom 0.3% in tier
  • - Net Interest Margin (NIM): Bottom 3.0% in tier
  • - Total Loans: Bottom 4.3% in tier
  • - Share Certificate Concentration (%): Bottom 4.3% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 5 that size in Hawaii.
  • Shares and deposits +14.1% year over year ($1.01B in shares and deposits).
  • Membership: 51,589 members, -2.9% vs a year ago.
  • Delinquency rate 0.54%.
  • Return on assets 0.76%.
  • Efficiency ratio 71.24% vs a 73.02% peer average.
  • Loan-to-share ratio 58.66% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (HI) National Avg Tier Percentile
Members 51,589
-2.9% YoY-0.5% QoQ
-45.3K 96,861
-1.9% YoY
19,590
+0.5% YoY
34,678
+6.6% YoY
Bottom 8.3% in tier
Assets $1.1B
+13.2% YoY+1.8% QoQ
$-598.6M $1.7B
+0.4% YoY
$386.0M
+4.8% YoY
$593.1M
+10.2% YoY
Bottom 14.7% in tier
Loans $592.1M
+0.9% YoY+0.7% QoQ
$-642.1M $1.2B
+0.7% YoY
$197.3M
+5.5% YoY
$418.6M
+10.1% YoY
Bottom 4.0% in tier
Deposits $1.0B
+14.1% YoY+1.9% QoQ
$-454.0M $1.5B
+0.5% YoY
$341.6M
+4.3% YoY
$504.8M
+10.3% YoY
21%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.8%
+2.5% YoY+2.9% QoQ
-0.1% 0.8%
+27.6% YoY
1.0%
+38.1% YoY
1.2%
+121.4% YoY
49%
NIM 2.2%
+12.0% YoY+0.2% QoQ
-1.3% 3.4%
+6.6% YoY
3.2%
+7.0% YoY
3.8%
+2.3% YoY
Bottom 2.7% in tier
Efficiency Ratio 71.2%
-1.4% YoY-2.0% QoQ
-1.8% 73.0%
-2.7% YoY
73.0%
-3.2% YoY
83.0%
-5.3% YoY
41%
Delinquency Rate 0.5%
-15.6% YoY-12.4% QoQ
-0.3 0.9%
+7.3% YoY
1.3%
-1.1% YoY
1.3%
+2.6% YoY
32%
Loan To Share 58.7%
-11.5% YoY-1.2% QoQ
-26.1% 84.7%
+0.1% YoY
53.4%
-3.2% YoY
66.4%
-1.4% YoY
Bottom 7.3% in tier
AMR $31,044
+12.1% YoY+1.9% QoQ
+$1K $29,575
+1.5% YoY
$23,604
+3.8% YoY
$20,028
-0.9% YoY
65%
CD Concentration 45.8%
+26.1% YoY+5.1% QoQ
+16.8% 29.1% 25.0% 20.0% Top 5.1% in tier
Indirect Auto % 1.8%
-23.9% YoY-5.4% QoQ
-16.3% 18.1% 4.8% 7.7% 19%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#27 of 125 • Top 7.3% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 12.12%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank improving

Concerns (2)

Membership Headwinds

decline
#38 of 86 • Bottom 90.1% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -2.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | Rank improving

Stagnation Risk

risk
#38 of 86 • Bottom 90.1% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -2.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 0.94%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.54%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | Rank improving

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 300 peers in tier

Top Strengths (6 metrics)

2
Net Charge-Off Rate
risk
Value: 0.01%
Peer Median: 0.52%
#2 of 300 Top 0.3% in 1B-3B tier
12
Members Per Employee (MPE)
engagement
Value: 537.385
Peer Median: 346.173
#12 of 300 Top 3.7% in 1B-3B tier
24
Deposit Growth Rate
growth
Value: 14.06%
Peer Median: 4.79%
#24 of 300 Top 7.7% in 1B-3B tier
24
AMR Growth Rate
growth
Value: 12.12%
Peer Median: 3.19%
#24 of 300 Top 7.7% in 1B-3B tier
26
Asset Growth Rate
growth
Value: 13.16%
Peer Median: 5.21%
#26 of 300 Top 8.3% in 1B-3B tier
64
Indirect Auto Concentration (%)
balance_sheet
Value: 1.81%
Peer Median: 14.26%
#64 of 300 Top 21.0% in 1B-3B tier

Top Weaknesses (11 metrics)

300
First Mortgage Concentration (%)
balance_sheet
Value: 92.37%
Peer Median: 33.59%
#300 of 300 Bottom 0.3% in 1B-3B tier
292
Net Interest Margin (NIM)
profitability
Value: 2.16%
Peer Median: 3.46%
#292 of 300 Bottom 3.0% in 1B-3B tier
288
Total Loans
balance_sheet
Value: $592.15M
Peer Median: $1.14B
#288 of 300 Bottom 4.3% in 1B-3B tier
288
Share Certificate Concentration (%)
balance_sheet
Value: 45.85%
Peer Median: 28.24%
#288 of 300 Bottom 4.3% in 1B-3B tier
284
Fee Income Per Member
profitability
Value: $99.75
Peer Median: $204.73
#284 of 300 Bottom 5.7% in 1B-3B tier
278
Loan-to-Share Ratio
balance_sheet
Value: 58.66%
Peer Median: 87.07%
#278 of 300 Bottom 7.7% in 1B-3B tier
275
Total Members
engagement
Value: 51,589
Peer Median: 86,516
#275 of 300 Bottom 8.7% in 1B-3B tier
268
Member Growth Rate
growth
Value: -2.94%
Peer Median: 1.84%
#268 of 300 Bottom 11.0% in 1B-3B tier
256
Total Assets
balance_sheet
Value: $1.13B
Peer Median: $1.51B
#256 of 300 Bottom 15.0% in 1B-3B tier
237
Total Deposits
balance_sheet
Value: $1.01B
Peer Median: $1.30B
#237 of 300 Bottom 21.3% in 1B-3B tier
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