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AMERICAN EAGLE FINANCIAL

Charter #68659 · CT

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 5 in CT
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AMERICAN EAGLE FINANCIAL has 4 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 19.6% in tier
  • + Total Deposits: Top 2.7% in tier
  • + Total Assets: Top 5.7% in tier
  • + Total Members: Top 6.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 22.0% in tier
  • - Indirect Auto Dependency: Bottom 40.3% in tier
  • - Credit Quality Pressure: Bottom 57.3% in tier
  • - ROA 0.18% below tier average
  • - Efficiency ratio 2.94% above tier (higher cost structure)

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 Connecticut.
  • Shares and deposits +6.0% year over year ($2.44B in shares and deposits).
  • Membership: 168,040 members, +0.8% vs a year ago.
  • Delinquency rate 0.57%.
  • Return on assets 0.64%.
  • Efficiency ratio 75.96% vs a 73.02% peer average.
  • Loan-to-share ratio 74.42% 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 (CT) National Avg Tier Percentile
Members 168,040
+0.8% YoY+0.3% QoQ
+71.2K 96,861
-1.9% YoY
14,203
+5.8% YoY
34,678
+6.6% YoY
Top 6.3% in tier
Assets $2.8B
+6.2% YoY+0.4% QoQ
+$1.0B $1.7B
+0.4% YoY
$248.5M
+12.0% YoY
$593.1M
+10.2% YoY
Top 6.0% in tier
Loans $1.8B
+10.7% YoY+3.6% QoQ
+$582.8M $1.2B
+0.7% YoY
$139.3M
+11.4% YoY
$418.6M
+10.1% YoY
85%
Deposits $2.4B
+6.0% YoY-0.2% QoQ
+$978.0M $1.5B
+0.5% YoY
$217.7M
+11.5% YoY
$504.8M
+10.3% YoY
Top 3.0% in tier

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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 0.6%
-7.8% YoY+15.5% QoQ
-0.2% 0.8%
+27.6% YoY
1.1%
+193.3% YoY
1.2%
+121.4% YoY
37%
NIM 3.1%
+3.0% YoY+3.6% QoQ
-0.4% 3.4%
+6.6% YoY
3.6%
-1.0% YoY
3.8%
+2.3% YoY
25%
Efficiency Ratio 76.0%
-2.7% YoY-0.9% QoQ
+2.9% 73.0%
-2.7% YoY
90.9%
-27.8% YoY
83.0%
-5.3% YoY
62%
Delinquency Rate 0.6%
+1.2% YoY-16.1% QoQ
-0.3 0.9%
+7.3% YoY
1.4%
+21.8% YoY
1.3%
+2.6% YoY
36%
Loan To Share 74.4%
+4.5% YoY+3.8% QoQ
-10.3% 84.7%
+0.1% YoY
53.6%
-1.6% YoY
66.4%
-1.4% YoY
19%
AMR $25,341
+7.2% YoY+1.1% QoQ
$-4K $29,575
+1.5% YoY
$17,514
+4.9% YoY
$20,028
-0.9% YoY
32%
CD Concentration 33.9%
+5.6% YoY+1.3% QoQ
+4.8% 29.1% 14.9% 20.0% 72%
Indirect Auto % 24.2%
+16.8% YoY+2.5% QoQ
+6.1% 18.1% 4.3% 7.7% 68%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#73 of 125 • Top 19.6% in tier

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

Why This Signature
AMR Growth (YoY): 7.15%
(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 worsening

Concerns (3)

Indirect Auto Dependency

risk
#84 of 193 • Bottom 40.3% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 6.20%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 24.22%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 0.77%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Credit Risk Growth

risk
#121 of 170 • Bottom 22.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 10.74%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.01% points
(Tier: 0.06% points, National: 0.08% points)
but better than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY

Credit Quality Pressure

risk
#213 of 215 • Bottom 57.3% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.01% points
(Tier: 0.06% points, National: 0.08% points)
but better than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 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 (7 metrics)

9
Total Deposits
balance_sheet
Value: $2.44B
Peer Median: $1.30B
#9 of 300 Top 2.7% in 1B-3B tier
18
Total Assets
balance_sheet
Value: $2.77B
Peer Median: $1.51B
#18 of 300 Top 5.7% in 1B-3B tier
19
Total Members
engagement
Value: 168,040
Peer Median: 86,516
#19 of 300 Top 6.0% in 1B-3B tier
45
Members Per Employee (MPE)
engagement
Value: 443.377
Peer Median: 346.173
#45 of 300 Top 14.7% in 1B-3B tier
46
Total Loans
balance_sheet
Value: $1.82B
Peer Median: $1.14B
#46 of 300 Top 15.0% in 1B-3B tier
62
AMR Growth Rate
growth
Value: 7.15%
Peer Median: 3.19%
#62 of 300 Top 20.3% in 1B-3B tier
63
Loan Growth Rate
growth
Value: 10.74%
Peer Median: 5.71%
#63 of 300 Top 20.7% in 1B-3B tier

Top Weaknesses (5 metrics)

261
Fee Income Per Member
profitability
Value: $135.01
Peer Median: $204.73
#261 of 300 Bottom 13.3% in 1B-3B tier
258
First Mortgage Concentration (%)
balance_sheet
Value: 49.00%
Peer Median: 33.59%
#258 of 300 Bottom 14.3% in 1B-3B tier
242
Loan-to-Share Ratio
balance_sheet
Value: 74.42%
Peer Median: 87.07%
#242 of 300 Bottom 19.7% in 1B-3B tier
230
Loan-to-Member Ratio (LMR)
engagement
Value: $10,813
Peer Median: $12,809
#230 of 300 Bottom 23.7% in 1B-3B tier
226
Net Interest Margin (NIM)
profitability
Value: 3.06%
Peer Median: 3.46%
#226 of 300 Bottom 25.0% in 1B-3B tier
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