Heritage Financial HFWA
NASDAQ HFWA
$27.89 +0.26 (+0.94%)
At close: Oct 1, 2026 · 4:00 PM EDT

Heritage Financial (HFWA) EBITDA Margin (2010 - 2026)

Updated

Heritage Financial (HFWA) recorded EBITDA Margin of 729.72% in Q2 2026, down 48.98 percentage points from 778.70% a year earlier and down 90.92 percentage points from the prior quarter.

Analysis

Heritage Financial (HFWA) EBITDA Margin (2010 - 2026) Analysis & Trends

On a TTM basis, Heritage Financial's EBITDA Margin came in at 834.47% as of Jun 30, 2026, down 3.57 percentage points year-over-year; for FY2025, it came in at 863.75%, up 45.14 percentage points from FY2024.

  • Annual EBITDA Margin has increased for three straight years, with a five-year change of +835.87 percentage points (FY2020 to FY2025).
  • Across earlier years, EBITDA Margin came in at 818.61% in FY2024 (+104.69 pp), 713.92% in FY2023 (+140.12 pp), 573.80% in FY2022 (-47.47 pp) and 621.27% in FY2021 (+593.39 pp).
  • The Q2 2026 figure is the lowest quarterly EBITDA Margin since Q1 2024.
  • On a year-over-year basis, EBITDA Margin rose in five of the last eight quarters, with an average year-over-year change of +52.15 percentage points.
  • Peak year-over-year performance for EBITDA Margin in the last five years was a gain of 668.53 percentage points in Q1 2023, against a drop of 114.30 percentage points in Q2 2025 at the low end.
  • Per Business Quant, the preceding three quarters came in at 820.64% (Q1 2026), 964.97% (Q4 2025) and 851.91% (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 Jpmorgan Chase 879.54 Bn 909.01 Bn - 95.81%
2 Banco Santander Chile 418.48 Bn 538.42 Bn - -
3 Bank Of America 381.92 Bn -1,994.15 Bn - 95.10%
4 Hsbc Holdings 341.10 Bn 341.15 Bn - -
5 Morgan Stanley 295.71 Bn -213.38 Bn - 101.52%
6 Royal Bank Of Canada 275.38 Bn 126.13 Bn - 142.03%
7 Mitsubishi Ufj Financial 273.79 Bn -1,314.70 Bn 10.89 Bn -
8 Goldman Sachs 262.78 Bn -3,294.34 Bn - 133.57%
9 Wells Fargo & Company 242.61 Bn 244.75 Bn - 92.35%
10 Heritage Financial 1.13 Bn 179.14 Mn - 729.72%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 729.72%
Mar 31, 2026 820.64%
Dec 31, 2025 964.97%
Sep 30, 2025 851.91%
Jun 30, 2025 778.70%
Mar 31, 2025 862.04%
Dec 31, 2024 893.93%
Sep 30, 2024 820.80%
Jun 30, 2024 893.01%
Mar 31, 2024 662.76%
Dec 31, 2023 597.33%
Sep 30, 2023 796.92%
Jun 30, 2023 742.37%
Mar 31, 2023 712.00%
Dec 31, 2022 681.12%
Sep 30, 2022 577.40%
Jun 30, 2022 526.51%
Mar 31, 2022 43.48%
Dec 31, 2021 40.48%
Sep 30, 2021 39.52%
API Access

Heritage Financial EBITDA Margin API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=ebitda-margin&ticker=HFWA&period=max&api_key=YOUR_API_KEY