Heritage Financial growth metrics data for the quarter ended Jun 2026. These growth metrics cover 64 quarters of results from Sep 2010 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Growth Metrics | Sep2010 | Dec2010 | Mar2011 | Jun2011 | Sep2011 | Dec2011 | Mar2012 | Jun2012 | Sep2012 | Dec2012 | Mar2013 | Jun2013 | Sep2013 | Dec2013 | Mar2014 | Jun2014 | Sep2014 | Dec2014 | Mar2015 | Jun2015 | Sep2015 | Dec2015 | Mar2016 | Jun2016 | Sep2016 | Dec2016 | Mar2017 | Jun2017 | Sep2017 | Dec2017 | Mar2018 | Jun2018 | Sep2018 | Dec2018 | Mar2019 | Jun2019 | Sep2019 | Dec2019 | Mar2020 | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
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| Growth Ratios | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Dividend Coverage Ratio Growth (1y)Div. Cover Growth (1y) | 24.00% | -21.00% | -24.04% | -44.52% | -0.87% | 16.43% | -1.16% | -13.26% | -17.02% | -73.46% | -72.97% | -18.79% | -38.93% | 87.08% | 138.16% | -16.00% | 63.03% | 79.68% | 36.32% | 18.95% | ||||||||||||||||||||||||||||||||||||||||||||
| Dividend Coverage Ratio Growth (3y)Div. Cover Growth (3y) | 0.93% | 16.49% | 2.56% | 1.42% | 3.70% | 23.78% | 17.07% | 65.78% | 0.66% | -37.50% | -41.24% | -26.89% | -20.51% | -16.69% | -13.99% | -16.05% | -6.17% | -3.73% | -4.26% | -6.73% | ||||||||||||||||||||||||||||||||||||||||||||
| Dividend Coverage Ratio Growth (5y)Div. Cover Growth (5y) | -1.33% | 24.09% | 0.67% | -3.62% | 0.90% | 16.07% | 8.33% | -1.11% | -3.30% | -13.35% | -22.03% | -5.97% | -10.79% | -1.20% | 0.65% | 30.22% | 0.31% | -3.88% | -8.01% | -17.14% | ||||||||||||||||||||||||||||||||||||||||||||
| Dividend Coverage Ratio (QoQ)Div. Cover (QoQ) | -36.76% | -8.56% | 2.04% | -5.98% | 12.99% | 7.40% | -13.38% | -17.48% | 8.09% | -65.65% | -11.79% | 147.94% | -18.72% | 5.25% | 12.29% | -12.56% | 57.76% | 15.99% | -14.81% | -23.70% | ||||||||||||||||||||||||||||||||||||||||||||
| EBITDA Margin Growth (1y) | 772.00 | -288.00 | -852.00 | -412510.00 | -404801.00 | -401913.00 | -411240.00 | 19,551.00 | 30,091.00 | -70268.00 | 104,575.00 | 57,124.00 | 64,541.00 | 139,162.00 | -29789.00 | -4605.00 | -23667.00 | 3,481.00 | 1,843.00 | -15841.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBITDA Margin Growth (3y) | 832.00 | 335.00 | 347.00 | -409921.00 | -404684.00 | -401780.00 | -409728.00 | -385682.00 | -373938.00 | -472469.00 | -307518.00 | -335835.00 | -310169.00 | -333019.00 | -336455.00 | 72,070.00 | 70,965.00 | 72,375.00 | 76,629.00 | 36,678.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBITDA Margin Growth (5y) | 738.00 | 921.00 | 1,017.00 | -409785.00 | -404119.00 | -401669.00 | -409401.00 | -389533.00 | -373878.00 | -471846.00 | -306318.00 | -333246.00 | -310052.00 | -332887.00 | -334943.00 | -333163.00 | -333063.00 | -329826.00 | -335464.00 | -356281.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBITDA Margin (QoQ) | -2125.00 | -70.00 | 2.00 | -410317.00 | 5,585.00 | 2,818.00 | -9325.00 | 20,474.00 | 16,124.00 | -97541.00 | 165,517.00 | -26976.00 | 23,541.00 | -22920.00 | -3434.00 | -1792.00 | 4,480.00 | 4,227.00 | -5071.00 | -19476.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBIT Margin Growth (1y) | 772.00 | -288.00 | -852.00 | -412510.00 | -404801.00 | -401913.00 | -411240.00 | 19,551.00 | 30,091.00 | -70268.00 | 104,575.00 | 57,124.00 | 64,541.00 | 139,162.00 | -29789.00 | -4605.00 | -23667.00 | 3,481.00 | 1,843.00 | -15841.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBIT Margin Growth (3y) | 832.00 | 335.00 | 347.00 | -409921.00 | -404684.00 | -401780.00 | -409728.00 | -385682.00 | -373938.00 | -472469.00 | -307518.00 | -335835.00 | -310169.00 | -333019.00 | -336455.00 | 72,070.00 | 70,965.00 | 72,375.00 | 76,629.00 | 36,678.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBIT Margin Growth (5y) | 738.00 | 921.00 | 1,017.00 | -409785.00 | -404119.00 | -401669.00 | -409401.00 | -389533.00 | -373878.00 | -471846.00 | -306318.00 | -333246.00 | -310052.00 | -332887.00 | -334943.00 | -333163.00 | -333063.00 | -329826.00 | -335464.00 | -356281.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBIT Margin (QoQ) | -2125.00 | -70.00 | 2.00 | -410317.00 | 5,585.00 | 2,818.00 | -9325.00 | 20,474.00 | 16,124.00 | -97541.00 | 165,517.00 | -26976.00 | 23,541.00 | -22920.00 | -3434.00 | -1792.00 | 4,480.00 | 4,227.00 | -5071.00 | -19476.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBT Margin Growth (1y) | 991.00 | -230.00 | -827.00 | 253,801.00 | 262,031.00 | 272,465.00 | 240,535.00 | -71690.00 | -65984.00 | -204322.00 | -191911.00 | -50641.00 | -95728.00 | 66,036.00 | 79,620.00 | -17896.00 | 76,004.00 | 67,536.00 | 1,342.00 | -4922.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBT Margin Growth (3y) | 1,141.00 | 646.00 | 752.00 | 256,917.00 | 262,659.00 | 273,138.00 | 242,531.00 | 189,738.00 | 197,038.00 | 67,913.00 | 47,797.00 | 131,470.00 | 100,319.00 | 134,179.00 | 128,244.00 | -140227.00 | -85709.00 | -70750.00 | -110949.00 | -73460.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBT Margin Growth (5y) | 806.00 | 997.00 | 1,143.00 | 256,673.00 | 262,971.00 | 272,935.00 | 242,575.00 | 185,829.00 | 197,188.00 | 68,789.00 | 49,376.00 | 134,586.00 | 100,946.00 | 134,851.00 | 130,240.00 | 121,200.00 | 177,314.00 | 201,485.00 | 128,760.00 | 108,651.00 | ||||||||||||||||||||||||||||||||||||||||||||
| EBT Margin (QoQ) | -2125.00 | -82.00 | -5.00 | 256,013.00 | 6,105.00 | 10,353.00 | -31935.00 | -56213.00 | 11,811.00 | -127986.00 | -19523.00 | 85,057.00 | -33276.00 | 33,778.00 | -5939.00 | -12459.00 | 60,624.00 | 25,311.00 | -72133.00 | -18724.00 | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Margin Growth (1y) | 3,573.00 | -1139.00 | 416.00 | 256,527.00 | 281,413.00 | 297,427.00 | 184,113.00 | -39119.00 | -33673.00 | 27,650.00 | -93599.00 | -169064.00 | -65164.00 | -160255.00 | 55,851.00 | 122,128.00 | 11,469.00 | 10,704.00 | -72542.00 | -56447.00 | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Margin Growth (3y) | -92.00 | -2438.00 | -1704.00 | 257,836.00 | 282,182.00 | 294,855.00 | 198,100.00 | 202,157.00 | 251,313.00 | 323,938.00 | 90,931.00 | 48,345.00 | 182,576.00 | 164,822.00 | 146,366.00 | -86054.00 | -87368.00 | -121901.00 | -110289.00 | -103383.00 | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Margin Growth (5y) | 1,171.00 | -311.00 | -3253.00 | 254,724.00 | 282,790.00 | 296,460.00 | 184,507.00 | 219,326.00 | 247,648.00 | 322,640.00 | 88,810.00 | 49,653.00 | 183,346.00 | 162,250.00 | 160,352.00 | 155,222.00 | 197,618.00 | 174,387.00 | 74,240.00 | 114,026.00 | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Margin (QoQ) | 333.00 | -318.00 | -1279.00 | 257,792.00 | 25,219.00 | 15,696.00 | -114593.00 | 34,560.00 | 30,664.00 | 77,019.00 | -235842.00 | -40906.00 | 134,565.00 | -18072.00 | -19736.00 | 25,372.00 | 23,905.00 | -18837.00 | -102982.00 | 41,466.00 | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Payout Ratio Growth (1y)FCF Cover Growth (1y) | 103.85% | 54.94% | -13.44% | -11.65% | -23.21% | -40.67% | -42.97% | 1.21% | 4.99% | 5.78% | 62.29% | 303.04% | 20.77% | 53.99% | -32.52% | -70.69% | -1.95% | -7.70% | 42.63% | 19.74% | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Payout Ratio Growth (3y)FCF Cover Growth (3y) | 9.61% | 10.84% | 30.05% | -19.77% | -15.64% | -8.82% | 81.42% | 70.59% | 26.64% | -0.93% | -7.12% | 53.32% | -0.89% | -1.13% | -14.52% | 6.13% | 7.53% | 14.56% | 16.02% | 12.25% | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Payout Ratio Growth (5y)FCF Cover Growth (5y) | -0.84% | -12.14% | 32.90% | 13.06% | -9.25% | -7.82% | -10.85% | -17.02% | 1.20% | -3.09% | 15.28% | 16.07% | -5.31% | 4.31% | 44.72% | 42.44% | 15.29% | 6.69% | -5.07% | 4.81% | ||||||||||||||||||||||||||||||||||||||||||||
| FCF Payout Ratio (QoQ)FCF Cover (QoQ) | -5.62% | 17.18% | 76.16% | -54.65% | -17.97% | -9.45% | 69.32% | -19.52% | -14.91% | -8.78% | 159.78% | 99.87% | -74.50% | 16.32% | 13.83% | -13.19% | -14.69% | 9.49% | 75.90% | -27.13% | ||||||||||||||||||||||||||||||||||||||||||||
| Gross Margin Growth (1y) | -216.00 | 142.00 | -982.00 | 2,365.00 | 2,081.00 | 2,551.00 | 4,247.00 | -1123.00 | -685.00 | -1275.00 | 1,059.00 | 458.00 | 362.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Gross Margin Growth (3y) | 1,179.00 | 1,418.00 | 4,323.00 | 1,700.00 | 1,758.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Gross Margin (QoQ) | 250.00 | -2979.00 | 2,708.00 | -196.00 | 609.00 | -4103.00 | 6,056.00 | -480.00 | 1,079.00 | -2407.00 | 686.00 | -42.00 | 489.00 | -74.00 | 86.00 | -138.00 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Interest Coverage Ratio Growth (1y)Interest Cover Growth (1y) | 114.79% | 12.62% | -8.71% | -187.02% | -229.02% | -188.83% | -139.68% | 86.32% | 89.32% | 84.83% | 71.36% | 47.54% | 37.01% | 26.21% | 0.62% | -14.08% | -29.26% | -28.51% | -50.57% | -61.07% | ||||||||||||||||||||||||||||||||||||||||||||
| Interest Coverage Ratio Growth (3y)Interest Cover Growth (3y) | 37.07% | 30.74% | 36.77% | -82.69% | -79.14% | -66.47% | -52.82% | -45.80% | -31.92% | -29.10% | -28.13% | -27.29% | -27.79% | -28.05% | -28.32% | 56.58% | 55.70% | 47.61% | 24.60% | 1.22% | ||||||||||||||||||||||||||||||||||||||||||||
| Interest Coverage Ratio Growth (5y)Interest Cover Growth (5y) | 8.18% | 9.70% | 12.99% | -33.48% | -37.53% | -29.69% | -25.58% | -20.10% | -18.68% | -18.14% | -18.03% | -18.06% | -17.63% | -18.05% | -19.60% | -13.15% | -17.51% | -16.48% | -16.60% | -16.16% | ||||||||||||||||||||||||||||||||||||||||||||
| Interest Coverage Ratio (QoQ)Interest Cover (QoQ) | -31.79% | -5.51% | -2.14% | -237.96% | -1.14% | 34.94% | 56.29% | 52.44% | 21.05% | 7.60% | 17.45% | 12.90% | 5.20% | -8.26% | -11.18% | 0.02% | -7.42% | -7.63% | -30.27% | -6.95% | ||||||||||||||||||||||||||||||||||||||||||||
| Net Margin Growth (1y) | 581.00 | -388.00 | -629.00 | 209,121.00 | 214,510.00 | 220,292.00 | 199,385.00 | -54519.00 | -50511.00 | -155081.00 | -158731.00 | -37769.00 | -75997.00 | 32,515.00 | 69,809.00 | -20691.00 | 63,757.00 | 77,239.00 | -841.00 | -3946.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Net Margin Growth (3y) | 835.00 | 578.00 | 669.00 | 211,597.00 | 214,916.00 | 220,704.00 | 200,866.00 | 160,878.00 | 164,580.00 | 64,823.00 | 40,026.00 | 116,833.00 | 88,002.00 | 97,726.00 | 110,464.00 | -112979.00 | -62750.00 | -45327.00 | -89762.00 | -62406.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Net Margin Growth (5y) | 915.00 | 960.00 | 1,260.00 | 211,711.00 | 215,516.00 | 221,482.00 | 201,068.00 | 157,519.00 | 164,834.00 | 65,789.00 | 41,324.00 | 119,309.00 | 88,409.00 | 98,138.00 | 111,944.00 | 102,418.00 | 152,341.00 | 174,577.00 | 108,994.00 | 92,197.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Net Margin (QoQ) | -1772.00 | -96.00 | 202.00 | 210,787.00 | 3,616.00 | 5,686.00 | -20704.00 | -43117.00 | 7,625.00 | -98884.00 | -24354.00 | 77,845.00 | -30603.00 | 9,628.00 | 12,940.00 | -12655.00 | 53,845.00 | 23,109.00 | -65140.00 | -15760.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Operating Margin Growth (1y) | 19,551.00 | 30,091.00 | -70268.00 | 104,575.00 | 57,124.00 | 64,541.00 | 139,162.00 | -29789.00 | -4605.00 | -23667.00 | 3,481.00 | 1,843.00 | -15841.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Operating Margin Growth (3y) | 72,070.00 | 70,965.00 | 72,375.00 | 76,629.00 | 36,678.00 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Operating Margin (QoQ) | 5,585.00 | 2,818.00 | -9325.00 | 20,474.00 | 16,124.00 | -97541.00 | 165,517.00 | -26976.00 | 23,541.00 | -22920.00 | -3434.00 | -1792.00 | 4,480.00 | 4,227.00 | -5071.00 | -19476.00 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Return on Assets [ROA] Growth (1y)ROA Growth (1y) | 83.00 | 64.00 | 36.00 | -34.00 | -34.00 | -18.00 | -8.00 | 7.00 | 1.00 | -29.00 | -50.00 | -50.00 | -57.00 | -26.00 | 6.00 | 7.00 | 28.00 | 36.00 | 22.00 | 22.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Assets [ROA] Growth (3y)ROA Growth (3y) | 50.00 | 33.00 | 10.00 | -15.00 | -15.00 | -7.00 | 3.00 | 45.00 | 50.00 | 16.00 | -22.00 | -77.00 | -90.00 | -73.00 | -52.00 | -36.00 | -27.00 | -19.00 | -22.00 | -21.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Assets [ROA] Growth (5y)ROA Growth (5y) | 41.00 | 33.00 | 23.00 | -1.00 | 5.00 | 13.00 | 22.00 | 25.00 | 17.00 | -14.00 | -48.00 | -58.00 | -70.00 | -61.00 | -41.00 | 2.00 | 21.00 | 27.00 | 6.00 | -47.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Assets [ROA] (QoQ)ROA (QoQ) | 3.00 | -9.00 | -10.00 | -18.00 | 3.00 | 7.00 | 1.00 | -4.00 | -3.00 | -23.00 | -20.00 | -3.00 | -10.00 | 8.00 | 12.00 | -3.00 | 12.00 | 15.00 | -3.00 | -2.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Invested Capital [ROIC] Growth (1y)ROIC Growth (1y) | 562.00 | 466.00 | 303.00 | -790.00 | -1436.00 | -2034.00 | -2338.00 | -1460.00 | -810.00 | -167.00 | 223.00 | 38.00 | -20.00 | 43.00 | -54.00 | -98.00 | -128.00 | -368.00 | -357.00 | -278.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Invested Capital [ROIC] Growth (3y)ROIC Growth (3y) | 474.00 | 348.00 | 200.00 | -508.00 | -1167.00 | -1876.00 | -2193.00 | -1735.00 | -1685.00 | -1735.00 | -1812.00 | -2211.00 | -2266.00 | -2158.00 | -2170.00 | -1520.00 | -958.00 | -492.00 | -189.00 | -338.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Invested Capital [ROIC] Growth (5y)ROIC Growth (5y) | 376.00 | 351.00 | 320.00 | -396.00 | -988.00 | -1656.00 | -1994.00 | -1760.00 | -1773.00 | -1853.00 | -1916.00 | -1930.00 | -1997.00 | -2000.00 | -2025.00 | -1795.00 | -1832.00 | -2060.00 | -2224.00 | -2588.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Invested Capital [ROIC] (QoQ)ROIC (QoQ) | 12.00 | -58.00 | -51.00 | -693.00 | -634.00 | -656.00 | -355.00 | 185.00 | 15.00 | -12.00 | 34.00 | 1.00 | -42.00 | 51.00 | -64.00 | -43.00 | -72.00 | -189.00 | -53.00 | 36.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Sales [ROS] Growth (1y)ROS Growth (1y) | 772.00 | -288.00 | -852.00 | -412510.00 | -404801.00 | -401913.00 | -411240.00 | 19,551.00 | 30,091.00 | -70268.00 | 104,575.00 | 57,124.00 | 64,541.00 | 139,162.00 | -29789.00 | -4605.00 | -23667.00 | 3,481.00 | 1,843.00 | -15841.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Sales [ROS] Growth (3y)ROS Growth (3y) | 832.00 | 335.00 | 347.00 | -409921.00 | -404684.00 | -401780.00 | -409728.00 | -385682.00 | -373938.00 | -472469.00 | -307518.00 | -335835.00 | -310169.00 | -333019.00 | -336455.00 | 72,070.00 | 70,965.00 | 72,375.00 | 76,629.00 | 36,678.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Sales [ROS] Growth (5y)ROS Growth (5y) | 738.00 | 921.00 | 1,017.00 | -409785.00 | -404119.00 | -401669.00 | -409401.00 | -389533.00 | -373878.00 | -471846.00 | -306318.00 | -333246.00 | -310052.00 | -332887.00 | -334943.00 | -333163.00 | -333063.00 | -329826.00 | -335464.00 | -356281.00 | ||||||||||||||||||||||||||||||||||||||||||||
| Return on Sales [ROS] (QoQ)ROS (QoQ) | -2125.00 | -70.00 | 2.00 | -410317.00 | 5,585.00 | 2,818.00 | -9325.00 | 20,474.00 | 16,124.00 | -97541.00 | 165,517.00 | -26976.00 | 23,541.00 | -22920.00 | -3434.00 | -1792.00 | 4,480.00 | 4,227.00 | -5071.00 | -19476.00 |