Note 19. Segment Reporting

The Company has one reportable segment: consumer finance. The Company allocates resources and assesses financial performance on a consolidated basis because its product offerings require similar technology and marketing strategies, and do not significantly

differ on the bases of geographic areas and/or related regulatory environments. The Company’s chief executive officer is the CODM and is responsible for allocating resources and assessing financial performance.

Consolidated net income is the measure used by the CODM in evaluating the segment profit or loss of the Company. The CODM either reviews or is otherwise regularly provided with amounts for the following measures in the Company’s financial results for the periods indicated:

 

 

 

Year Ended December 31,

 

Dollars in thousands

 

2025

 

 

2024

 

 

2023

 

Interest income

 

$

537,555

 

 

$

491,308

 

 

$

454,856

 

Fee income

 

 

41,394

 

 

 

37,586

 

 

 

34,842

 

Insurance income, net

 

 

45,573

 

 

 

40,695

 

 

 

44,529

 

Other income

 

 

21,076

 

 

 

18,914

 

 

 

17,172

 

Provision for credit losses

 

 

245,432

 

 

 

212,200

 

 

 

220,034

 

Share-based compensation expense

 

 

11,867

 

 

 

11,171

 

 

 

11,755

 

Depreciation and amortization expense

 

 

10,517

 

 

 

9,186

 

 

 

8,218

 

Interest expense

 

 

84,814

 

 

 

74,530

 

 

 

67,463

 

Income tax expense

 

 

13,365

 

 

 

12,848

 

 

 

4,825

 

The following table presents the Company’s revenues from external customers for each significant product and service for the periods indicated:

 

 

 

Year Ended December 31,

 

Dollars in thousands

 

2025

 

 

2024

 

 

2023

 

Large loans

 

$

382,938

 

 

$

337,708

 

 

$

323,898

 

Small loans

 

 

196,011

 

 

 

191,186

 

 

 

165,800

 

Interest and fee income

 

 

578,949

 

 

 

528,894

 

 

 

489,698

 

Insurance income, net

 

 

45,573

 

 

 

40,695

 

 

 

44,529

 

Other income

 

 

21,076

 

 

 

18,914

 

 

 

17,172

 

Total revenue

 

$

645,598

 

 

$

588,503

 

 

$

551,399

 

As part of the CODM’s review and evaluation process for allocating resources, the CODM is provided with consolidated expenses and total assets as noted on the face of the Company’s Consolidated Statements of Comprehensive Income and Consolidated Balance Sheets, respectively.

The Company’s balance sheet expenditures for long-lived assets either reviewed by the CODM or otherwise regularly provided to the CODM are included in the Company’s Consolidated Statements of Cash Flows. These expenditures are represented as “Purchases of intangible assets,” “Purchases of property and equipment,” and “Operating leases paid” within the referenced statements.

The Company operates in the consumer finance industry within the United States and, therefore, does not have any customer concentration or international operations. See Note 3, “Concentrations of Credit Risk,” for additional information regarding the risks relating to geographic concentration.

Historical Timeline

Fiscal YearFiled
2025Feb 20, 2026Showing above
2024Feb 21, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.