First Merchants Results Presentation Deck slide image

First Merchants Results Presentation Deck

Non-GAAP EFFICIENCY RATIO (dollars in thousands): EFFICIENCY RATIO (dollars in thousands): Non Interest Expense (GAAP) Less: Intangible Asset Amortization Less: OREO and Foreclosure Expenses Adjusted Non Interest Expense (non-GAAP) Net Interest Income (GAAP) Plus: Fully Taxable Equivalent Adjustment Net Interest Income on a Fully Taxable Equivalent Basis (non-GAAP) Non Interest Income (GAAP) Less: Investment Securities Gains (Losses) Adjusted Non Interest Income (non-GAAP) Adjusted Revenue (non-GAAP) Efficiency Ratio (non-GAAP) Adjusted Non Interest Expense (non-GAAP) Acquisition-related expenses Non-core expenses ¹ 1 Adjusted Non Interest Expense Excluding Non-Core Expenses (non-GAAP) Efficiency Ratio Excluding Non-Core Expenses (non-GAAP) 2021 $ 279,213 $ (5,747) (992) First Merchants Corporation Helping you prosper 272,474 410,680 20,586 431,266 109,323 (5,674) 103,649 534,915 50.94% 272,474 272,474 50.94% 4Q22 89,699 $ (2,303) (197) 87,199 148,956 6,370 155,326 24,150 (57) 24,093 179,419 48.60% 87,199 (413) 86,786 48.37% 2022 355,715 (8,275) (823) 346,617 520,203 24,590 544,793 107,941 (1,194) 106,747 651,540 53.20% 346,617 (16,531) 330,086 50.66% $ 1Q23 93,720 $ (2,197) 18 91,541 144,119 6,321 150,440 24,997 1,571 26,568 177,008 51.72% 91,541 91,541 51.72% 2023 92,593 $ (2,182) (916) 89,495 137,835 5,858 143,693 26,319 1,392 27,711 171,404 52.21% 89,495 89,495 52.21% 3Q23 93,854 $ (2,182) (677) 90,995 133,383 5,911 139,294 27,842 1,650 29,492 168,786 53.91% 90,995 90,995 53.91% 4Q23 108,103 $ (2,182) (1,743) 104,178 130,063 5,853 135,916 26,444 2,317 28,761 164,677 63.26% 104,178 (12,682) 91,496 55.56% 2023 388,270 (8,743) (3,318) 376,209 545,400 23,943 569,343 105,602 6,930 112,532 681,875 55.17% 376,209 (12,682) 363,527 53.31% ¹Non-core expenses include one-time charges consisting of $4.3 million from the FDIC special assessment, $6.3 million from early retirement and severance costs, and $2.1 million from a lease termination. 29
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