Revenue: As of FY2026 Q2, the actual value is USD 990.2 M.

EPS: As of FY2026 Q2, the actual value is USD 2.32, missing the estimate of USD 2.5415.

EBIT: As of FY2026 Q2, the actual value is USD 147.59 M.

Financial Performance (U.S. GAAP)

Net Revenues

• Second Quarter 2026: $990.2 million, an increase of 19% from $833.8 million in Q2 2025.
• Year-to-Date 2026: $2,381.8 million, an increase of 56% from $1,528.7 million in YTD 2025.

Operating Income

• Second Quarter 2026: $146.6 million, compared to $150.4 million in Q2 2025.
• Year-to-Date 2026: $477.3 million, compared to $261.6 million in YTD 2025.

Net Income Attributable to Evercore Inc.

• Second Quarter 2026: $95.3 million, compared to $97.2 million in Q2 2025.
• Year-to-Date 2026: $396.5 million, compared to $243.4 million in YTD 2025.

Compensation Ratio

• Second Quarter 2026: 64.8%, down from 65.8% in Q2 2025.
• Year-to-Date 2026: 64.9%, down from 66.0% in YTD 2025.

Operating Margin

• Second Quarter 2026: 14.8%, down from 18.0% in Q2 2025.
• Year-to-Date 2026: 20.0%, up from 17.1% in YTD 2025.

Effective Tax Rate

• Second Quarter 2026: 27.8%, down from 29.3% in Q2 2025.
• Year-to-Date 2026: 10.5%, up from 1.0% in YTD 2025.

Financial Performance (Adjusted)

Net Revenues

• Second Quarter 2026: $999.5 million, an increase of 19% from $838.9 million in Q2 2025.
• Year-to-Date 2026: $2,401.0 million, an increase of 56% from $1,538.8 million in YTD 2025.

Operating Income

• Second Quarter 2026: $189.7 million, up from $157.1 million in Q2 2025.
• Year-to-Date 2026: $544.2 million, up from $273.3 million in YTD 2025.

Net Income Attributable to Evercore Inc.

• Second Quarter 2026: $127.1 million, up from $105.4 million in Q2 2025.
• Year-to-Date 2026: $461.8 million, up from $260.2 million in YTD 2025.

Compensation Ratio

• Second Quarter 2026: 63.5%, down from 65.4% in Q2 2025.
• Year-to-Date 2026: 63.8%, down from 65.5% in YTD 2025.

Operating Margin

• Second Quarter 2026: 19.0%, up from 18.7% in Q2 2025.
• Year-to-Date 2026: 22.7%, up from 17.8% in YTD 2025.

Effective Tax Rate

• Second Quarter 2026: 29.4%, down from 30.0% in Q2 2025.
• Year-to-Date 2026: 12.1%, up from 0.5% in YTD 2025.

Segment Revenue (U.S. GAAP)

Investment Banking & Equities

• Advisory Fees:
  • Q2 2026: $775.590 million, up 11% from $697.744 million in Q2 2025.
  • YTD 2026: $2,020.329 million, up 61% from $1,255.093 million in YTD 2025.
• Underwriting Fees:
  • Q2 2026: $97.071 million, up 201% from $32.206 million in Q2 2025.
  • YTD 2026: $152.139 million, up 76% from $86.461 million in YTD 2025.
• Commissions and Related Revenue:
  • Q2 2026: $63.535 million, up 9% from $58.272 million in Q2 2025.
  • YTD 2026: $126.193 million, up 11% from $113.382 million in YTD 2025.

Investment Management

• Asset Management and Administration Fees:
  • Q2 2026: $23.655 million, up 14% from $20.684 million in Q2 2025.
  • YTD 2026: $46.298 million, up 11% from $41.667 million in YTD 2025.
• Other Revenue, net:
  • Q2 2026: $30.348 million, up 22% from $24.924 million in Q2 2025.
  • YTD 2026: $36.818 million, up 15% from $32.056 million in YTD 2025.

Expenses (U.S. GAAP)

Employee Compensation and Benefits

• Second Quarter 2026: $641.791 million, up 17% from $548.611 million in Q2 2025.
• Year-to-Date 2026: $1,545.861 million, up 53% from $1,008.436 million in YTD 2025.

Non-Compensation Costs

• Second Quarter 2026: $180.517 million, up 34% from $134.830 million in Q2 2025.
• Year-to-Date 2026: $337.299 million, up 30% from $258.650 million in YTD 2025.

Special Charges, Including Business Realignment Costs

• Second Quarter 2026: $21.315 million, compared to $0 in Q2 2025.
• Year-to-Date 2026: $21.315 million, compared to $0 in YTD 2025.

Cash Flow

No cash flow data, including operating cash flow or free cash flow, is available in the provided reference.

Unique Metrics

Client Transactions

• Total Number of Fees from Advisory and Underwriting Client Transactions:
  • Q2 2026: 296, up 21% from 245 in Q2 2025.
  • YTD 2026: 494, up 28% from 386 in YTD 2025.
• Total Number of Fees of at Least $1 million from Advisory and Underwriting Client Transactions:
  • Q2 2026: 132, up 19% from 111 in Q2 2025.
  • YTD 2026: 280, up 36% from 206 in YTD 2025.
• Total Number of Underwriting Transactions:
  • Q2 2026: 26, up 100% from 13 in Q2 2025.
  • YTD 2026: 49, up 81% from 27 in YTD 2025.
• Total Number of Underwriting Transactions as a Bookrunner:
  • Q2 2026: 26, up 100% from 13 in Q2 2025.
  • YTD 2026: 47, up 88% from 25 in YTD 2025.

Assets Under Management (AUM)

• As of June 30, 2026: $16,225 million, up 12% from $14,478 million as of June 30, 2025.

Headcount

• Total Employees: Approximately 2,715 as of June 30, 2026, compared to 2,455 as of June 30, 2025.
• Total Investment Banking & Equities Senior Managing Directors (SMDs): 230 as of June 30, 2026, compared to 197 as of June 30, 2025.
• Investment Banking Senior Managing Directors: 188 as of June 30, 2026, compared to 159 as of June 30, 2025.

Capital Return

• Quarterly Dividend: Evercore Inc. declared a quarterly dividend of $0.89 per share on July 28, 2026.
• Shareholder Returns (YTD 2026): The company returned $822.9 million to shareholders through dividends and repurchases of 2.3 million shares at an average price of $324.60.

Liquidity

• As of June 30, 2026: Cash and cash equivalents were $1.3 billion, investment securities and certificates of deposit were $1.1 billion, and current assets exceeded current liabilities by $1.9 billion.
• Notes Payable: $540.0 million as of June 30, 2026.

Outlook

Evercore Inc.’s quarterly results may fluctuate significantly due to the timing and amount of transaction fees earned, as well as other factors. Therefore, financial results in any particular quarter may not be representative of future results over a longer period of time.