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Equitable Holdings EQH Group Retirement — Benefits, Losses And Expenses, Adjusted

Discontinued — last reported Q2 '25

Other segment segments

Retirement
$1.16B
Asset Management
$629M-0.2%
Wealth Management
$441M+17.6%

Similar metrics at other companies

Principal Financial Group logo
PFGSegment Retirement And Income Solutions — Operating Expenses Including Deferred Acquisition Costs Capitalization And Amortization
$448.7M+2.0%
Prudential Financial logo
PRURetirement — Total benefits and expenses
$4.89B+55.6%
Corebridge Financial logo
CRBGGroup Retirement — Total benefits and expenses
Corebridge Financial logo
CRBGGroup Retirement — General operating expenses
Corebridge Financial logo
CRBGGroup Retirement — Other Operating Expenses
Corebridge Financial logo
CRBGIndividual Retirement — Total benefits and expenses

Other financials

Income statement

See full
Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

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Cash & equivalents$9.9B+21.3%
Total debt$3.8B-11.4%
Total equity$273.0M-88.6%
Total assets$310.38B+8.0%

Cash flow

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Operating cash flow$499.0M+216%

Valuation

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Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-0.2×

Profitability

See full
Net margin-5.9%

Returns & leverage

See full
Return on equity-42%
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept eqh:BenefitsLossesAndExpensesAdjusted.

The official record: Equitable Holdings’s 10-Q, filed August 11, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's group retirement — benefits, losses and expenses, adjusted?
Equitable Holdings (EQH) reported group retirement — benefits, losses and expenses, adjusted of $137M in Q2 2025.
How has Equitable Holdings's group retirement — benefits, losses and expenses, adjusted changed year-over-year?
Equitable Holdings's group retirement — benefits, losses and expenses, adjusted increased by 17.1% year-over-year, from $117M to $137M.
What does group retirement — benefits, losses and expenses, adjusted mean?
The total adjusted operating costs for the group retirement business.
How do you interpret group retirement — benefits, losses and expenses, adjusted?
An increase relative to revenue suggests margin compression, while a decrease indicates improved operational efficiency.
How does group retirement — benefits, losses and expenses, adjusted compare across companies?
Commonly used as a total expense ratio component in insurance segment reporting.