Equitable Holdings (EQH) Health — Effect of changes in discount rate assumptions

Screener

Other product segments

Term

-$15M—

Similar metrics at other companies

HMNSupplemental health — Effect of changes in discount rate assumptions

-$88.9M+5.9%

METAccident & health insurance — Effect of changes in discount rate assumptions

-$3.45B-56.7%

AFLMedical and other health — Effect of changes in discount rate assumptions

-$1.58B-156%

GELife — Effect of changes in discount rate assumptions

$92M+188%

AFLAccident — Effect of changes in discount rate assumptions

-$147M-2.8%

AFLCancer — Effect of changes in discount rate assumptions

-$1.47B-217%

Other financials

Income statement

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Revenue$1.7B-29.8%

Net income-$453.0M-29.8%

EPS (diluted)-$1.68-38.8%

Balance sheet

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Cash & equivalents$17.2B+14.9%

Total debt$3.8B-11.4%

Total equity-$785.0M-168%

Total assets$334.66B+10.4%

Cash flow

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Operating cash flow$643.0M+88.6%

Valuation

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Market cap$14B-9.3%

Enterprise value$658.75M-86.3%

P/S1.3×+0.2×

Profitability

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Net margin-5.9%—

Returns & leverage

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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 us-gaap:AociLiabilityForFuturePolicyBenefitExpectedNetPremiumBeforeTax.

The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.

Filed: Aug 6, 2026, 2:06 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0001333986-26-000040

Line item	Six Months Ended June 30, 2026 / Retirement / Payout	Six Months Ended June 30, 2026 / Corporate & Other / Term	Six Months Ended June 30, 2026 / Corporate & Other / Group Pension	Six Months Ended June 30, 2026 / Corporate & Other / Health	Six Months Ended June 30, 2025 / Retirement / Payout	Six Months Ended June 30, 2025 / Corporate & Other / Term	Six Months Ended June 30, 2025 / Corporate & Other / Group Pension	Six Months Ended June 30, 2025 / Corporate & Other / Health
Interest accrual	—	43	—	—	—	47	—	(1)
Net premiums collected	—	(81)	—	2	—	(90)	—	3
Ending Balance at original discount rate	—	1,725	—	(23)	—	1,882	—	(26)
Effect of changes in discount rate assumptions	—	(15)	—	1	—	—	—	1
Balance, end of period	—	$1,710	—	$(22)	—	$1,882	—	$(25)
Present Value of Expected Future Policy Benefits
Balance, beginning of period	$5,243	$3,058	$432	$1,293	$5,050	$3,216	$460	$1,337
Beginning balance of original discount rate	5,402	2,991	472	1,458	5,390	3,215	514	1,555

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's health — effect of changes in discount rate assumptions?: Equitable Holdings (EQH) reported health — effect of changes in discount rate assumptions of $1M in Q2 2026.
How has Equitable Holdings's health — effect of changes in discount rate assumptions changed year-over-year?: Equitable Holdings's health — effect of changes in discount rate assumptions decreased by 0.0% year-over-year, from $1M to $1M.
What does health — effect of changes in discount rate assumptions mean?: This metric quantifies the impact on the valuation of future policy benefits caused by changes in the discount rate used for actuarial calculations. It reflects the sensitivity of the company's liabilities to market interest rate shifts.