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Equitable Holdings EQH Momentum — Capitalization

Other product segments

SCS
$190M+12.4%
VUL
$27M-27.0%
IE
$23M+15.0%
EG
$15M-6.3%
UL
$4M+100%
EI
$2M0.0%
IUL
$2M-33.3%
Term
$2M0.0%
GMxB Core
$1M0.0%
CB
$0
GMxB Legacy
$0

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AFLAccident — Capitalization
$32M0.0%
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AFLCancer — Capitalization
$88M+12.8%
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AFLDisability — Capitalization
$28M-6.7%
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AFLOther — Capitalization
$1M0.0%
Unum logo
UNMGroup Disability — Capitalization
$17.7M+9.3%

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:DeferredPolicyAcquisitionCostsAdditions.

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 itemSix Months Ended June 30, 2026 / Retirement / GMx B CoreSix Months Ended June 30, 2026 / Retirement / EISix Months Ended June 30, 2026 / Retirement / IESix Months Ended June 30, 2026 / Retirement / SCSSix Months Ended June 30, 2026 / Retirement / EGSix Months Ended June 30, 2026 / Retirement / MomentumSix Months Ended June 30, 2026 / Corporate and Other / TermSix Months Ended June 30, 2026 / Corporate and Other / ULSix Months Ended June 30, 2026 / Corporate and Other / VULSix Months Ended June 30, 2026 / Corporate and Other / IULSix Months Ended June 30, 2026 / Corporate and Other / GMx B LegacyCorporate and Other / CBTotal
(in millions)
Balance, beginning of period$1,587$153$273$2,274$789$79$288$167$1,143$181$472$98$7,504
Capitalization63541373305265739594
Amortization (1)(81)(6)(13)(192)(24)(8)(17)(6)(35)(6)(29)(4)(421)
Recovery of acquisition costs (2)(42)(8)(3)(4)(1)(58)
Balance, end of period$1,569$152$301$2,413$795$76$265$164$1,161$177$452$94$7,619

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's momentum — capitalization?
Equitable Holdings (EQH) reported momentum — capitalization of $2M in Q2 2026.
How has Equitable Holdings's momentum — capitalization changed year-over-year?
Equitable Holdings's momentum — capitalization decreased by 0.0% year-over-year, from $2M to $2M.
What is the long-term trend for Equitable Holdings's momentum — capitalization?
Over 4 years (2021 to 2025), Equitable Holdings's momentum — capitalization has grown at a -8.9% compound annual growth rate (CAGR), from $16M to $11M.
What does momentum — capitalization mean?
This represents the total capital allocated or invested specifically into the Momentum segment to support its operational and regulatory requirements. It serves as a measure of the financial resources committed to this business unit to sustain its product offerings and risk management activities. Monitoring this helps assess the company's commitment to the segment's growth and its ability to absorb potential losses.

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