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

Other segment segments

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%
Ameriprise Financial logo
AMPRetirement & Protection Solutions — Adjusted Cost And Expenses
$762M+7.2%
Prudential Financial logo
PRURetirement — Other Operating Expenses
$54.75M-3.9%
Prudential Financial logo
PRURetirement Strategies — Benefits, Losses and Expenses
$3.87B+42.3%
Prudential Financial logo
PRURetirement Strategies — Other Operating Expenses
$466.25M-9.7%

Other financials

Income statement

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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

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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 eqh:BenefitsLossesAndExpensesAdjusted.

The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Equitable Holdings's retirement — benefits, losses and expenses, adjusted?
Equitable Holdings (EQH) reported retirement — benefits, losses and expenses, adjusted of $1.16B in Q1 2026.
How has Equitable Holdings's retirement — benefits, losses and expenses, adjusted changed year-over-year?
Equitable Holdings's retirement — benefits, losses and expenses, adjusted increased by 23.8% year-over-year, from $934M to $1.16B.
What does retirement — benefits, losses and expenses, adjusted mean?
The total adjusted operating expenses for the retirement business segment.
How do you interpret retirement — benefits, losses and expenses, adjusted?
Lowering this relative to revenue improves the segment's operating margin and overall profitability.
How does retirement — benefits, losses and expenses, adjusted compare across companies?
Standard 'Total Operating Expenses' metric used to evaluate segment-level profitability.