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

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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 eqh:BenefitsLossesAndExpensesAdjusted.

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 itemRetirementAsset ManagementWealth ManagementCorporate & OtherEliminationsTotal
Amortization of deferred policy acquisition costs16450214
Compensation and benefits204638547615
Interest expense and financing fees758(4)61
Significant segment expenses1,213664438639(239)2,715
Other segment items (1)831862761(8)349
Income taxes(50)(36)(16)18(84)
Less: Operating (earnings) loss attributable to the noncontrolling interest90191
Operating earnings (loss)$402$158$63$(135)$488

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's retirement — benefits, losses and expenses, adjusted?
Equitable Holdings (EQH) reported retirement — benefits, losses and expenses, adjusted of $1.21B in Q2 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 20.0% year-over-year, from $1.01B to $1.21B.
What does retirement — benefits, losses and expenses, adjusted mean?
The aggregate of all adjusted operating costs for the retirement segment, including policy benefits, commissions, and administrative expenses. This provides a comprehensive view of the segment's total operational cost structure.

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