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Equitable Holdings EQH Term — Expected future benefit payments and expenses (undiscounted)

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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 us-gaap:LiabilityForFuturePolicyBenefitExpectedFuturePolicyBenefitUndiscountedBeforeReinsurance.

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 itemJune 30, 2026December 31, 2025
Term
Expected future benefit payments and expenses (undiscounted)$5,037$5,214
Expected future gross premiums (undiscounted)6,0706,250
Expected future benefit payments and expenses (discounted; AOCI basis)2,9043,058
Expected future gross premiums (discounted; AOCI basis)3,2793,424
Payout
Expected future benefit payments and expenses (undiscounted)7,9257,683
Expected future gross premiums (undiscounted)

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's term — expected future benefit payments and expenses (undiscounted)?
Equitable Holdings (EQH) reported term — expected future benefit payments and expenses (undiscounted) of $5.04B in Q2 2026.
How has Equitable Holdings's term — expected future benefit payments and expenses (undiscounted) changed year-over-year?
Equitable Holdings's term — expected future benefit payments and expenses (undiscounted) decreased by 7.5% year-over-year, from $5.44B to $5.04B.
What is the long-term trend for Equitable Holdings's term — expected future benefit payments and expenses (undiscounted)?
Over 2 years (2023 to 2025), Equitable Holdings's term — expected future benefit payments and expenses (undiscounted) has grown at a -4.8% compound annual growth rate (CAGR), from $23.69B to $21.48B.
What does term — expected future benefit payments and expenses (undiscounted) mean?
This represents the total nominal cash outflows projected for future benefit payments and related administrative expenses over the life of the term insurance portfolio. It provides a view of the total gross obligation without the impact of time-value-of-money discounting.

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