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Evercore EVR Investment Banking & Equities — Acquisition and Transition Costs

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Other financials

Income statement

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Revenue$990.2M+18.8%
Net income$95.3M-2.0%
EPS (diluted)$2.32-1.7%

Balance sheet

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Cash & equivalents$1.3B+102%
Total debt$1.1B+29.6%
Total equity$1.9B+12.3%
Total assets$4.7B+27.4%

Cash flow

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Operating cash flow$525.5M+20.1%
CapEx$10.7M-58.8%
Free cash flow$514.8M+25.0%

Valuation

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Market cap$12.33B+6.4%
Enterprise value$12.16B+3.0%
P/E16.6×-8.5×
P/S2.6×-1.0×

Profitability

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Net margin15.8%+1.5pp
FCF margin34.5%+11.6pp

Returns & leverage

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Return on equity42.4%+13.3pp
Debt / equity0.6×+0.1×
Current ratio2.5×-0.3×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:BusinessCombinationAcquisitionRelatedCosts.

The source filing: Evercore’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:07 PM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q4 2026
Accession
0001628280-26-053320
Line itemFor the Three Months Ended June 30, 2026For the Three Months Ended June 30, 2025For the Six Months Ended June 30, 2026For the Six Months Ended June 30, 2025
Technology and Information Services42,27735,41181,23667,663
Depreciation and Amortization12,4136,34224,69912,235
Execution, Clearing and Custody Fees2,5562,7295,2565,612
Acquisition and Transition Costs1,6371,8001,637
Other Operating Expenses22,35812,60537,68523,293
Total Non-Compensation$175,789$130,773$328,445$250,547
Investment Management
Occupancy and Equipment Rental$642$653$1,269$1,281

Item 1. Financial Statements

FAQ

What is Evercore's investment banking & equities — acquisition and transition costs?
Evercore (EVR) reported investment banking & equities — acquisition and transition costs of $0 in Q2 2026.
How has Evercore's investment banking & equities — acquisition and transition costs changed year-over-year?
Evercore's investment banking & equities — acquisition and transition costs decreased by 100.0% year-over-year, from $1.64M to $0.
What is the long-term trend for Evercore's investment banking & equities — acquisition and transition costs?
Over 4 years (2021 to 2025), Evercore's investment banking & equities — acquisition and transition costs has grown at a 512.6% compound annual growth rate (CAGR), from $7K to $9.86M.
What does investment banking & equities — acquisition and transition costs mean?
This metric captures the non-recurring expenses associated with integrating acquired businesses or restructuring operations within the investment banking and equities segment. These costs include legal fees, severance, and system integration expenses. Tracking these helps investors isolate the impact of inorganic growth strategies on short-term profitability.

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