Evercore (EVR) Investment Banking & Equities — Special Charges, Including Business Realignment Costs — Quarterly & Annual

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Other financials

Income statement

Revenue$990.2M+18.8%

Net income$95.3M-2.0%

EPS (diluted)$2.32-1.7%

Balance sheet

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

Operating cash flow$525.5M+20.1%

CapEx$10.7M-58.8%

Free cash flow$514.8M+25.0%

Valuation

Market cap$12.33B+6.4%

Enterprise value$12.16B+3.0%

P/E16.6×-8.5×

P/S2.6×-1.0×

Profitability

Net margin15.8%+1.5pp

FCF margin34.5%+11.6pp

Returns & leverage

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 evr:SpecialCharges.

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 item	For the Three Months Ended June 30, 2026	For the Three Months Ended June 30, 2025	For the Six Months Ended June 30, 2026	For the Six Months Ended June 30, 2025
Technology and Information Services	43,961	36,587	84,379	69,954
Depreciation and Amortization	12,577	6,450	25,015	12,426
Execution, Clearing and Custody Fees	3,052	3,180	6,239	6,526
Special Charges, Including Business Realignment Costs	21,315	—	21,315	—
Acquisition and Transition Costs	—	1,637	1,800	1,637
Other Operating Expenses	22,826	12,945	38,474	23,937
Total Expenses	843,623	683,441	1,904,475	1,267,086
Income Before Income from Equity Method Investments and Income Taxes	146,576	150,389	477,302	261,573

Item 1. Financial Statements

FAQ

What is Evercore's investment banking & equities — special charges, including business realignment costs?: Evercore (EVR) reported investment banking & equities — special charges, including business realignment costs of $21.32M in Q2 2026.
What does investment banking & equities — special charges, including business realignment costs mean?: This metric captures non-recurring expenses related to restructuring, business realignment, or organizational optimization within the investment banking and equities segment. These costs typically include severance, lease terminations, and other exit activities designed to improve long-term operational efficiency. Investors monitor this to distinguish between core operating performance and one-time events that temporarily depress profitability.

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