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Evercore EVR Investment Management — Net Revenues

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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:RevenuesNetOfInterestExpense.

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
Pre-Tax Income$142,492$145,962$469,440$252,653
Identifiable Segment Assets$4,577,617$3,575,400$4,577,617$3,575,400
Investment Management
Net Revenues(1)$23,322$21,659$46,150$41,956
Employee Compensation and Benefits14,49213,16429,40824,960
Non-Compensation(2)4,7284,0578,8548,103
Operating Income4,1024,4387,8888,893
Income from Equity Method Investments1,0008042,0431,721

Item 1. Financial Statements

FAQ

What is Evercore's investment management — net revenues?
Evercore (EVR) reported investment management — net revenues of $23.32M in Q2 2026.
How has Evercore's investment management — net revenues changed year-over-year?
Evercore's investment management — net revenues increased by 7.7% year-over-year, from $21.66M to $23.32M.
What is the long-term trend for Evercore's investment management — net revenues?
Over 4 years (2021 to 2025), Evercore's investment management — net revenues has grown at a 7.7% compound annual growth rate (CAGR), from $65.61M to $88.17M.
What does investment management — net revenues mean?
This represents the total net revenue generated by the investment management segment after accounting for any related revenue adjustments. It serves as the primary top-line indicator of the segment's overall financial contribution to the firm.

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