Evercore EVR Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Revenues by Business | ||||||
| Investment Banking & Equities | $1.37B+8.2% | $1.26B+24.5% | $1.02B+25.1% | $812.17M+20.4% | $674.53M-29.3% | |
| Investment Management | $22.83M-2.9% | $23.52M+3.6% | $22.69M+4.8% | $21.66M+6.7% | $20.3M-5.0% | |
| Other Revenue, net by Business | ||||||
| Investment Banking & Equities | $6.29M-69.4% | $20.54M-20.8% | $25.93M+8.3% | $23.95M+206% | $7.82M-60.9% | |
| Investment Management | $185K-39.3% | $305K+41.9% | $215K-77.9% | $975K+242% | -$686K-364% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Investment Banking & Equities | $326.95M+7.4% | $304.53M+42.5% | $213.76M+46.5% | $145.96M+36.8% | $106.69M-48.7% | |
| Investment Management | $4.83M-44.7% | $8.73M+147% | $3.53M-32.7% | $5.24M-2.4% | $5.37M-1.0% | |
| Revenue from Contract with Customer by Business | ||||||
| Investment Banking & Equities | $1.36B+9.5% | $1.24B+25.6% | $990.26M+25.6% | $788.22M+18.2% | $666.71M-28.6% | |
| Investment Management | $22.64M-2.5% | $23.21M+3.3% | $22.48M+8.7% | $20.68M-1.4% | $20.98M-0.5% | |
| Income (Loss) from Continuing Operations before Equity Method Investments, Income Taxes, Noncontrolling Interest by Business | ||||||
| Investment Banking & Equities | $326.94M+7.4% | $304.51M+42.5% | $213.75M+46.5% | $145.95M+36.7% | $106.73M-48.7% | |
| Investment Management | $3.79M-50.5% | $7.65M+212% | $2.46M-44.7% | $4.44M-0.4% | $4.46M-0.5% | |
| Total Assets by Business | ||||||
| Investment Banking & Equities | $4.19B-19.2% | $5.18B+21.1% | $4.28B+19.7% | $3.58B+12.5% | $3.18B-21.0% | |
| Investment Management | $127.43M-26.5% | $173.38M+22.7% | $141.36M+23.7% | $114.26M+23.1% | $92.84M-38.8% | |
| Non-Compensation by Business | ||||||
| Investment Banking & Equities | $152.66M-4.5% | $159.93M+16.0% | $137.83M+5.4% | $130.77M+9.2% | $119.77M+0.4% | |
| Investment Management | $4.13M-7.0% | $4.44M+5.6% | $4.2M+3.5% | $4.06M+0.3% | $4.05M-0.8% | |
| Other Operating Expenses by Business | ||||||
| Investment Banking & Equities | $15.33M-13.3% | $17.68M+26.8% | $13.95M+10.7% | $12.61M+17.9% | $10.69M+10.4% | |
| Investment Management | $321K-42.4% | $557K+63.3% | $341K+0.3% | $340K+11.8% | $304K-7.6% | |
| Interest expense on Notes Payable, Line of Credit and Other Financing Arrangements by Business | ||||||
| Investment Banking & Equities | $8.78M+0.3% | $8.75M+23.1% | $7.11M+68.9% | $4.21M+0.4% | $4.19M0.0% | |
| Investment Management | $113K— | —— | —— | —— | —— | |
| Employee Compensation and Benefits by Business | ||||||
| Investment Banking & Equities | $889.15M+11.1% | $800.32M+20.4% | $664.62M+24.1% | $535.45M+19.5% | $448.03M-28.5% | |
| Investment Management | $14.92M+30.5% | $11.43M-28.7% | $16.04M+21.8% | $13.16M+11.6% | $11.8M-7.8% | |
| Technology and Information Services by Business | ||||||
| Investment Banking & Equities | $38.96M+2.4% | $38.05M+6.6% | $35.7M+0.8% | $35.41M+9.8% | $32.25M+224% | |
| Investment Management | $1.46M+15.4% | $1.26M+0.8% | $1.25M+6.6% | $1.18M+5.5% | $1.12M+348% | |
| Occupancy and Equipment Rental by Business | ||||||
| Investment Banking & Equities | $26.44M-5.7% | $28.04M+4.2% | $26.9M+2.4% | $26.26M+4.6% | $25.1M+6.6% | |
| Investment Management | $627K+10.4% | $568K-9.3% | $626K-4.1% | $653K+4.0% | $628K+11.3% | |
| Travel and Related Expenses by Business | ||||||
| Investment Banking & Equities | $27.61M+6.3% | $25.97M+12.9% | $23.01M-3.0% | $23.73M+8.8% | $21.81M+7.7% | |
| Investment Management | $264K-33.2% | $395K+64.6% | $240K-5.9% | $255K+23.2% | $207K-32.6% | |
| Income from Equity Method Investments by Business | ||||||
| Investment Banking & Equities | $8K-63.6% | $22K+100% | $11K0.0% | $11K+129% | -$38K-223% | |
| Investment Management | $1.04M-2.9% | $1.07M+0.3% | $1.07M+33.2% | $804K-12.3% | $917K-3.1% | |
| Depreciation and Amortization by Business | ||||||
| Investment Banking & Equities | $12.29M+1.2% | $12.14M+57.1% | $7.73M+21.8% | $6.34M+7.6% | $5.89M+2.2% | |
| Investment Management | $152K+10.1% | $138K+6.2% | $130K+20.4% | $108K+30.1% | $83K+12.2% | |
| Professional Fees by Business | ||||||
| Investment Banking & Equities | $27.54M-10.6% | $30.8M+25.6% | $24.53M+11.2% | $22.06M+4.3% | $21.14M+313% | |
| Investment Management | $816K-22.2% | $1.05M-8.3% | $1.14M+6.5% | $1.07M-13.8% | $1.25M+600% | |
| Execution, Clearing and Custody Fees by Business | ||||||
| Investment Banking & Equities | $2.7M+6.0% | $2.55M+2.0% | $2.5M-8.5% | $2.73M-5.3% | $2.88M-4.8% | |
| Investment Management | $487K+4.7% | $465K-0.2% | $466K+3.3% | $451K-2.6% | $463K+4.0% | |
| Revenue from Contract with Customer by Product | ||||||
| Advisory Fees | $1.24B+10.3% | $1.13B+27.7% | $883.71M+26.7% | $697.74M+25.2% | $557.35M-34.4% | |
| Asset Management and Administration Fees | $22.64M-2.5% | $23.21M+3.3% | $22.48M+8.7% | $20.68M-1.4% | $20.98M-0.5% | |
| Commissions and Related Revenue | $62.66M-5.8% | $66.49M+5.8% | $62.82M+7.8% | $58.27M+5.7% | $55.11M-5.1% | |
| Underwriting Fees | $55.07M+11.3% | $49.46M+13.1% | $43.73M+35.8% | $32.21M-40.6% | $54.26M+106% | |
| Wealth Management | $22.64M-2.5% | $23.21M+3.3% | $22.48M+8.7% | $20.68M-1.4% | $20.98M-0.5% | |
| Net Revenues by Geography | ||||||
| Americas | $1.15B+15.7% | $995.59M+23.1% | $808.96M+19.9% | $674.85M+14.8% | $587.91M-21.3% | |
| Asia-Pacific | $14.12M-44.9% | $25.61M+12.1% | $22.85M+199% | $7.63M-71.9% | $27.14M+41.8% | |
| Europe, Middle East and Africa ("EMEA") | $219.01M-11.1% | $246.23M+36.1% | $180.93M+43.1% | $126.43M+74.0% | $72.66M-61.5% | |
| United States | $1.06B+12.9% | $937.36M+21.6% | $770.88M+24.8% | $617.68M+10.3% | $559.8M-19.6% | |
| Total Assets by Geography | ||||||
| Americas | $2.57B-24.3% | $3.4B+9.2% | $3.11B+3.1% | $3.02B+11.1% | $2.71B-22.4% | |
| Asia-Pacific | $66.27M-10.0% | $73.65M+9.4% | $67.31M+9.3% | $61.59M+16.4% | $52.92M-15.9% | |
| Europe, Middle East and Africa ("EMEA") | $1.68B-11.1% | $1.89B+51.7% | $1.24B+104% | $610.51M+21.3% | $503.3M-18.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Evercore break its business down?
- Evercore (EVR) reports net revenues by business across 2 parts — Investment Banking & Equities and Investment Management. Each is extracted from the segment footnotes and tracked over time.
- Where does Evercore's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Evercore's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
