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Jefferies Financial Group JEF Q4 2025 Annual earnings

Reported January 7, 2026 · After market close

Revenue$2.1BBeat by $51.8MDiluted EPS$0.89Beat by $0.01
Revenue estimate$2.0B
EPS estimate$0.88

Next report

Date not yet announced

Financials

Q4 2025

Income statement

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Revenue$2.1B+5.7%
Gross profit$2.0B+7.4%
Net income$211.3M-5.6%
EPS (diluted)$0.85-8.6%

Balance sheet

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Cash & equivalents$15.0B+13.6%
Total debt$18.3B+25.0%
Total equity$10.6B+4.1%
Total assets$76.0B+18.1%

Cash flow

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CapEx$56.0M-19.9%

Valuation & ratios

Valuation

as of 11/30/25
See full
Market cap$11.87B-30.0%
Enterprise value$15.17B-17.6%
P/E17.4×-6.3×
P/S1.6×-0.8×

Profitability

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Gross margin97.4%+0.3pp
Net margin9.3%-0.9pp

Returns & leverage

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Return on equity6.6%-0.6pp
Debt / equity1.7×+0.3×

Segments

By product

See full
Interest$832.2M-8.3%
Principal transactions$378.3M-13.1%
Commissions and other fees$356.0M+19.7%
Internet connection and broadband revenues$57.0M-0.6%
Real estate revenues$50.7M-53.2%

By segment

See full
Investment Banking and Capital Markets$6.2B0.0%
Asset Management$187.0M-40.6%

By geography

See full
Americas$1.2B+24.1%
Asia-Pacific$103.9M-12.1%

Versus estimates

Revenue

Q2 2026$2.2BMiss by $92.8MQ1 2026$2.0BBeat by $35.8M
Q4 2025$2.1BBeat by $51.8M
Q3 2025$2.9BBeat by $985.0MQ2 2025$2.5BBeat by $932.3MQ1 2025$2.5BBeat by $609.8M

Diluted EPS

Q2 2026$1.02Miss by $0.14Q1 2026$0.89In line
Q4 2025$0.89Beat by $0.01
Q3 2025$1.05Beat by $0.25Q2 2025$0.43Miss by $0.01Q1 2025$0.60Miss by $0.34

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Questions, answered.

When did Jefferies Financial Group report Q4 2025 earnings?
Jefferies Financial Group (JEF) reported Q4 2025 earnings on January 7, 2026 after market close.
What were Jefferies Financial Group's Q4 2025 revenue and EPS?
Jefferies Financial Group reported revenue of $2.1B and diluted EPS of $0.89 for Q4 2025.
Did Jefferies Financial Group beat estimates in Q4 2025?
Revenue beat the consensus estimate of $2.0B by $51.8M. EPS beat the consensus estimate of $0.88 by $0.01.
How did Jefferies Financial Group's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 27.4% from $2.9B a year earlier and diluted EPS declined 15.2% from $1.05.
Where can I find Jefferies Financial Group's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000096223-26-000003) and the 10-K periodic report (0000096223-26-000009) directly on SEC EDGAR. The filing index links above go to sec.gov.