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Jefferies Financial Group JEF Equity Method Investments

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Other financials

Income statement

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Revenue$2.2B+35.0%
Gross profit$2.2B+36.7%
Net income$250.0M+174%
EPS (diluted)$0.70+22.8%

Balance sheet

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Cash & equivalents$15.5B+25.5%
Total debt$19.6B+17.9%
Total equity$10.6B+2.5%
Total assets$79.5B+18.2%

Cash flow

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Operating cash flow-$1.7B+34.8%
CapEx$48.0M+9.9%
Free cash flow-$1.8B+33.6%

Valuation

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Market cap$12.95B+8.7%
Enterprise value$17.15B+5.4%
P/E15×-3.8×
P/S1.6×-0.2×

Profitability

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Gross margin98%+1.2pp
Net margin10.3%+1.1pp
FCF margin17.6%+15.6pp

Returns & leverage

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Return on equity8.3%+2.0pp
Debt / equity1.9×+0.2×

Where this comes from

Reported directly by Jefferies Financial Group in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The source filing: Jefferies Financial Group’s 10-Q, filed July 9, 2026.

Filed
Jul 9, 2026, 4:20 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000096223-26-000025

We have equity securities without readily determinable fair values, which we account for at cost, minus impairment, which are presented within Other assets and were $21.9 million at both May 31, 2026 and November 30, 2025. There were no impairments or downward adjustments on these investments during both the three and six months ended May 31, 2026 and 2025.

Item 1. Financial Statements.

FAQ

What is Jefferies Financial Group's equity method investments?
Jefferies Financial Group (JEF) reported equity method investments of $21.9M in Q1 2026.
How has Jefferies Financial Group's equity method investments changed year-over-year?
Jefferies Financial Group's equity method investments decreased by 0.0% year-over-year, from $21.9M to $21.9M.
What is the long-term trend for Jefferies Financial Group's equity method investments?
Over 5 years (2020 to 2025), Jefferies Financial Group's equity method investments has grown at a -58.1% compound annual growth rate (CAGR), from $1.69B to $21.9M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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