How do you interpret operating segments — revenue from contracts with customers?

An increase indicates strong client demand for advisory services and successful deal execution, while a decrease suggests a slowdown in investment banking activity.

How does operating segments — revenue from contracts with customers compare across companies?

Comparable to fee-based revenue or investment banking revenue reported by global financial institutions.

Jefferies Financial Group JEF Operating Segments — Revenue From Contracts With Customers

Discontinued — last reported Q2 '18

Similar metrics at other companies

EVRInvestment Banking — Revenue from Contract with Customer

$566.12M-30.1%

HLIOperating Segments — Contracts Revenue

$244.75M-4.8%

EVRInvestment Banking & Equities — Revenue from Contract with Customer

$1.36B+104%

CFGOther Segments — Revenue from contracts with customers

$2M—

EVRAdvisory Fees — Revenue from Contract with Customer

$1.24B+123%

PFGSegment Corporate — Revenue From Contracts With Customers

$87.6M+38.8%

Other financials

Income statement

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Revenue$2.0B+26.6%

Gross profit$2.0B+28.1%

Net income$159.3M+16.4%

EPS (diluted)$0.70+22.8%

Balance sheet

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Cash & equivalents$13.7B+10.1%

Total debt$19.1B+20.0%

Total equity$10.6B+4.0%

Total assets$74.4B+5.9%

Cash flow

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Operating cash flow-$1.7B+34.8%

CapEx$64.9M+30.8%

Free cash flow-$1.8B+33.6%

Valuation

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Market cap$12.7B-32.8%

Enterprise value$18.13B-14.8%

P/E18×-9.1×

P/S1.6×-1.1×

Profitability

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Gross margin97.7%+0.8pp

Net margin9.1%-1.0pp

FCF margin17.6%+15.6pp

Returns & leverage

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Return on equity6.8%-0.2pp

Debt / equity1.8×+0.2×

Where this comes from

Reported directly by Jefferies Financial Group in its filing.

Tagged under the XBRL concept luk:RevenueFromContractsWithCustomers.

The official record: Jefferies Financial Group’s 10-Q, filed May 2, 2018, on SEC EDGAR. View the filing →

Questions, answered.

What does operating segments — revenue from contracts with customers mean?: Revenue earned specifically from providing services to clients under contractual agreements, such as advisory or underwriting fees.
How do you interpret operating segments — revenue from contracts with customers?: An increase indicates strong client demand for advisory services and successful deal execution, while a decrease suggests a slowdown in investment banking activity.
How does operating segments — revenue from contracts with customers compare across companies?: Comparable to fee-based revenue or investment banking revenue reported by global financial institutions.