Jun 2026 (Q2 FY26) — Jul 29, 2026
Evercore Q2 FY26 — Record Revenues and Strong Backlog Drive Optimism
Read the full callEvercore earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 998 | +19.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 95.3 | −2.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $319.91 on 14 Oct 2025 → $256.62. High $383.12 (15 Jan 2026), low $254.45 (14 Oct 2026).
Overview
Call summaries
Evercore Q2 FY26 — Record Revenues and Strong Backlog Drive Optimism
Read the full callEvery analysed call
Financials
Net profit, year on year: −2% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 738 | 980 | 699 | 838 | 1,046 | 1,297 | 1,400 | 998 |
| Interest | 4 | 4 | 4 | 4 | 7 | 9 | 9 | 8 |
| Profit before tax | 122 | 213 | 111 | 150 | 216 | 312 | 331 | 147 |
| Tax rate | 28.7% | 27.6% | −37.5% | 29.4% | 27.7% | 29.1% | 2.7% | 28.0% |
| Net profit | 78 | 140 | 146 | 97 | 145 | 204 | 301 | 95 |
| EPS ($ per share) | 2.05 | — | 3.78 | 2.51 | 3.73 | — | 7.73 | 2.47 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 365 | 558 | 799 | 1,418 | 1,768 | 1,893 | 2,134 | 2,582 |
| Total liabilities | 1,118 | 1,472 | 1,882 | 2,167 | 1,895 | 1,921 | 2,232 | 3,038 |
| Fixed assets | 81 | 127 | 149 | 149 | 143 | 138 | 145 | 190 |
| Investments | 305 | 624 | 1,061 | 1,785 | 1,433 | 1,437 | 1,519 | 1,581 |
| Total assets | 2,126 | 2,599 | 3,371 | 3,803 | 3,621 | 3,703 | 4,174 | 5,358 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 850 | 505 | 978 | 1,385 | 531 | 458 | 988 | 1,256 |
| Cash from investing | -213 | -373 | -484 | -706 | 313 | 16 | -67 | -98 |
| Cash from financing | -453 | -290 | -308 | -925 | -736 | -557 | -629 | -636 |
| Net cash flow | 183 | -156 | 194 | -251 | 85 | -67 | 277 | 554 |
| Capital expenditure | -33 | -71 | -53 | -28 | -23 | -20 | -30 | -74 |
| Free cash flow | 816 | 434 | 925 | 1,357 | 508 | 438 | 958 | 1,182 |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Investment Banking and Equities | 94% | 95% | 95% | 94% | 95% | 96% | 97% | 94% | +18.8% |
| Investment Management | 3% | 2% | 3% | 2% | 2% | 2% | 2% | 2% | +14.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
27 filings between Dec 9, 2025 and Jun 11, 2026.
Purchases
$580.9K
1 purchase by 1 insider
Sales
$5.05M
4 sales by 4 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LaLonde Timothy Gilbert | — | $2.68M | Jun 11, 2026 |
| Klurfeld Jason | — | $1.80M | Feb 6, 2026 |
| Williamson Sarah K | $580.9K | — | Mar 6, 2026 |
| Pensa Paul | — | $507.9K | Feb 5, 2026 |
| Carlton Pamela G | — | $65.9K | Dec 9, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 11, 2026 | LaLonde Timothy Gilbert Chief Financial Officer | Sale | 7,808 | $2.68M |
| Jun 10, 2026 | FUTTER ELLEN V Director | Award | 364 | $0 |
| Jun 10, 2026 | MILLARD ROBERT B Director | Award | 815 | $0 |
| Jun 10, 2026 | Harris Gail Block Director | Award | 364 | $0 |
| Jun 10, 2026 | OVERLOCK WILARD J JR Director | Award | 727 | $0 |
| Jun 10, 2026 | Robertson Sir Simon Director | Award | 364 | $0 |
| Jun 10, 2026 | VARNEY CHRISTINE A Director | Award | 727 | $0 |
| Jun 10, 2026 | WHEELER WILLIAM J Director | Award | 364 | $0 |
| Jun 10, 2026 | Williamson Sarah K Director | Award | 727 | $0 |
| Jun 10, 2026 | Carlton Pamela G Director | Award | 364 | $0 |
| Mar 6, 2026 | Williamson Sarah K Director | Purchase | 2,000 | $580.9K |
| Feb 19, 2026 | Pensa Paul Contr, Prin. Acct.Officer | Award | 1,867 | $0 |
| Feb 19, 2026 | Altman Roger C Founder and Senior Chairman | Award | 30,062 | $0 |
| Feb 19, 2026 | Klurfeld Jason General Counsel | Award | 8,799 | $0 |
| Feb 19, 2026 | LaLonde Timothy Gilbert Chief Financial Officer | Award | 12,465 | $0 |
| Feb 19, 2026 | Lindsey-Clark Matthew Co-Head EMEA IB | Award | 7,638 | $0 |
| Feb 19, 2026 | WEINBERG JOHN S CEO/Chairman | Award | 31,528 | $0 |
| Feb 13, 2026 | Klurfeld Jason General Counsel | Tax withheld | 374 | $122.9K |
| Feb 6, 2026 | Klurfeld Jason General Counsel | Sale | 5,000 | $1.80M |
| Feb 5, 2026 | Pensa Paul Contr, Prin. Acct.Officer | Sale | 1,450 | $507.9K |
| Feb 4, 2026 | Lindsey-Clark Matthew Co-Head EMEA IB | Tax withheld | 3,578 | $1.24M |
| Feb 4, 2026 | Pensa Paul Contr, Prin. Acct.Officer | Tax withheld | 1,255 | $434.5K |
| Feb 4, 2026 | Altman Roger C Founder and Senior Chairman | Tax withheld | 13,554 | $4.69M |
| Feb 4, 2026 | Klurfeld Jason General Counsel | Tax withheld | 5,319 | $1.84M |
| Feb 4, 2026 | LaLonde Timothy Gilbert Chief Financial Officer | Tax withheld | 7,320 | $2.53M |
| Feb 4, 2026 | WEINBERG JOHN S CEO/Chairman | Tax withheld | 13,360 | $4.63M |
| Dec 9, 2025 | Carlton Pamela G Director | Sale | 192 | $65.9K |
| Sep 5, 2025 | Harris Gail Block Director | Gift | 33 | $0 |
| Aug 5, 2025 | LaLonde Timothy Gilbert Chief Financial Officer | Sale | 8,407 | $2.48M |
| Aug 1, 2025 | Klurfeld Jason General Counsel | Sale | 5,500 | $1.57M |
| Jun 11, 2025 | WHEELER WILLIAM J Director | Award | 527 | $0 |
| Jun 11, 2025 | Carlton Pamela G Director | Award | 527 | $0 |
| Jun 11, 2025 | Robertson Sir Simon Director | Award | 527 | $0 |
| Jun 11, 2025 | Harris Gail Block Director | Award | 527 | $0 |
| Jun 11, 2025 | OVERLOCK WILARD J JR Director | Award | 1,054 | $0 |
| Jun 11, 2025 | Williamson Sarah K Director | Award | 1,054 | $0 |
| Jun 11, 2025 | MILLARD ROBERT B Director | Award | 1,181 | $0 |
| Jun 11, 2025 | FUTTER ELLEN V Director | Award | 527 | $0 |
| Mar 10, 2025 | Klurfeld Jason General Counsel | Award | 30,000 | $0 |
| Feb 20, 2025 | Altman Roger C Founder and Senior Chairman | Award | 15,711 | $0 |
| Feb 20, 2025 | Klurfeld Jason General Counsel | Award | 8,318 | $0 |
| Feb 20, 2025 | LaLonde Timothy Gilbert Chief Financial Officer | Award | 12,292 | $0 |
| Feb 20, 2025 | Pensa Paul Contr, Prin. Acct.Officer | Award | 2,196 | $0 |
| Feb 20, 2025 | WEINBERG JOHN S CEO/Chairman | Award | 22,643 | $0 |
| Feb 13, 2025 | Klurfeld Jason General Counsel | Tax withheld | 374 | $99.7K |
| Feb 12, 2025 | Altman Roger C Founder and Senior Chairman | Gift | 16,300 | $0 |
| Feb 10, 2025 | HYMAN EDWARD S Vice Chair EVR & Chairman EISI | Sale | 17,502 | $4.75M |
| Feb 7, 2025 | HYMAN EDWARD S Vice Chair EVR & Chairman EISI | Sale | 21,184 | $5.87M |
| Feb 7, 2025 | Pensa Paul Contr, Prin. Acct.Officer | Sale | 1,863 | $523.9K |
| Feb 6, 2025 | HYMAN EDWARD S Vice Chair EVR & Chairman EISI | Sale | 17,139 | $4.89M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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