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Equitable Holdings, Inc. (EQH)

For the quarter ending 2025-06-30, EQH made $2,362M in revenue. -$367M in net income. Net profit margin of -15.54%.

Overview

Revenue
$2,362M
Net Income
-$367M
Net Profit Margin
-15.54%
EPS
-$1.21
Unit: Million (M) dollars
Revenue Breakdown
    • Stock Option
    • Investment management and servic...
    • Fixed Maturities
    • Others

Unit: Million (M) dollars (except for numbers of shares and EPS)
2025-06-30
2024-09-30
2024-06-30
Total revenues2,362 3,076 3,510
Policyholders benefits787 663 667
Other operating costs and expenses427 329 427
Change in market risk benefits and purchased market risk benefits606 -79 133
Remeasurement of liability for future policy benefits13 -16 8
Compensation and benefits592 571 577
Interest expense61 55 62
Interest credited to policyholders account balances796 708 605
Commissions and distribution-related payments488 485 463
Amortization of deferred policy acquisition costs193 184 169
Total benefits and other deductions2,725 3,090 2,829
Income (loss) from continuing operations, before income taxes-363 -14 681
Income tax (expense) benefit-80 -40 116
Net income (loss)-283 26 565
Less net income (loss) attributable to the noncontrolling interest66 160 137
Net income (loss) attributable to holdings-349 -134 428
Less preferred stock dividends18 14 26
Net income (loss) available to holdings common shareholders, basic-367 -148 402
Net income (loss) available to holdings common shareholders, diluted- -148 402
Basic (in dollars per share)-1.21 -0.47 1.24
Basic (in shares)303,200,000 318,200,000 324,200,000
Diluted (in dollars per share)-1.21 -0.47 1.23
Diluted (in shares)303,200,000 318,200,000 327,300,000
Unit: Million (M) dollars (except for numbers of shares and EPS)

Income Statement

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Net income (loss)available to holdings...-$367M (-191.29%↓ Y/Y)Equity MethodInvestments$39M Fixed Maturities$938M Mortgages$256M Other Investments$40M Policy Loans$52M Trading AssetsExcluding Debt And Equity...$65M Net income (loss)attributable to holdings-$349M (-181.54%↓ Y/Y)Less preferred stockdividends$18M (-30.77%↓ Y/Y)Gross investmentincome (loss)$1,390M Less net income(loss) attributable to...$66M (-51.82%↓ Y/Y)Net income (loss)-$283M (-150.09%↓ Y/Y)Income tax (expense)benefit-$80M (-168.97%↓ Y/Y)Investment management andservice fees$1,272M (2.58%↑ Y/Y)Net investmentincome (loss)$1,355M (16.21%↑ Y/Y)Policy charges and feeincome$626M (1.46%↑ Y/Y)Other income$294M (-31.47%↓ Y/Y)Premiums$260M (-7.80%↓ Y/Y)Investment expenses-$35M Equity Futures$472M Stock Option$4,235M Income (loss) fromcontinuing operations,...-$363M (-153.30%↓ Y/Y)Total revenues$2,362M (-32.71%↓ Y/Y)Total investmentgains (losses), net-$71M (-343.75%↓ Y/Y)Net derivativegains (losses)-$1,374M (-560.58%↓ Y/Y)Derivative Gain Loss OnDerivative Net$3,322M Currency Foward-$6M Interest Rate Futures-$98M Interest Rate Option-$1M Credit Default Swap-$3M Currency Swap-$57M Equity Swap-$1,204M Interest Rate Swap-$16M Total benefits andother deductions$2,725M (-3.68%↓ Y/Y)Remeasurement of liability forfuture policy benefits$13M (62.50%↑ Y/Y)Change in market riskbenefits and purchased...$606M (355.64%↑ Y/Y)Credit and intent tosell losses on...$54M (260.00%↑ Y/Y)Other investmentgains (losses), net-$17M (-1600.00%↓ Y/Y)Embedded DerivativeFinancial Instruments-$4,696M Amortization of deferredpolicy acquisition...$193M (14.20%↑ Y/Y)Commissions anddistribution-related payments$488M (5.40%↑ Y/Y)Interest credited topolicyholders account...$796M (31.57%↑ Y/Y)Interest expense$61M (-1.61%↓ Y/Y)Compensation and benefits$592M (2.60%↑ Y/Y)Other operating costsand expenses$427M (0.00%↑ Y/Y)Policyholders benefits$787M (17.99%↑ Y/Y)Derivative Gain Loss OnDerivative Net-$4,696M