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Mar 31

Evercore Q1 2025 Earnings Report

Evercore reported strong results with significant year-over-year growth in revenue and net income.

Key Takeaways

Evercore delivered a solid performance in Q1 2025, driven by strong advisory revenue and notable transactions, while benefiting from favorable tax impacts and increased client activity.

Net revenues rose 20% YoY to $694.8M on a GAAP basis.

Net income attributable to Evercore Inc. jumped to $146.2M from $85.7M.

EPS climbed to $3.48, with adjusted EPS at $3.49.

Major advisory roles in large deals, including Calpine and Ampere, boosted performance.

Total Revenue
$695M
Previous year: $585M
+18.8%
EPS
$3.49
Previous year: $2.13
+63.8%
Assets Under Management
$13.7B
Previous year: $13B
+5.4%
Advisory Transactions
238
Previous year: 227
+4.8%
Large Advisory Fees
96
Previous year: 91
+5.5%
Cash and Equivalents
$553M
Previous year: $570M
-2.9%

Evercore

Evercore

Evercore Revenue by Segment

Forward Guidance

Evercore expects continued growth, with strength in its advisory business and momentum in private capital markets, while acknowledging typical quarterly fluctuations.

Positive Outlook

  • Momentum across business lines continues.
  • Strong pipeline in strategic advisory and capital markets.
  • Private Capital Advisory posted record Q1 performance.
  • Equities business had best Q1 since 2020.
  • Several Senior MDs committed to join, expanding coverage.

Challenges Ahead

  • Underwriting activity declined versus prior year.
  • Investment fund performance weakened, lowering other revenue.
  • Higher compensation expenses from incentive accruals.
  • Increased non-compensation costs due to headcount and travel.
  • Quarterly performance may fluctuate due to deal timing.