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Jun 30, 2023

Evercore Q2 2023 Earnings Report

Evercore's Q2 2023 results were announced, showing decreased net revenues but increased underwriting fees.

Key Takeaways

Evercore reported second quarter net revenues of $499.4 million on a U.S. GAAP basis and $505.1 million on an Adjusted basis, a decrease of 21% compared to the previous year. However, underwriting fees increased by 183% year-over-year, driven by an increase in the number of transactions. The firm's adjusted EPS was $0.96, compared to $2.46 in the prior year.

Second Quarter and First Half Net Revenues were $499.4 million and $1.1 billion, respectively, on a U.S. GAAP basis and $505.1 million and $1.1 billion, respectively, on an Adjusted basis.

Evercore participated in two of the top three largest follow-on offerings in the quarter, including lead-left bookrunner on GE Healthcare Technologies, Inc.’s $2.2 billion follow-on offering.

Advisory Senior Managing Directors committed to join Evercore, strengthening coverage in European Telecommunications, Technology, Sponsors, Industrials, Business Services and Real Estate.

Returned $418.7 million to shareholders during the first six months of 2023 through dividends and repurchases of 2.7 million shares at an average price of $128.01.

Total Revenue
$505M
Previous year: $637M
-20.8%
EPS
$0.96
Previous year: $2.46
-61.0%
Assets Under Management
$11.5K
Previous year: $10.5B
-100.0%
Bookrunner Underwriting Trans
14
Previous year: 5
+180.0%
Fees >$1M Advisory Client Trans
77
Previous year: 100
-23.0%
Gross Profit
$129M
Previous year: $213M
-39.2%
Cash and Equivalents
$521M
Previous year: $444M
+17.2%
Total Assets
$3.05B
Previous year: $3.01B
+1.3%

Evercore

Evercore

Evercore Revenue by Segment

Forward Guidance

We continue to focus on serving our clients. It has been an extraordinary time to recruit exceptional talent and we are proud of our hiring success so far this year, positioning the Firm for when the market recovers.

Revenue & Expenses

Visualization of income flow from segment revenue to net income