•
Sep 30, 2023

Evercore Q3 2023 Earnings Report

Evercore reported third quarter results, with net revenues of $570.2 million on a U.S. GAAP basis and $576.1 million on an adjusted basis.

Key Takeaways

Evercore reported Q3 2023 results, showing a slight decrease in net revenues compared to Q3 2022. The company advised on significant transactions, including Chevron's acquisition of Hess. Evercore ISI maintained its #1 rank for equity research.

Third Quarter Net Revenues were $570.2 million on a U.S. GAAP basis and $576.1 million on an Adjusted basis.

Evercore advised Chevron on its $60 billion acquisition of Hess.

Evercore advised WestRock on its $20 billion merger with Smurfit Kappa and Danaher on its spin-off of Veralto.

Evercore ISI achieved Institutional Investors All-America Equity Research #1 rank on a weighted basis for the second year in a row.

Total Revenue
$574M
Previous year: $583M
-1.5%
EPS
$1.3
Previous year: $2.2
-40.9%
Assets Under Management
$11.3K
Previous year: $9.99B
-100.0%
Bookrunner Underwriting Trans
10
Previous year: 11
-9.1%
Fees >$1M Advisory Client Trans
86
Previous year: 99
-13.1%
Gross Profit
$146M
Previous year: $197M
-26.0%
Cash and Equivalents
$493M
Previous year: $473M
+4.1%
Total Assets
$11.3B
Previous year: $1.3B
+767.2%

Evercore

Evercore

Evercore Revenue by Segment

Forward Guidance

We are encouraged by some of the positive leading indicators we see both internally and in the market. And while the normalization of market activity will continue to take time, we remain focused on serving our clients and building for the long term.

Revenue & Expenses

Visualization of income flow from segment revenue to net income