Aug 31, 2023

Jefferies Q3 2023 Earnings Report

Jefferies reported Q3 2023 financial results, showing net earnings attributable to common shareholders of $51 million and net revenues of $1.18 billion.

Key Takeaways

Jefferies Financial Group reported Q3 2023 results with net revenues of $1.18 billion and net earnings attributable to common shareholders of $51 million, or $0.22 per diluted share. The company saw an improvement in investment banking revenues, offset by a decline in asset management revenues. They are optimistic about investment banking momentum and their strategic alliance with SMBC.

Net earnings attributable to common shareholders were $51 million, or $0.22 per basic and diluted common share.

Net revenues reached $1.18 billion, with $645 million from Investment Banking and $524 million from Capital Markets.

Investment Banking net revenues increased by 28% compared to the previous quarter.

The company has a $250 million authorization for future share repurchases.

Total Revenue
$1.18B
Previous year: $1.53B
-22.5%
EPS
$0.23
Previous year: $1.1
-79.1%
ROATE
2.9%
Previous year: 10%
-71.0%
Gross Profit
$498M
Previous year: $748M
-33.5%
Cash and Equivalents
$8.82B
Previous year: $9.48B
-7.0%
Free Cash Flow
-$518M
Previous year: $1.39B
-137.3%
Total Assets
$56B
Previous year: $55.2B
+1.5%

Jefferies

Jefferies

Jefferies Revenue by Segment

Forward Guidance

Jefferies is optimistic about the market environment and expects momentum in investment banking to continue. They anticipate a more normal capital formation environment in 2024, subject to unforeseen surprises.

Positive Outlook

  • Improving market environment
  • Momentum in investment banking expected to continue
  • Strategic alliance with SMBC showing early success
  • Significant increase in Investment Banking Managing Directors
  • Strong capital base and solid global brand

Challenges Ahead

  • Challenging environment in investment banking in 2023
  • New issue market shut or subdued until recently
  • Asset Management net revenues significantly lower
  • Normalized seasonal slowness in capital markets
  • Meaningful pre-tax loss from legacy merchant banking

Revenue & Expenses

Visualization of income flow from segment revenue to net income