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Mar 31

Lazard Q1 2025 Earnings Report

Lazard reported $648M in revenue and $60M in net income for Q1 2025, with steady client activity and progress on strategic initiatives.

Key Takeaways

Lazard delivered stable earnings in Q1 2025 amid an uncertain environment, with resilient client engagement and continued execution of its Lazard 2030 strategy.

Generated $60M in net income and $0.56 EPS on both GAAP and adjusted basis

Revenue totaled $648M (GAAP), down from $765M in Q1 2024

Asset Management and Financial Advisory businesses saw declines year-over-year

Launched new ETFs and announced strategic alliance with Arini Capital

Total Revenue
$648M
Previous year: $747M
-13.2%
EPS
$0.56
Previous year: $0.66
-15.2%
Assets Under Management
$227B
Previous year: $250B
-9.2%
Compensation Ratio
65.5%
Previous year: 66%
-0.8%
Cash and Equivalents
$909M
Previous year: $923M
-1.6%
Total Assets
$4.23B
Previous year: $4.59B
-7.7%

Lazard

Lazard

Lazard Revenue by Segment

Forward Guidance

Lazard continues to emphasize long-term growth through its Lazard 2030 strategy, with stable client activity expected to support future quarters.

Positive Outlook

  • Continued client engagement across advisory and asset management
  • Successful launch of three new active ETFs in the U.S.
  • Strategic alliance with Arini Capital to expand private capital connectivity
  • Progress toward Lazard 2030 hiring and promotion targets
  • Strong liquidity with $909M in cash and equivalents

Challenges Ahead

  • Revenue declined 15% YoY, driven by lower advisory and asset management revenue
  • AUM decreased 9% YoY
  • Adjusted operating income and margin dropped significantly YoY
  • Adjusted non-compensation expenses increased 10% YoY
  • Net outflows of $3.7B in asset management despite market gains