Equitable Holdings, Inc. (EQH) Financial Statements
Historical financial data — 33 statements covering FY2018–FY2025
Equitable Holdings Inc is a financial services company providing retirement, asset management, and wealth management solutions for individual and institutional clients, operating through three segm...
Equitable Holdings, Inc.'s revenue decreased 6.2% year over year, from $12.44B to $11.66B.
Net income decreased 205.6% over the same period, from $1.31B to $-1.38B.
Over the 7-year period from FY2018 to FY2025, revenue declined by 3% in total.
Total debt remained relatively stable at $3.86B.
Operating cash flow declined 64.4% to $714.0M.
Equitable Holdings, Inc. maintains a negative net profit margin of -11.8%.
Recent Financial Statements
Quarterly figures are standalone quarters, de-cumulated from YTD filings (Q4 = FY − Q3 YTD when not reported).
| Period | Revenue | Net Income | Gross Profit | EBIT | Op. Cash Flow | Total Assets | Total Debt | Equity |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2024 | $3.51B+57.4% | $428.0M | N/A | $681.0M | $892.0M | $287.77B | $3.83B | $1.64B |
| Q3 FY2024 | $3.08B-12.4% | $-134.0M | N/A | $-14.0M | $683.0M | $298.99B | $3.83B | $3.22B |
| Q4 FY2024 | $3.62B+17.7% | $899.0M | N/A | $1.20B | $400.0M | $295.87B | $3.83B | $1.58B |
| Q1 FY2025 | $4.58B+26.4% | $63.0M | N/A | $174.0M | $158.0M | $287.37B | $4.33B | $2.40B |
| Q2 FY2025 | $2.36B-48.4% | $-349.0M | N/A | $-363.0M | $341.0M | $303.09B | $4.33B | $1.15B |
| Q3 FY2025 | $1.45B-38.6% | $-1.31B | N/A | $-1.35B | $369.0M | $314.41B | $3.83B | $148.0M |
| Q4 FY2025 | $3.28B+126.0% | $215.0M | N/A | $344.0M | $-154.0M | $317.99B | $3.86B | $-74.0M |
| Q1 FY2026 | $4.23B+29.1% | $621.0M | N/A | $887.0M | $499.0M | $310.38B | $3.84B | $273.0M |
Balance Sheet Summary (Latest Period)
Equitable Holdings, Inc. (EQH) Financial Statements & Revenue History
Equitable Holdings, Inc. (EQH) is a US-listed stock operating in the Financial Services sector, specifically the Insurance Agents, Brokers & Service industry trading at $52.20 with a market capitalization of $14. This page provides 33 historical financial statements for Equitable Holdings, Inc., including income statement, balance sheet, and cash flow data across multiple reporting periods. Most recently, Equitable Holdings, Inc. reported revenue of $11.7 billion, a 6.2% decline from the prior year. The net profit margin of -11.8% indicates the company is currently unprofitable..
EQH Income Statement, Balance Sheet & Cash Flow
The financial statements table above shows Equitable Holdings, Inc.'s revenue, net income, gross profit, EBIT, operating cash flow, total assets, total debt, and shareholders' equity across the most recent reporting periods. Year-over-year growth rates help identify whether EQH is accelerating or decelerating in terms of top-line revenue and bottom-line profitability.
- Revenue trend: Track EQH's top-line growth across quarters and fiscal years to identify acceleration or deceleration in the business.
- Profitability: Net income and gross profit margins reveal how efficiently Equitable Holdings, Inc. converts revenue into earnings.
- Balance sheet health: Total assets, liabilities, debt, and equity provide a snapshot of EQH's financial position and leverage.
- Cash flow: Operating cash flow shows how much cash the business generates from its core operations, which is critical for funding dividends, buybacks, and growth.
How to Use EQH Financial Data
Investors use Equitable Holdings, Inc.'s financial statements to assess the company's financial health, growth trajectory, and valuation. Key metrics to focus on include:
- Revenue growth rate: Consistent double-digit revenue growth suggests a strong business; declining revenue may signal competitive pressure.
- Net profit margin: Higher margins indicate a more efficient business with pricing power. Compare EQH's margins to sector peers for context.
- Debt levels: High debt-to-equity ratios increase financial risk, especially in rising-rate environments. Low debt provides flexibility.
- Valuation multiples: See how EQH's P/E, P/S, and EV/EBITDA ratios compare to historical levels.
- Full analysis: View EQH's financial health score, earnings, and pre-market pricing.
Financial data is sourced from Equitable Holdings, Inc.'s SEC filings (10-K, 10-Q) via Polygon.io and Finnhub.EQH trades on NYSE. This page is for informational purposes only and is not financial advice.