NYSE$EVR

Evercore Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Evercore reported a solid second quarter and first half of 2022, with record advisory revenues for the first half of the year and continued investments in talent and capital return strategy.

Evercore reported second quarter net revenues of $630.9 million on a U.S. GAAP basis. Advisory revenues for the first half of 2022 reached a record $1.2 billion. The firm remains committed to its capital return strategy, returning $502.0 million to shareholders in the first six months of the year.

  • Second Quarter Net Revenues were $630.9 million.
  • First Half Net Revenues were flat versus 2021.
  • Advisory Revenues of $1.2 billion for the first half of 2022, increasing 12% versus the same period in 2021.
  • Returned $502.0 million to shareholders during the first six months of 2022.

Headline financials

Total Revenue

$635M

Previous: $692M-8.2%
EPS (adj)

$2.46

Previous: $3.17-22.4%
Assets Under Management

$10.5B

Previous: $11.1B-6.0%
Advisory Client Transactions

217

Previous: 255-14.9%
Advisory Client Transactions >= $1M

100

Previous: 115-13.0%
Underwriting Transactions

7

Previous: 31-77.4%
Underwriting Transactions as Bookrunner

5

Previous: 25-80.0%
Free Cash Flow

$95.6M

Previous: $140M-31.9%
Net Income

$95.6M

Previous: $140M-31.9%
Operating Income

$150M

Previous: $211M-28.8%
Gross Profit

$635M

Previous: $692M-8.2%
Cash & Equivalents

$444M

Previous: $442M+0.5%
Total Assets

$3.01B

Previous: $2.95B+2.2%
Stock-Based Comp

$121M

Previous: $108M+12.2%

Revenue & EPS history

Evercore · Revenue · Quarterly

$635M

Q2 2022-8.2%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Evercore · $658M total across 4 segments · Q2 2022

  • Advisory Fees
    $576M+2.8%
  • Commissions and Related Revenue
    $52.5M+3.5%
  • Asset Management and Administration Fees
    $16M-1.3%
  • Underwriting Fees
    $13.5M-71.9%

Forward guidance

Despite the uncertain environment, Evercore accomplished a solid second quarter and first half of 2022 and remains confident in its growth strategy.

Tailwinds

  • Backlogs remain strong.
  • Investments in the business will allow the company to continue to achieve success.
  • Seven Advisory Senior Managing Directors joined this year.
  • Committed to capital return strategy.
  • Maintain a durable balance sheet.

Headwinds

  • Increased risk associated with the current geopolitical, economic, and market headwinds.
  • Quarterly results may fluctuate significantly due to the timing and amount of transaction fees earned.
  • Lower performance of investment funds portfolio during the current year period.
  • Decrease in fees from Wealth Management clients as associated AUM decreased 6%, primarily from market depreciation.
  • Shift from gains to losses on investment funds portfolio due to the overall market decline.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+8.5%

Q3 2013

Best reaction

-14.2%

Q4 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-6.3%+0.2%
Q4 2025+5.2%+6.2%-14.7%
Q3 2025-9.4%-6.7%-0.5%
Q1 2025+3.2%+6.5%+16.3%
Q4 2024+0.8%-3.8%-26.9%
Q3 2024-4.7%-5.2%+13.0%
Q2 2024+0.6%+0.4%+0.4%
Q1 2024-6.3%-5.7%+4.2%
Q4 2023-0.7%-0.8%+5.7%
Q3 2023-2.7%-1.2%+12.1%
Q2 2023-4.8%-4.0%-4.6%
Q1 2023-7.0%-6.8%-8.3%
Q4 2022+2.2%+3.2%+2.0%
Q3 2022+6.0%+10.3%+19.2%
Q2 2022+4.6%+5.1%+2.2%
Q1 2022+3.2%+2.7%+7.3%
Q4 2021+1.2%+2.4%-6.2%
Q3 2021-5.3%-4.1%-11.0%
Q2 2021+0.3%-2.0%+4.6%
Q1 2021+0.3%-1.0%+2.8%
Q4 2020+0.8%+2.4%+7.5%
Q3 2020+6.9%+5.9%+13.6%
Q2 2020-2.9%-4.7%+4.2%
Q1 2020-3.3%-0.9%+2.6%
Q4 2019+8.0%+3.9%-9.3%
Q3 2019-5.9%-3.5%-0.5%
Q2 2019+1.6%+0.0%-12.3%
Q1 2019+1.0%+2.2%-14.4%
Q4 2018+7.0%+7.2%+11.9%
Q3 2018-2.2%-5.4%-5.2%
Q2 2018-0.6%-2.1%-4.2%
Q1 2018+8.0%+9.5%+18.6%
Q4 2017+5.5%-2.5%-4.8%
Q3 2017+2.3%+3.2%+10.1%
Q2 2017-1.5%+0.4%-4.5%
Q1 2017-6.7%-5.6%-10.0%
Q4 2016+0.3%+4.8%+4.8%
Q3 2016-2.0%-1.2%+23.5%
Q2 2016+0.2%-1.0%+1.6%
Q1 2016-2.6%
Q4 2015+7.5%
Q3 2015+5.5%
Q2 2015+1.4%
Q1 2015+1.3%
Q4 2014+1.7%
Q3 2014+0.9%
Q2 2014+3.4%
Q1 2014+1.6%
Q4 2013-2.4%
Q3 2013+8.5%
Q2 2013+3.5%
Q1 2013+2.4%
Q4 2012+7.6%
Q3 2012-0.4%
Q2 2012+5.3%
Q1 2011-0.3%
Q1 2012+0.6%
Q1 2010-1.9%
Q4 2011-1.9%
Q4 2009-1.9%
Q2 2011-1.4%
Q3 2010-4.5%
Q3 2011-4.5%
Q4 2010-14.2%
Q2 2010+5.4%

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