earnings
confidence high
sentiment positive
materiality 0.80
Jefferies FY2025: $7.3B revenue, $2.85 EPS; SMBC to up stake to 20%, $2.5B credit
Jefferies Financial Group Inc.
2025-FY EPS reported
$2.83
revenue$10,823,677,000
- FY2025 net revenues $7.3B, net earnings $631M; diluted EPS $2.85 from continuing ops; return on adjusted tangible equity 10.1%.
- Investment Banking net revenues $3.8B (+10% YoY); record Q4 IB revenues $1.2B.
- SMBC to increase ownership to up to 20%, provides $2.5B in credit facilities; Japanese equities JV expected Jan 2027.
- Agreed to acquire 50% of Hildene Holding Company (credit manager with >$18B AUM).
- Fixed Income net revenues declined 22% YoY; Equities record net revenues ~$2B.